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Finance & insurance

Clear answers,
careful by design.

Customers ask how products work, which documents to send and how long things take. Cubby answers only from your approved materials; anything about a specific account or advice goes to your staff.

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  • Card and ID numbers masked
  • Answers from approved materials
  • Agent-only role for staff
Sample data
Top questions

What customers ask

Keep Cubby on general information.

How does this product work?From approved product sheets.
Cubby can answer
Which documents do I need?Checklists answered instantly.
Cubby can answer
How long does a claim or application take?Standard timelines from your materials.
Cubby can answer
What’s the status of my claim?Account-specific — always staff.
Best with a person
Which option should I choose?Advice — licensed staff only.
Best with a person
How AskCub helps

Helpful within clear limits

Approved material only

Cubby answers only from what you add, and cites it.

Numbers masked

Card, ID and phone numbers masked before storage.

Right person, right access

Agent-only role and per-permission switches.

Launch checklist

Ready in an afternoon

Tick these off and you are live.

Launch checklist5 items
Reply templates

Copy, adapt, save as canned replies

Type / in the inbox to use them later.

Account questionHand-off text

For anything about your own account, I’m passing you to a colleague. Please don’t share full card numbers here.

DocumentsQ&A pair

To apply you’ll need ID, proof of address and your last three payslips. Upload them in the secure portal.

TimelineQ&A pair

We review applications within 5 business days and email you as soon as there’s a decision.

Recommended plan

Most teams like yours start on VIP 1

10 seats, 2,000 AI answers and 6 months of history suit a regulated support team; Enterprise offers self-hosting.

Agent seats10
Conversations / month5,000
AI answers / month2,000
History kept6 months
Two-way translation✓

From $39 a month. Start on Free and upgrade any time.

FAQ

Questions teams ask

Will Cubby give financial advice?
No. It answers only from the material you add. Keep advice out of the knowledge base and those questions go to your staff.
What if a customer types a card number?
With masking on, card numbers are recognised and masked before storage; only the last four digits remain.
Can we host it ourselves?
Yes, on the Enterprise plan. Contact us to discuss your requirements.

Every conversation brings you
closer to your customers.

Free plan with no time limit. One line of code. Cubby starts answering tonight.

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