Every claim with a complete file,
without chasing paperwork.
We put agents on your claims: they open the claim, check the policy, and ask the policyholder for what is missing.
Today versus with the agent
The same day, told twice
How it happens todayWith the agent inside
09:15The policyholder describes the crash by phone and someone writes it down.Photos and location are already in the claim file.
09:40Nobody notices a missing document until the adjuster asks for it.The missing document is already requested, on the same WhatsApp.
13:00The policyholder calls to ask how the case is going.The claim status already reached them, without anyone chasing it.
FridayThe meeting goes case by case to find the stuck ones.The report arrives with the stalled claims and their cause.
What you already work with
GmailPolicies and email with adjusters
OutlookEmail with the carrier
ExcelPolicy book and expiry dates
Google DriveClaim files and photos
You do not switch systems. The agent works inside the ones you use.
WhatsAppNotices, photos, and documents from policyholders
GmailPolicies and email with adjustersOutlookEmail with the carrierExcelPolicy book and expiry datesGoogle DriveClaim files and photosGoogle MapsClaim location
These are examples. If your operation lives in another system, the agent connects to that one.
How the agent works
Policyholder messagesPolicies and expiryEmail with adjustersClaim files
Location
You ask it the way you would ask someone on your team.
It reads what your systems already record, cross-checks it, finds the cause, and hands you the document. Anything that goes outside waits for your signature.
Your knowledgePolicyholder messagesPolicies and expiryEmail with adjustersClaim filesLocationInsurance agent
Tell me which claims this week still lack a complete file and ask each policyholder for what is missing.
Insurance agentOf 23 claims, 5 are missing documents: 3 without a police report and 2 without a license. One policy is expired. The messages are drafted.
This week's claims · 23Thursday 09:42
18 of 23 claims have a complete file. 5 are missing a document and the message to the policyholder is drafted.
Days since opening, claims by rangeCompleteMissing documents
Claims complete on day one, last 7 daysCompleteGoal 90%
Causepolice reports nobody requested in time and an expired policy nobody checked.
Read fromWhatsApp ·Excel
Open in Google Sheets
WhatsApp ·ExcelOpen in Google SheetsMessages drafted, one per policyholder with missing documents
None goes out until you approve what it says.
- DetectedToday 09:40Claim 4471 is missing the police report
- DraftedToday 09:42The message to the policyholder, naming the document
- SignedWaiting for your signatureIt goes out when a person approves it, not before
Next step
Every claim reaches the adjuster with a complete file, without anyone chasing paperwork.
Review my operation