Claims Communication Automation for Adjusters
Let your AI agent handle broker emails, reminders, and summaries—so you can focus on resolving claims faster and with less stress.
You spend hours each week in Outlook and Excel, chasing down reinsurance brokers for missing documents. As a claims adjuster, keeping track of email threads, deadlines, and follow-ups is overwhelming and error-prone. Missed responses can delay settlements and put compliance at risk.
An AI agent that automates drafting, tracking, and summarizing broker communications for claims adjusters in financial services.
What this replaces
The hidden cost
What this is really costing you
In financial services, claims adjusters often juggle dozens of broker conversations, manually drafting requests, updating Excel trackers, and searching through Outlook for missing responses. Each follow-up eats into your day, and compiling summaries for claim files is tedious. The constant back-and-forth with brokers slows down claim resolution and increases the risk of missing critical information. This manual process drains time and creates stress for adjusters and their managers.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$4,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this leads to delayed claim settlements, increased risk of compliance violations under regulations like Solvency II, and potential financial losses from missed deadlines.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
15 min/week
agent-handled
You save
$3,400/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Requesting Missing Policy Details
You ask your agent to draft a request to a broker for missing reinsurance policy documents needed to process a claim.
Summarizing Broker Replies for a File
You ask your agent to summarize a lengthy broker email chain into a one-page summary for the claim record.
Tracking Multiple Broker Requests
You ask your agent to list all outstanding information requests sent to brokers for open claims this month.
Preparing Follow-Up Reminders
You ask your agent to suggest and draft a follow-up message to a broker who hasn't responded within the required timeframe.
How to hire your agent
Connect your tools
Link your document management, claims processing, and email communication tools used in your daily workflow.
Tell your agent what you need
Type: “Draft a request to ABC Reinsurance for the original policy document and claims history on file #2023-145.”
Agent gets it done
Receive a ready-to-send broker request email, a summary of any replies, and an updated status tracker for your claim.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Custom Broker Requests
Generates personalized information requests to reinsurance brokers using claim data from SharePoint or Guidewire.
Summarize Broker Email Chains
Condenses lengthy Outlook conversations with brokers into one-page summaries for claim records.
Track Outstanding Broker Responses
Monitors pending requests in Excel or Google Sheets and flags overdue items for quick follow-up.
Compile Broker Communication History
Creates structured logs of all broker correspondence, ready for compliance review or audits.
Suggest Follow-Up Actions
Analyzes response timelines and recommends next steps or draft reminders based on claim requirements.
AI Agent FAQ
No, your AI agent drafts emails for your review in Outlook or Gmail. You retain full control over all outbound communications to ensure accuracy and compliance with company policy.
The agent updates a live tracker in Excel or Google Sheets, showing which requests are pending, completed, or overdue. You can filter by claim number, broker, or date to get a clear overview at any time.
While the agent does not directly connect to Guidewire or Duck Creek, you can copy outputs into these systems. Integration with major claims platforms is planned for future releases.
All data is encrypted in transit using TLS 1.3 and is never stored after processing. Only authorized users within your organization can access the agent’s outputs.
Yes, your agent can process several requests simultaneously. Specify the claim number or broker, and the agent will track and summarize each conversation separately.
Related tasks
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