# CallPilot > AI call center platform for insurance carriers and financial institutions ## At a glance | Field | Value | | --- | --- | | Category | Customer Engagement | | Type | Solutions Provider | | Region | NA | | Headquarters | Chicago, Illinois, USA | | Founded | 2022 | | Stage | Startup | | Employees | 51-200 | | Funding | Seed | ## Overview CallPilot is a customer engagement and contact-center automation platform built for insurance carriers and financial institutions. Developed by Proxima Solutions LLC, it targets insurance operations teams and BPO service providers that handle high volumes of customer calls, collections, and claims intake across voice, chat, SMS, and WhatsApp channels. The platform delivers three core products -- Pro Wiki (AI knowledge base for agents), Pro Call (AI-powered inbound call routing and handling), and Pro Automate (outbound workflow automation) -- all delivered as a cloud-based SaaS service. Pro Call has demonstrated a 40-80% reduction in average call duration and automates over 32% of inbound calls for existing clients. The platform integrates with virtual PBX systems, IVR infrastructure, and CRM tools via REST APIs and WhatsApp Business API. Proxima holds ISO 27001 certification. The company originated as an internal automation project inside Proxima, a nearshore BPO with operations in the Dominican Republic and Ecuador. It received USD 500K in seed funding from MLTPLY, a Dallas-based insurtech accelerator, in August 2022. Clients include Pouch, BOON, and Producers National, and the platform processes over 50,000 collection calls and 100,000 WhatsApp messages monthly across its customer base. Proxima sponsored ITC Vegas 2025 as a Bronze sponsor. ## Products & services ### Pro Wiki AI-powered knowledge base that gives customer-facing agents instant access to organizational data and documentation through a conversational chat interface. Reduces the time agents spend searching for answers during live interactions. **Key features:** - Conversational AI interface over internal knowledge sources - Real\-time access to policy and product data - Upskilling and career development tool for frontline staff *Target users:* Insurance carrier and BPO call center agents ### Pro Call Inbound call routing and handling platform that reduces queue wait times and average call duration through AI automation. Manages both automated and agent-assisted calls in a unified workflow. **Key features:** - Reduces average call duration by 40\-80% - Automates over 32% of inbound calls - Reduced wait times from 4 minutes to 16 seconds at one Chicago insurer - Manages 5,000\+ incident/loss reports per quarter *Target users:* Insurance carriers, collections operations, claims intake teams ### Pro Automate Outbound campaign and workflow automation covering voice, chat, and WhatsApp channels. Supports quote generation, policy issuance, renewals, collections, and claims reporting. **Key features:** - Multi\-channel outbound: voice, chat, WhatsApp Business API - 25% average increase in outbound campaign contactability - 100,000\+ WhatsApp messages sent monthly for client base - Integration with existing CRM and IVR systems *Target users:* Insurance carriers and BPOs running outbound sales or collections campaigns ## Category & focus - Subcategories: Contact Center Automation, AI Agent Assist, Workflow Automation - Insurance verticals: P&C Personal, P&C Commercial - Target customers: Carriers, TPAs ## Notable customers - Pouch \-\- AI chat automation reduced agent workload on routine inquiries - BOON \-\- reduced response times and lower operational costs - Producers National \-\- improved KPIs and reduced agent workload - GlobalB, TodoLegal, Resolute ## Links - Website: - Directory profile: - Press/news: - Parent company: - Itc vegas profile: --- *Last updated: 2026\-06\-13*