Templates

Claims Processing Agent

Automates email workflows for insurance claims processing.

Insurance

What This Agent Does

Automates email workflows for insurance claims processing.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: claim, policy number, adjustment, settlement, review, documentation OR from: claims@insurance.com, @provider.net

THEN DOES

1. Search knowledge base for claim policy details and filing checklist. 2. If subject contains 'claim approval' or 'adjustment required,' forward to approvals@insurance.com and label as 'urgent-processing.' 3. If subject contains 'settlement' or 'review', forward to settlements@insurance.com, and label ‘review-pending’. 4. For documentation requests, reply with a form template and guide for document submission. Forward to documentation@insurance.com. 5. Mark as read and archive original message after processing.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.