Template
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Insurance Workforce
Your AI team of chatbots and agents. Connect the necessary tools.
insuranceUse template
Description
Description
Insurance Workforce
Eight AI colleagues for your brokerage office. Each assistant works independently: choose which ones you use and adjust the settings to your operations.
CHATBOTS (you ask the question, they work it out)
AML and KYC
- Checks a customer or company via KBO, VAT and public sources
- Provides a risk score with a recommendation for the AMLCO
- Delivers a complete anti-money laundering report
- Tests a denial or expert report against the policy and the Insurance Act
- Compares the arguments of customer and insurer side by side
- Suggests the next step, and drafts a reply on request
- Prepares a customer meeting based on the complete portfolio
- Identifies missing, insufficient and redundant coverages
- Provides a maximum of 5 substantiated discussion points
- Reads quotes from different insurance companies
- Compares premiums, benefits, deductibles and exclusions side by side
- Provides a preliminary substantive and commercial outline
- Assigns the correct labels to each incoming email (in Outlook: categories)
- Moves emails to the correct folder
- Forwards emails from general mailboxes to the right colleague
- Processes each customer meeting from Leexi
- Creates an IDD-compliant file note and action list
- Prepares a confirmation email for the customer as a draft
- Reads the premium lists from the insurance companies
- Bundles outstanding premiums per customer
- Prepares reminder emails as drafts, you send them
- Recognizes claims emails and analyzes the email and attachments
- Determines new file or follow-up, claim type and urgency
- Forwards the analysis to your claims manager and prepares a customer email where necessary
Integrations
Used integrations
This template uses the following integrations.