Automate claims status lookups and policy questions with real-time integration across your policy and claims systems.
Claim status, policy questions and first notice of loss captured on the call, with the claim filed before hang-up.
Policyholder portal chat for document requests and coverage lookups, routing complex claims to an adjuster with full context.
Figures on this page are planning targets and typical volume distributions for the sector, not measured results from a named customer. We size them against your own numbers during the demo.
Before deciding what to automate, it helps to see what people are actually contacting you about — and which module is the right home for each slice.
TodayManual lookup across systems
TodayLong calls, inconsistent answers
TodayAdjuster takes it by phone
TodayEmail ping-pong
TodayTransferred to billing
TodayNeeds an adjuster from the start
The agent queries policy, claims, and billing systems together — no manual context-switching.
Policyholders hear exactly where their claim stands, what's needed next, and expected timelines.
Walks customers through filing a claim step by step and captures the details accurately.
Nuanced or high-value claims route to an adjuster with the full conversation and policy context.
Not capabilities in the abstract — the specific flows, in order, with the primitives each one relies on.
Phone · AI voice agents + customer CRM
TriggerPolicyholder asks where their claim stands
TriggerCaller reports an incident
TriggerValue thresholds, injury, or liability language
Web chat · AI chat + ticketing tool
TriggerPortal chat asks whether something is covered
TriggerPremium, renewal date or deductible question
TriggerThe claim needs evidence from the policyholder
Every connection is something you register in the dashboard — no bespoke integration work on our side.
HTTP webhook tool for reads and FNOL writes
Registered data endpoint with a field whitelist
HTTP webhook tool with idempotency
Ticket attachments plus your own upload endpoint
Widget script tag reading your existing session
The limits that matter in this sector, enforced by configuration rather than by prompt wording.
The AI explains what a wording says and escalates the decision. It does not adjudicate a claim.
FNOL submissions are deduplicated per conversation so a dropped call cannot open a duplicate claim.
Claims and policy system credentials are held per organisation, encrypted at rest, and resolved only at execution time.
Transcript, detected intents, executed actions and the exact prompt used are stored against every call.
Read-only first, writes behind approvals, then widened once the record justifies it. No big-bang cutover.
Map your claims line and import policyholder records, or point the portal widget at your session endpoint.
Launch read-only claim status and policy questions. Nothing writes back yet.
Load policy documents so coverage questions are answered from your text rather than from general knowledge.
Turn on first notice of loss with idempotency keys, behind approvals, and validate every submission against your claims system.
Adjust the thresholds that send a claim straight to an adjuster, using the escalation history and knowledge gaps report.
Each target maps to something the product already reports, so nobody has to build a spreadsheet to find out whether it worked.
| Metric | Typically today | Target | Reported by |
|---|---|---|---|
| Average inquiry time | Around 8 minutes with manual lookup | Under a minute | Call duration in the call log |
| Status enquiries automated | Handled by adjusters | 75%+ | Intent counts against escalation events |
| Adjuster time on routine status | A large share of the day | Reserved for complex claims | Ticket categories and agent performance reporting |
| Duplicate claims from dropped calls | An occasional cleanup task | Zero | Idempotency replays on FNOL submissions |
Down from an 8-minute manual lookup.
Status and policy questions handled instantly.
Scales to peak claim periods without backlog.
Policyholders get a clear answer in under a minute — instead of waiting on hold for a manual lookup.
No. It explains what your policy wording says and hands the determination to a person. Coverage decisions are exactly the kind of action worth routing through the approval queue.