Insurance Service Agent
AI agent that automates the four highest-volume tasks in P&C insurance — claims intake, certificate requests, policy renewals, and policy inquiries. Handles routing and assignment without human intervention.
Problem
Insurance agencies handle thousands of repetitive policyholder requests daily. COI requests alone — the #1 bottleneck in commercial insurance — require manual lookup, verification, and document generation with 2–5 day turnaround. FNOL calls require perfect data entry under time pressure. Policy inquiries make up 40–60% of call volume but require zero judgment. And renewal management suffers because agents are overwhelmed by everything else.
Solution
A Salesforce AI agent that automates the four highest-volume P&C insurance workflows from a single interface. Claims get classified and routed to the right adjuster. COI requests get processed with automatic turnaround tracking. Policy renewals surface proactively with cross-sell opportunities. And policy inquiries resolve in one turn by querying all 16 fields automatically.
Demo
Results
Tech Stack
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