Insurance Claim Intake use case

AI Agent for Insurance Claim Intake

Let policyholders file claims via WhatsApp. The agent collects incident details, validates supporting documents, and routes complete claims to adjusters - cutting intake time from 2 days to 20 minutes.

WhatsApp Claim Filing

Policyholders start a claim by sending a WhatsApp message. The agent guides them through a structured intake - incident type, date, location, description.

Document Collection & Validation

Request supporting documents - police reports, medical certificates, repair estimates, photos. Validate completeness before routing.

Policy Verification

Check the claimant's policy number, coverage type, and active status before proceeding with intake. Flag expired or mismatched policies.

Adjuster Routing

Route complete claims to the right adjuster based on claim type - motor, health, property, travel - and claim value.

Claim Status Updates

Send claimants proactive updates as their claim progresses - received, under review, approved, payment processed.

Intake Analytics

Track claim volumes by type, average intake completion time, document rejection rates, and peak filing periods.

FAQ

Can policyholders send photos of damage via WhatsApp?

Yes. The agent accepts photos, videos, and document scans via WhatsApp and attaches them to the claim file.

Does it handle motor and health claims differently?

Yes. Each claim type has a different intake flow with type-specific questions and document requirements.

Is the claim data secure?

Yes. Policy and claim data is handled with encryption and access controls. Only authorized adjusters and the claimant can access claim details.

Simplify claim intake

Set up an AI agent for insurance claim intake.