Insurance agentic AI demo

Modernize core insurance processes with agentic AI.

Explore how agentic AI can support claims, underwriting, and customer service, with access, review, and operating controls designed around your requirements.

Schedule this demo See the use cases

The operating problem

Claim cycle times keep rising, underwriting is bottlenecked, and customer service cost is outpacing premium growth.

Insurance capabilities

What the demo explores.

Agentic claims processing

Use agents to organize first notice of loss, gather connected evidence, summarize the claim, and prepare the file for adjuster review.

Agentic underwriting assistant

Pull submission data, structure risk attributes, surface exposure and pricing context, and prepare a cited review packet for underwriters.

Agentic customer service

Support selected policy, billing, and claim-status inquiries using approved policy and policyholder context, with clear escalation to a person.

Security and review controls

Apply masking, retention, operating records, and approval steps based on the data and decisions in the workflow.

Connect systems

Policy, claims, billing, broker submission, and third-party enrichment feed the agentic layer.

Build agents

Stand up agents per workflow with the tools, guardrails, and review steps each one needs.

Embed in operations

Integrate into existing adjuster, underwriter, and policyholder experiences.

Govern

Configure masking, records, retention, access, and approvals with your data and control owners.

Claim-cycle time

Measure time from FNOL to adjuster review and from approved decision to payment.

Underwriting capacity

Compare submissions reviewed, preparation time, missing data, and rework with the current process.

Cost to serve

Track routine-intent containment, live-contact duration, escalation quality, and repeat contacts.

Controls designed for the workflow

Map masking, records, access, and approval steps to the requirements your control owners identify.

Use cases to evaluate

Three workflows to put in front of your team.

Each use case starts with an operating problem, shows a candidate workflow, and identifies the outputs and measures your team can review in a pilot.

UC1

Agentic claims triage and review

"First notice of loss starts a long chain of manual steps, and the policyholder is waiting through all of it."

Carriers with claim queues where adjusters spend substantial time collecting and organizing information.

What this demo shows

The demo triages FNOL, proposes a severity class, gathers connected evidence, summarizes the claim, and prepares a coverage review packet for an adjuster.

What a pilot includes

Connect approved FNOL channels, evidence sources, policy systems, and the claims platform. Configure adjuster review for coverage, severity, payment, and exceptions.

Example prompt or trigger

Triage these new claims, propose a severity class, identify missing evidence, and prepare packets for adjuster review.

Example outputs

Proposed severity classEvidence checklistDecision-ready packetAdjuster queueCycle time report

UC2

Agentic underwriting assistant

"Underwriters spend most of their day gathering and structuring submission data, not pricing risk."

Carriers and MGAs in commercial lines where submission volume and broker SLAs are the constraint.

What this demo shows

The demo extracts risk attributes from a submission, adds approved third-party context, summarizes the exposure, and prepares a cited packet for the underwriter's decision.

What a pilot includes

Connect submission intake, third-party enrichment, and policy systems. Configure the underwriter workspace and review flow.

Example prompt or trigger

Take these submissions, extract risk attributes, enrich with exposure data, and produce decision-ready packets for our underwriters.

Example outputs

Structured submissionExposure summaryPricing benchmarksDecision-ready packetUnderwriter dashboard

UC3

Agentic policyholder service

"Routine policy, billing, and claim status questions still hit a call center that cannot scale."

Carriers with high inbound volume on routine asks where containment is the cost play.

What this demo shows

The demo uses approved policy, policyholder, billing, and open-claim context to answer selected questions or route the conversation to a service representative.

What a pilot includes

Connect policy, billing, and claim systems, configure the assistant for the top intents, and pilot with a slice of inbound traffic.

Example prompt or trigger

Let a policyholder authenticate, check coverage, ask about a claim, and pay a bill across voice and chat.

Example outputs

Authenticated sessionResolved intentConfirmationContainment metricCSAT trend

Pilot path

A five-step path to a useful pilot.

Start with one workflow, agree on the baseline, connect the approved data, test with users, and let the results guide the operating plan.

Plan a pilot

Discover

Pick the workflow

Choose claims, underwriting, or service as the entry point.

Connect

Connect systems

Map policy, claims, billing, and enrichment sources.

Build

Build the workflow

Configure the agent steps and assign human review to coverage, pricing, payment, and exceptions.

Pilot

Test with users

Run with a real team on a controlled slice and compare it with the current baseline.

Operate

Prepare for steady state

Define monitoring, evaluation, support, and reporting.

Who this is for

P&C and life carriers, MGAs, and brokers where claims, underwriting, and customer service drive cost, customer experience, and combined ratio.

Insurance demo

Part of the Tactical Edge insurance demo library. See related demos for the rest of the customer journey.

Browse the library

What to measure

Agree on a baseline before the pilot, then compare the output, review effort, exceptions, quality, and operating cost with your current process.