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AI Agents for Insurance

Automate manual processes related to insurance submissions, policy renewals, claim requests and more with AI workflows.

Automate Insurance Claim Settlements

Use AI workflows to automate the FNOL-to-claim settlement process, ensuring faster resolution
AI monitors mailboxes and other channels for First Notice of Loss (FNOL)
AI collates the relevant evidences, documents and asks for more details if required
Sends claim estimate report to the team. After approval, AI notifies the claimant and processes the claim
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Insurance Submission Triaging

Reduce quote turnaround time on insurance submissions by 90% with AI-powered triaging process
Use AI to monitor the mailbox for new submissions and collate all the documents
AI checks the submission as per set parameters and asks for more info, if required
Sends quote to the underwriting team. Once approved, AI sends the documents to the broker/applicant
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Policy Renewal Management

Leverage AI to automate renewal reminders and streamline the policy renewal process
AI generates policy documents and reaches out to policyholder for upcoming renewal 90, 60, 30 days before last date
Based on policyholder's request, AI processes payment or modifies policy accordingly
Issues revised policy documents to the policyholder and updates internal systems
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Automated Dispute Management

Settle Disputes Faster with AI-powered Workflows
AI analyzes dispute claims, asks policyholder for supporting documents and prepares a report
AI evaluates the dispute and sends a summary to the team for approval or investigation
Based on the team’s decision, AI reaches out to the policyholder with next steps
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integrations

Integrate With Popular Insurance Tools & Data Sources

Paypal

Stripe

Salesforce

Guidewire ClaimCenter

ClaimXperience

Zendesk

Arthur J. Gallagher & Co.

IBM OpenPages

Riskonnect

Gmail

Twilio

Slack

Marsh McLennan

Aon PLC

SAS Risk Management

advanced features

Everything You Need From A Business Process Automation Platform

Merge data from different sources in 1 place

Combine data from different SaaS tools, databases and create your process triggers.

Build automations without any coding

Use drag-and-drop builder to map complex processes without engineering help.

AI executes all manual processes and SOPs

AI executes most of the steps in the process (extracting data, sending emails,, etc.)

Assign humans to provide input and approvals

Your team remains in control providing inputs and approvals at key stages of the process.

Integrate into your existing processes

No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.

Be assured that your data is secure

Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.

Automate Insurance
Workflows with AI

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