Document triage

Classify & route incoming docs

Insurance BPOAutomationDocumentationBox, ServiceNow, Salesforce
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Ingests the document

Classifies incoming policy and claim documents

Classifies and extracts

Routes each to the right queue

Routes with confidence flags

Flags missing or inconsistent data

Works inBox, ServiceNow, Salesforce

What it does

  • Classifies incoming policy and claim documents
  • Routes each to the right queue
  • Flags missing or inconsistent data

Connects to

Box

Read, classify, and file documents with retention rules.

ServiceNow

Open, correlate, and resolve incidents and requests.

Salesforce

Enrich, update, and report on records under your profile.

Related agents

All Insurance BPO agents
Insurance BPO

Policyholder updates

Process & communicate changes

Salesforce, Zendesk, ServiceNow
Public Sector

Document processing

Extract, classify & route

Box, ServiceNow, SAP

More in Insurance BPO

All Insurance BPO agents
Insurance BPO

Client QBR prep

Quarterly reviews in minutes

Salesforce, Snowflake, Box
Insurance BPO

New hire knowledge assist

Onboarding & knowledge base

Confluence, Notion, Zendesk
Insurance BPO

Weekly SLA report

Automated SLA tracking

ServiceNow, Snowflake, Slack

Works in the same systems

All agents on these systems
Financial Services

Client onboarding paperwork

Account opening documents prepared and checked

Salesforce, Box, ServiceNow
Consulting

Conflict check

New opportunities screened against current clients

Salesforce, Box, ServiceNow
Legal

Contract obligation tracking

Renewals, deliverables and notices tracked per contract

Salesforce, Box, ServiceNow

Templates that connect to the same systems

All templates on these systems
Sales and customers

Account research desk

Researches an account before a meeting and writes the pre-call brief.

Salesforce, HubSpot, Slack
Sales and customers

Call follow-ups

Turns a call transcript into a recap, the promises made and a dated follow-up list.

Salesforce, HubSpot, Asana
Sales and customers

Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

Box, Notion, Google Drive

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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