Claims Communication Automation for Insurance

Let your AI agent handle broker requests, follow-ups, and response tracking so you can resolve claims faster and focus on complex cases.

You spend hours each week in Outlook and Excel, chasing reinsurance brokers for missing claim details. As a claims adjuster, it’s exhausting to draft emails, track replies, and organize documents—especially when deadlines are tight and clients are waiting.

An AI agent that drafts, tracks, and organizes all reinsurance broker communications for claims adjusters, reducing delays and manual follow-up.

What this replaces

Draft custom broker requests in Outlook for each claim
Update broker response tracking in Excel spreadsheets
Send manual follow-up emails for missing documents
Organize broker replies in shared network drives for audits
Rewrite unclear requests after broker pushback

The hidden cost

What this is really costing you

In insurance, claims adjusters often juggle dozens of open cases and must coordinate with reinsurance brokers for critical documentation. Manually drafting requests in Outlook, updating response logs in Excel, and organizing broker replies for audits eats up valuable time. Each delay means claims stay unresolved, leading to frustrated clients and pressure from management. The constant back-and-forth increases the risk of missing deadlines and compliance issues.

Time wasted

1.7 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,465/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Ignoring this leads to delayed claim settlements, audit headaches, and missed regulatory deadlines that can trigger fines or lost client trust.

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

$2,465/year/ year

With your AI agent

15 min/week

agent-handled

$435/year/ year

You save

$2,030/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.

Request Missing Loss Details

You ask your agent to draft and send a request to a broker for missing loss run reports needed for a claim review.

Follow Up on Outstanding Inquiries

You ask your agent to check which brokers haven’t replied to last week’s information requests and prepare follow-up messages.

Organize Broker Responses for Audit

You ask your agent to collect all broker replies for a claim, summarize the key points, and organize them for an upcoming audit.

Clarify Documentation Needs

You ask your agent to rewrite a request to a broker after their initial response was unclear or incomplete.

How to hire your agent

1

Connect your tools

Link your agency management systems, claims management platforms, and electronic communications tools used for broker correspondence.

2

Tell your agent what you need

Type: 'Request a status update and missing documentation from ABC Reinsurance for claim #20231234.'

3

Agent gets it done

Receive a ready-to-send message, a dashboard of broker response statuses, and organized claim documentation for your records.

You doing it vs. your agent doing it

Write each request from scratch, referencing claim details and broker contacts.
Agent generates tailored requests using claim data and broker info.
30 min/week
Manually update spreadsheets or notes to track which brokers replied.
Agent automatically tracks and summarizes response statuses.
20 min/week
Send individual follow-up emails and keep logs of correspondence.
Agent prepares and schedules follow-up messages based on response status.
15 min/week
Sort through emails and attachments, summarize and file responses.
Agent extracts and organizes key details, creating a summary for your files.
25 min/week

Agent skill set

What this agent knows how to do

Draft Broker Requests from Claim Files

Pulls claim details from Guidewire or Duck Creek and generates tailored information requests for each reinsurance broker.

Monitor Broker Responses in Real Time

Tracks incoming replies via Outlook and flags outstanding requests, summarizing status in a dashboard or CSV export.

Automate Follow-Up Messaging

Prepares polite, context-aware follow-ups for brokers who haven’t responded, referencing prior correspondence and deadlines.

Summarize and File Broker Replies

Extracts key data from broker emails and organizes responses by claim number for easy retrieval during audits.

Clarify and Rephrase Requests

Rewrites rejected or unclear requests to ensure brokers understand exactly what’s needed, reducing back-and-forth.

AI Agent FAQ

No, your AI agent drafts all correspondence for your review. You approve and send messages from Outlook or your claims platform, maintaining full control over communications.

You specify the claim and missing items, and the agent pulls relevant details from your claims management system (e.g., Guidewire) to draft precise requests. You can edit before sending.

The agent connects to Guidewire, Duck Creek, and other major claims platforms via API. For custom systems, you can upload claim files for context.

All data is encrypted in transit using TLS 1.3 and never stored after processing. Only you can access drafts and summaries, and no information is shared externally.

Currently, the agent drafts and summarizes communications in English. Support for additional languages is planned for future releases.

By automating drafting, tracking, and organizing broker correspondence, your AI agent minimizes manual entry mistakes and ensures all requests are complete and clear.

See how much your team could save with AI

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