The conversation
I’m looking for vehicle insurance. What information do you need?
KAVYA
Let’s record your vehicle details and the questions you want an advisor to address.
Conversation → structured context
AI WORKFORCE FOR INSURANCE
Keep every insurance journey moving.
Policy enquiries, renewals and claims intake carried to a recorded outcome, with underwriting judgement left to your team.
Enquiries become owned opportunitiesRenewals have a verified stateClaims arrive ready for review
THREE RESPONSIBILITIES. ONE WORKFORCE PLATFORM.
See what happens after the customer asks.
Follow a policy enquiry, renewal or first notice of loss through the employee’s actions and the resulting record. Switch to an exception to see the context passed to an advisor, servicing specialist or claims handler.
KAVYA AT WORK
From insurance enquiry to a qualified sales handoff.
Kavya autonomously qualifies insurance enquiries, answers approved product questions, captures customer requirements and routes sales-ready leads with their context. Switch to an exception to see when, and why, your team steps in.
CUSTOMER REQUEST
Kavya
Capture vehicle and enquiry details
Autonomous · within your rules
CRM + product knowledge
People join only when needed
Insurance enquiry
- Interest · vehicle policy
- Vehicle · details collected
- Questions · recorded for advisor
SYSTEM ACTION
Capture vehicle and enquiry details
Awaiting workflow steps
Step 1 of 4 · Qualify
Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.
HIRE A DEFINED RESPONSIBILITY
Meet your insurance AI employees.
Each pre-built employee starts with a job. Configure approved knowledge, connected operations and exception rules for the products and processes you support.
Kavya
AI Insurance Sales Agent
Capture customer requirements, answer approved product questions and assign a qualified enquiry to the sales owner.
Personal recommendations and suitability questions go to an authorized advisor.
Hire Kavya →
Priya
AI Policy Renewals Agent
Check the renewal notice, send eligible reminders, record intent and follow through on payment and policy status.
Coverage changes and non-standard terms go to the servicing team.
Hire Priya →
Aisha
AI Claims Intake Agent
Capture first-notice details, link the claim, request outstanding documents and prepare an intake packet for review.
Coverage, liability and settlement decisions remain with the claims team.
Hire Aisha →Your process needs a different role?
Build a custom employee for document follow-up, policy servicing or another bounded responsibility. Define the starting event, permitted updates and human decision points before extending the workflow.
A SHARED REFERENCE FOR EVERY STEP
Connect policy, claim and customer context.
The employee should act on the right record, not infer a policy state from the conversation. Map the required connections and confirm supported operations for your environment.
Policy administration
Read the relevant policy version, renewal notice and current status. Verify issuance separately from payment or customer intent.
Claims & document systems
Link incident details and received documents to the claim reference. Keep missing items, received items and reviewed evidence distinct.
CRM & work queues
Capture requirements, record interactions and assign the next action. A qualified enquiry or exception needs a named owner and a traceable case.
Payments & notifications
Use approved reminders and payment instructions. Reconcile system results before confirming an outcome, and stop follow-up when the case state changes.
AUTONOMY WITHOUT IMPLIED APPROVAL
Move the process. Respect the decision.
Define the action the employee can take, the evidence it must retain and the point at which a specialist becomes responsible.
| Journey | Autonomous work in scope | Specialist decision | Verified output |
|---|---|---|---|
| Policy enquiry | Collect requirements and explain approved product facts. | Personal suitability or non-standard underwriting. | Qualified enquiry with an assigned advisor. |
| Renewal | Check notice, follow up and record customer intent. | Coverage changes, exceptions or disputed terms. | Recorded follow-up; payment and issuance checked separately. |
| Claims intake | Capture incident details and collect outstanding items. | Coverage, liability, assessment and settlement. | Intake packet linked to the claims review queue. |
| Uncertain system result | Preserve attempted action and unresolved state. | Recovery outside the configured reconciliation path. | An owned exception, not a false completion message. |
PILOT A JOURNEY, NOT AN ENTIRE BOOK OF BUSINESS
Define the boundaries. Test the difficult cases.
Choose one product and responsibility first. Bring business, integration, security and review owners into the rollout before expanding the employee’s scope.
Scope
Agree products, eligible cases, approved sources and exclusions.
Output: responsibility and decision mapConnect
Confirm record matching, permissions and supported system actions.
Output: reviewed connections and accessEvaluate
Test missing documents, stale notices, disputed terms and failed writes.
Output: case-level evidence and release criteriaOperate
Name queue owners, pause conditions and change-review responsibilities.
Output: monitored release and recovery planEVIDENCE BEFORE EXPANSION
Measure progress in the insurance record.
Enquiry ownership
Track complete requirements, assigned follow-ups and cases waiting without an owner.
Renewal reconciliation
Distinguish contact, intent, payment and issuance. Review unresolved mismatches rather than counting every positive reply as a renewal.
Claims readiness
Measure missing-item cycles, time to review-ready intake and incorrect case updates. Intake completion is not claim settlement.
INSURANCE WORKFORCE QUESTIONS
Get the operating details right.
What is an AI workforce for insurance?
It is a set of defined AI roles supporting work across policy enquiries, renewals and claims intake. Each role connects conversations to approved knowledge and permitted system actions. The employee advances routine work within its scope, verifies the resulting state and routes exceptions to a named owner.
How is this different from an insurance chatbot?
A chatbot is an interface for conversation. An insurance workforce is organized around responsibilities: qualifying an enquiry, following up on a renewal or preparing claim information. Voice and chat can support the role, but its system access, completion criteria and authority determine what work it can actually finish.
Can an AI employee recommend a policy to a customer?
Kavya’s example role records needs and explains approved product facts. It does not make a personal suitability recommendation or promise acceptance. Requests for advice, underwriting exceptions or non-standard terms are routed to the appropriate advisor or insurer team.
Does a renewal payment mean the policy has been renewed?
Do not assume that payment, customer intent and policy issuance are the same state. Priya’s workflow checks them separately. A pending or failed system update stays unresolved until the relevant policy record confirms the result; requests to change cover go to servicing.
What does claims intake automation include?
Aisha captures incident details, matches the relevant reference, prepares a required-document checklist and follows up on missing items. The output is a review-ready intake packet, not an approved claim. Document receipt does not by itself prove validity, coverage or entitlement to payment.
Which insurance systems can we connect?
Identify the policy administration, claims, CRM, document and payment systems needed for the selected journey. Confirm supported APIs, reference matching, read and write access, event freshness and recovery behavior with the implementation team. These categories do not imply native availability for every insurer’s systems.
How should sensitive customer and claims data be handled?
Scope the minimum information needed for the job and review access, credentials, processing locations, retention and evidence capture for the deployment. Agree authentication before disclosing policy or claim details. Have the responsible security and compliance teams review the proposed configuration; this page does not certify regulatory compliance.
How long does rollout take, and what should we measure?
Timing depends on data access, integration work, workflow complexity and review requirements. Pilot one bounded journey against an agreed baseline. Measure completed records, missing-document cycles, unowned cases, incorrect updates and appropriate handoffs. Renewal intent and conversation counts should not be presented as issued policies or settled claims.
CUSTOMER REVIEWS ON G2
From conversations to completed work.
4.9/ 5
1 / 7
HIRE OR BUILD
Where does your insurance work slow down?
Bring one enquiry, renewal or claims-intake journey. We’ll map the employee, system actions and specialist handoffs needed to move it forward.