Insurance
Policies, claims and customer conversations.
Keep every policy and claim with its customer's conversations, so questions get answers and claims keep moving.
What's in the Insurance module
Everything below is part of the module today.
- 1
Policies
every customer's policy in one place.
- 2
Claims
file, track and close claims.
- 3
Documents
collect and keep the paperwork.
- 4
Customers
every call and message in one timeline.
A day with it
A customer calls about a claim; the agent sees the policy, the claim status and past conversations, and updates the file while still on the phone.
Add AI when you're ready
Optional — the module works fully without it.
- An AI phone agent handles intake, answers status questions and collects claim details, then hands over to an advisor with a summary.
- Digital workers fill the same forms on insurer portals from your customer records.
No AI needed to use this module. Turn on AI channels later without changing how your data is organized.
Other industries
Start today
Create your workspace in minutes and put your first AI employee to work.
No credit card needed · Works in any language