Use case04 / 08
Financial services & Insurance
These lines are first notice, status, and documents that have not arrived yet. The agent opens a claim or a request against policy and reference numbers it can verify, tells the caller exactly where the file stands, and gives no opinion on cover.
A call, start to finish
On the line
- Agent: Claims, good morning. How can I help?
- Caller: Good morning. I need to report damage from the storm on Saturday.
- Agent: I can open the claim now. Do you have your policy number?
- Caller: It is A-4471.
- Agent: Thank you. The policy is active. Was anybody hurt, and is the damage to the building or the contents?
- Caller: Nobody was hurt. Only the roof was damaged.
- Agent: Opened, dated Saturday. An adjuster will call you, and the document list is on its way.
What it does on the line
- Takes first notice with the date, the parties and the reference.
- Answers where a file stands from the system of record, not from a summary.
- Advice, cover decisions and complaints go to an authorised person.
- Sends the document list, and chases what has not arrived.
Start from your own line.
Tell us the sector and the workflow, and we will build the agent that carries it.
Request a demoHelpful context
- The workflow you want automated.
- The systems it would need to talk to.
- Where it runs today: AWS, on-premise, or both.
- Anything that cannot leave your own estate.
- Any deadline or compliance requirement you are working to.