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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
Claims piercing
  • 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
Commercial advisor
  • Prepares a customer meeting based on the complete portfolio
  • Identifies missing, insufficient and redundant coverages
  • Provides a maximum of 5 substantiated discussion points
Quote comparator
  • Reads quotes from different insurance companies
  • Compares premiums, benefits, deductibles and exclusions side by side
  • Provides a preliminary substantive and commercial outline
AGENTS (work automatically in the background) Email sorter
  • 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
Meeting processor
  • 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
Unpaid premiums
  • Reads the premium lists from the insurance companies
  • Bundles outstanding premiums per customer
  • Prepares reminder emails as drafts, you send them
Claims manager
  • 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
Emails to customers always remain as drafts. You decide what gets sent.