Help policyholders understand the next step in their existing case.
- Example roles
- Case updates · Document requests · Service escalation
- Working together
- Passes verified case context to claims operations without making coverage commitments.
AI Agents for
Insurance.
Every claim request.
A connected team.
Connect policyholder conversations, document intake and claims coordination. Give your people the context to review each case and your customers a clear next step.
Familiar challenges.
A clearer way to work.
Explore everyday coordination problems and the workflows you can build around them.
A WORKFLOW TO BUILD
Attach authorized documents to one case and prepare a missing-item checklist for the claims team.
Your departments.
Working around the same case.
Explore how service, claims operations and supporting teams coordinate document requests while your people own claim decisions.
Your casesShared context
THE WHOLE DEPARTMENT, IN MOTIONOne claim file. A clearer next step.
One claim file. A clearer next step.
Your team moves it forward.
Alex has reported water damage and needs help supplying a document. Follow a considerate customer conversation alongside internal file preparation and a manager-approved document request. This example handles intake, not a coverage or settlement decision.
Claim intake / Supporting document
InsurancePolicyholder request · Secure portal + internal team
EXAMPLEAlex · Policyholder · 10:24Hi, I uploaded the photos for my water-damage claim, but I cannot find the original repair receipt. What should I send?
Internal messages stay within your team.The requester sees only the replies intended for them.
SHARED INDUSTRY KNOWLEDGEMany roles.
Many roles.
A shared understanding.
Company policies, department knowledge and role-specific permissions work together. Select a layer to see how it guides the team.
Insurance operations knowledge
Approved intake checklists, document-request wording and case history support consistent coordination.
IN OUR CLAIM INTAKE EXAMPLE
The checklist identifies a missing receipt and sends the exception to the claims manager.
EVERY ACTION HAS AN OWNERSee the work.
See the work.
Follow every decision.
Inspect example actions across your teams: who acted, which system was involved and where a person needs to decide.
CONNECTED TO YOUR ORGANIZATIONOne connected team.
One connected team.
Every system you work with.
Click a system to connect it to your insurance team.
Illustrative connections, using example data.
Claims system
Not connectedConnect Claims system to explore how your insurance team uses it in this example.
A little more clarity.
What are AI agents for insurance?+
They are digital roles for defined operational tasks such as document intake, case-status retrieval, callback coordination and approved correspondence.
Can agents decide whether a claim is covered?+
This example does not automate coverage, liability or settlement decisions. Those questions are routed to the authorized human claims team.
How are missing claim documents handled?+
A workflow can compare received documents with an approved checklist and prepare a request. Exceptions go to the responsible person before customer instructions are sent.
Can a customer switch from a message to a phone call?+
With connected systems and suitable identity checks, a case summary can accompany the handoff so the assigned person can see the recorded context.
Which teams can use this workflow?+
Service, claims operations, administration, finance and contact-center teams can coordinate defined case work with separate access and responsibilities.
Where should we start?+
Choose one intake checklist and one customer channel, define permissions and human approval points, and review example cases before extending the workflow.
Make room for
a more connected team.
Connect your service teams and case work around a clearer policyholder experience.
Build your insurance team