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Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
35 agents in Insurance BPO
Claims, policy documents and adjudication queues, at volume.
Start here in Insurance BPO
Client QBR prep
Quarterly reviews in minutes
Salesforce, Snowflake, BoxSalesforce, Snowflake, BoxMore in Insurance BPO
Agent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS TeamsCall quality review
Calls scored against the client's quality form
Zendesk, Snowflake, MS TeamsClaim file summary
The claim's facts, coverage and reserves on one page
Box, Salesforce, SnowflakeClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsClient invoicing
Transaction-based invoices built from the volumes worked
NetSuite, Snowflake, BoxClient transition planning
A new client's book moved in on a tracked plan
Smartsheet, MS Teams, BoxComplaint handling
Complaints answered within the regulator's deadline
Zendesk, ServiceNow, BoxCoverage determination
Coverage analyzed against the policy, letter drafted
Box, Salesforce, ServiceNowData access request handling
Individual data requests fulfilled within the deadline
ServiceNow, Box, OktaDeath claim processing
Life claims verified and paid to the right beneficiary
Box, Salesforce, SAPFNOL intake
New claims captured complete and assigned within the hour
Salesforce, ServiceNow, BoxFraud referral screening
Claims screened for fraud indicators before payment
Snowflake, Box, ServiceNowLitigated claim tracking
Suits, counsel budgets and deadlines tracked per claim
Box, ServiceNow, MS TeamsMedical bill review
Provider bills checked against the fee schedule
Box, Snowflake, ServiceNow
Policyholder inquiry handling
Policyholder questions answered from the policy record
Zendesk, Salesforce, ConfluencePremium audit workpapers
Audited exposures computed from the insured's records
SAP, Box, SnowflakeDon't see the job you need?
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