Automates high-volume email tasks for insurance claim management professionals.
Insurance ManagementAutomates high-volume email tasks for insurance claim management professionals.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: claim submission, policy update, coverage inquiry, incident report, payment status, renewal OR from: claims@insuranceco.com, clients@riskmanager.com, @brokerage.com, adjuster@
1. Search knowledge base for policy details and claims processing guidelines. 2. For claim submissions, forward to claims-processing@insuranceco.com with client details and incident report attached. Add 'claims-pending' label. 3. For coverage inquiries, reply with relevant policy details using template responses and forward to account-manager@insuranceco.com. Add 'coverage-inquiry' label. 4. For incident reports with critical keywords (e.g., 'accident', 'damage'), forward with high priority to emergency-response@insuranceco.com. Add 'urgent' label. 5. For payment status inquiries, check existing records, reply with status, and if unresolved, forward to finance@insuranceco.com. Add 'payment-status' label.