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.

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 →