The AI-Powered Video Meeting Tool for Insurance Companies
Keep policies, claims, and customer questions moving.
When agents need an answer from underwriting, claims, service, or operations, waiting on emails and message threads slows down the customer. Roam gives your insurance teams one virtual workplace to find the right person, talk instantly, and resolve questions faster.
- See Which Agents & Specialists Are Available — Reach the right person without chasing emails or messages
- Get Underwriting Questions Answered Faster — Pull in underwriters when a quote, application, or policy needs clarification
- Resolve Claims & Service Issues Quickly — Connect claims, service, and account teams when a customer needs an answer
- Reduce Handoffs Between Departments — Keep agents, underwriting, claims, service, and operations connected in one virtual workplace
- Keep Distributed Agencies & Teams Connected — Bring branches, remote employees, and regional teams together without adding more scheduled meetings
15 min. Not a slide deck – you’ll use Roam live. Join 2,000+ teams who’ve switched.
When your customer needs an answer, your team shouldn’t be waiting on each other.
Turn quick questions into quick answers.
Insurance work depends on people across the organization.
An agent needs clarification from underwriting. An account manager needs an answer from operations. A claims professional needs input from another team. A service representative needs to find the right subject-matter expert.
With email and traditional messaging tools, a simple question can become a waiting game.
Roam makes your team visible and accessible. See who’s available, knock on their virtual office, talk through the question, and get back to work.
Bring your entire insurance company closer together
Sales. Service. Underwriting. Claims. Operations. One virtual workplace.
Departments may have different responsibilities, systems, and workflows. That doesn’t mean they should feel like separate companies.
Roam gives everyone a shared virtual HQ where employees can see teammates across the organization, find the person they need, and start a conversation without another round of messages or calendar coordination.
- See who’s available: Know who’s online, in a meeting, or available to talk.
- Drop in and get more done: Knock on a coworker’s virtual office for a quick conversation when a question comes up.
- Collaborate face to face: Move into a video meeting when you need screensharing, whiteboarding, or a deeper discussion.
- Keep distributed teams connected: Give remote employees and teams across different offices one shared place to meet, communicate, and collaborate.
Make cross-department collaboration feel natural again
Break down the distance between teams.
Remote and hybrid work can turn everyday collaboration into a series of messages, notifications, meetings, and follow-ups.
Roam creates the feeling of working side by side again.
Agents + underwriting
Turn clarification requests into quick conversations instead of extended back-and-forth.
Account management + service
Make it easier to find the right coworker when a client needs help.
Claims + internal teams
Bring colleagues together quickly when an issue requires multiple perspectives.
Sales + operations
Resolve everyday questions without waiting for the next scheduled sync.
Managers + distributed teams
Stay connected to the people you lead without adding another status meeting.
Service + claims
Coordinate customer issues faster when a policyholder needs answers from multiple teams.
Stop scheduling every conversation
Not every insurance question needs another 30-minute meeting.
A quick clarification shouldn’t require finding an open calendar slot tomorrow.
Roam brings back the simple “got a minute?” conversations that happen naturally when people share an office.
See an available coworker. Knock. Talk. Resolve the issue. Get back to work.
No meeting invitation. No link to send. No long message thread just to explain something that would take a few minutes to say.
Fewer meetings. More progress.
Help customer-facing teams reach the people with the answers
Make internal expertise easier to access.
An agent or account manager shouldn’t have to navigate the company’s communication stack just to find someone who can help.
- An agent needs underwriting clarification. See who’s available and start a quick conversation.
- An account manager needs help answering a client question. Find the appropriate coworker without starting another email chain.
- A service team needs input from operations. Connect directly instead of waiting for the next scheduled meeting.
- Several departments need to resolve an issue together. Bring the right people into a conversation while the issue is still active.
Roam doesn’t replace your insurance systems. It gives the people using them a faster, more connected way to communicate.
One virtual office for your distributed insurance team
Work From Anywhere Without Feeling Apart
Whether employees work from different branches, corporate offices, home offices, states, or time zones, Roam gives them a shared place to work together.
Create spaces for:
Agents
Account management
Underwriting
Claims
Operations
Managers
Roam brings essential workplace communication together in one AI-powered virtual office:
Virtual office
See your company and who’s available.
Drop-in meetings
Start quick conversations without scheduling.
Video conferencing
Meet face to face with screensharing and whiteboarding.
AI meeting summaries
Capture important conversations and next steps.
Meeting scheduling
Make scheduled conversations easy when you actually need one.
All-hands
Bring larger distributed teams together
Your team is online. Make them visible.
Work from anywhere without feeling apart.
Traditional messaging tells you that your coworkers exist somewhere behind a list of names and status indicators.
Roam gives your company a shared virtual office.
See your organization on a live team map. See who’s present, who’s meeting, and who’s available. Move naturally between focused work, quick conversations, and meetings.
For insurance organizations distributed across branches, offices, states, or time zones, Roam creates one place where the company can come together every day.
Give remote and hybrid employees a real place to work together
Your remote team’s virtual HQ.
Working remotely shouldn’t mean spending the day moving between inboxes, chat threads, and calendar appointments.
Roam creates a shared digital workplace where your company can actually feel present.
Employees can see coworkers across departments. New hires have a clearer sense of the organization around them. Managers can stay connected with distributed teams. Coworkers can have the spontaneous conversations that normally disappear when everyone leaves the physical office.
Remote work that feels human.
Give employees the flexibility to work from anywhere while preserving more of the connection and immediacy of working together.
Bring your insurance company together without adding another disconnected tool
Meet, chat, collaborate, and stay connected through one virtual office platform.
Make Your Insurance Company Feel Like One Connected Room
See who’s available. Connect without scheduling. Get answers faster.
Roam is a virtual office platform for remote and hybrid teams.
Give agents, account managers, service teams, underwriting, claims, operations, managers, and employees across your organization one shared place to see each other, meet, communicate, and collaborate.
Work from anywhere, together.
15 min. Not a slide deck – you’ll use Roam live. Join 2,000+ teams who’ve switched.