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AI agents for the Insurance industry — capability overview
Insurance
Step 2 of 3 — Choose a category & role

Insurance agents, by category.

Policy servicing, claims triage and renewal automation. Select the role you want to automate inside each category.

Also on Microsoft Marketplace

You can also find us on Microsoft Marketplace. Open a listing to see its details and plans.

About Insurance AI agents

Insurance AI agents serve policyholders, advisors and marketing teams across health, life, general and home insurance. Customer agents answer from the customer's actual policy schedule and wording, handle renewals and endorsements, and take claim notifications with document and photo uploads. Advisor assistants compare plans, check underwriting rules and generate quotes.

Decisions stay with your people: claims assessment remains with your claims team, and pre-authorisation requests go to your TPA or in-house desk. Marketing agents work from approved templates with mandatory disclosures. The health and life insurance advisor assistants are offline-ready, for insurers that keep data on their own servers.

Questions about Insurance AI agents

Do the agents decide claims?

No. Customers can start a claim, upload documents and track its status; assessment stays with your claims team.

Can they answer from a customer's own policy?

Yes. They read that customer's policy schedule and wording rather than generic brochures, so answers about cover, waiting periods and sub-limits match the policy.

How is policyholder data protected?

Deployments support private or on-premise hosting, encryption and strict role-based access. Our security page sets out our contract terms and what we do not hold.

How do we start with a insurance AI agent?

Pick the agent closest to what you need and book a call. We check the fit with your systems, run a pilot on one workflow with your own data, and test the agent against real requests before it goes live. If no agent fits, we build one: see AI agents.