Insurance
Agents that read every claim document on arrival, prepare renewals and keep brokers up to date.
Where the hours goin insurance
The jobs we see most often, and the agents we would put on each one.
Live today: agents that check claim documents for a US travel insurance company.
What we'd put on it
Checking claim documents
Claims document agent
Reads every document on arrival and checks dates, amounts and signatures.
Hands over to a claims handler
Fraud flag agent
Spots altered or reused documents and explains what it found.
Hands over to the head of claims
Broker email agent
Answers broker questions on where a claim stands.
Hands over to the account team
What we'd put on it
Renewals and missing information
Renewal prep agent
Pulls the policy, claims history and changes together before each renewal.
Hands over to the underwriter
Missing information agent
Asks brokers for what is missing and chases until it arrives.
Hands over to the account team after two reminders
Quote comparison agent
Lays the insurer quotes side by side, line by line.
Hands over to the broker to recommend
What we'd put on it
Policy questions and changes
Policy question agent
Answers questions about cover from the policy wording and shows the clause it used.
Hands over to an underwriter when cover is unclear
Policy change agent
Makes simple mid-term changes and sends out the new documents.
Hands over to the account team if the price changes
Call note agent
Turns call notes into a clean record on the policy.
Hands over to the handler to check
Every claim arrives as a pile of documents.Agents read each one as it lands, check it and tell a handler what they found.
How it starts
- 01
An assessment
Our engineers sit with your team, map every process and show you where the hours go. You leave with a clear plan for what to hand to agents first.
About the assessment - 02
The Coreform OS
We install it inside your company. Its Company Brain plugs into your tools, so anyone can ask it anything and get an answer with the source.
Explore the Coreform OS - 03
Agents, then every month
We put agents on one process at a time. On a monthly plan we keep them running, fix what changes and ship the next agent where it saves the most time.
Start with the claims pile.
For SMEs and mid-market companies. It starts with a paid assessment, and a plan you can act on.