Agentic AI for Insurance
AI agents that help insurers and brokers with claims intake, underwriting preparation, policy servicing and correspondence, while adjusters and underwriters keep every decision.
Where Insurance Work Slows Down
Much of the effort in claims and underwriting goes into gathering and checking information before any judgement is made.
Claims intake
First notices of loss arrive in many formats and need details extracted, checked and routed.
Submission review
Underwriters read long submissions and supporting documents to find the facts that matter.
Servicing requests
Endorsements, certificates and policy questions create steady, repetitive work.
What Agents Can Do
Agents do the gathering and drafting; people make the calls.
Claims triage support
Extract details from notices and documents, check coverage facts and suggest routing for an adjuster to confirm.
Underwriting summaries
Summarise submissions, highlight missing information and list referral triggers for the underwriter.
Servicing drafts
Prepare endorsements, certificates and customer replies for review before they are sent.
Document search
Answer staff questions from policy wordings and guidelines, with the source shown.
How It Works
Choose the workflow
We pick one process, such as claims intake or submission review, and agree the baseline.
Map rules and systems
We document the policy admin, claims and document systems involved and your authority limits.
Build with review steps
Agent outputs go to the right person for approval within your existing workflow.
Measure and decide
We compare results with the baseline and agree next steps with you.
Where People Stay in Control
Adjusters and underwriters decide
Coverage, reserves, pricing and settlements are never set by the agent.
Authority limits respected
Routing follows your existing referral and authority rules.
Traceable outputs
Every summary and draft links back to the documents it used.
What We Measure
Measures are agreed during the readiness diagnostic and reported against your baseline.
Time to first action
Time from notice or submission received to ready for review.
Referral accuracy
How often suggested routing is accepted without change.
Servicing turnaround
Time to complete common servicing requests.
Frequently Asked Questions
Will the agent approve or deny claims?
No. It prepares information and suggestions. Claim decisions stay with your adjusters.
Can it read scanned documents and emails?
Yes, within limits. Extraction quality is tested on your own samples before use, and low-confidence items go to a person.
How do you handle policyholder data?
Within your security and privacy controls, with access limited to what each workflow needs. See our Trust Center for details.
Related
Contract & Compliance Agent
An illustrative use case: document review with human sign-off.
Start With a Free 30-Minute AI Opportunity Review
We will look at one workflow with you and tell you honestly whether it is ready to automate, and what to fix first.
Not ready to talk yet? Get the AI Readiness Checklist →