Stop Drowning in Claims Paperwork

Instantly process and record new insurance policies and claims—no more manual data entry headaches.

Every day is a battle with endless forms, confusing codes, and constant double-checking. One small mistake means hours lost fixing records and answering to supervisors.

The hidden cost

What this is really costing you

Processing and recording new insurance policies and claims means juggling multiple systems, entering repetitive data, and verifying every detail for accuracy. The constant back-and-forth between billing, claim processing, and coding tools eats up your time. Even a minor error can lead to delays, compliance issues, and unhappy clients.

Time wasted

1.9 hrs/week

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

Money lost

$2,755/year

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

If you keep ignoring it

Manual work leads to more errors, slower claim approvals, and increased stress. You risk falling behind on daily tasks and facing frustrated policyholders.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Speed Up New Policy Entry

You ask your agent to extract and enter all details from a new insurance application into your database.

Record a New Claim Fast

You ask your agent to process a new claim, verify codes, and log it in your tracking system.

Double-Check for Coding Errors

You ask your agent to review a claim for any missing or incorrect medical codes before finalizing.

Summarize Recent Claims Activity

You ask your agent to generate a summary report of all claims processed this week.

How to hire your agent

1

Connect your tools

Link your account management, claim processing, and coding software to the agent.

2

Tell your agent what you need

Type: 'Process this new claim and record all details in our system.'

3

Agent gets it done

The agent processes the claim, enters all data, verifies codes, and provides a summary for your review.

You doing it vs. your agent doing it

Switch between forms and systems, copy-paste details by hand.
Agent extracts and enters all details instantly.
30 min/week
Manually cross-check codes and look up errors.
Agent flags inconsistencies before you submit.
20 min/week
Update spreadsheets and logs after each claim.
Agent tracks and updates status automatically.
15 min/week
Compile data from multiple sources to create reports.
Agent creates summaries on demand.
15 min/week

Agent skill set

What this agent knows how to do

Extract Policy Details

Pulls all relevant information from digital forms and documents, organizing it for easy review.

Automate Data Entry

Inputs policy and claim data into your existing systems with high accuracy.

Verify Codes and Information

Checks for correct procedure and condition codes, flagging inconsistencies before submission.

Generate Filing Summaries

Creates clear, organized summaries of each processed claim or policy for your records.

Track Submission Status

Keeps a log of processed items, so you always know what’s pending or complete.

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