Digital Workers automate hundreds of insurance processes
Insurance automation has moved from single software robots to workflows where AI agents, robots and handlers work on the same case. Claims move faster from first report to settlement.
Insurers that align strategy, data quality and technology already see sharper risk insight and a better customer experience.
Agent Workforce is a team of specialised AI agents. It reads unstructured data, checks coverage, flags possible fraud and prepares claims for settlement, with people deciding where judgment is needed. Learn more at agent-workforce.com.
Every claim starts complete, from the first call or message
Many insurers already run claims workflows with software robots and handlers on the same case. The part that often stays manual is the first minute. A customer makes a phone call or write to a chat, and a person takes the details. Digital Workforce with boost.ai now answers that first contact at any hour, in the customer's own language, and runs the work behind it.
The customer reports a loss in their own words, on any channel
Voice AI agents take the call and AI agents take the chat. Both read meaning rather than keywords, so dialect and half-finished sentences are still understood. The service reads back dates and reference numbers so the customer can confirm them.
Properly reported claim costs less at every later step
The service authenticates the customer, then opens the policy and claim systems and records the details. Document processing reads the photos and documents the customer sends. The case reaches the right handler with everything already in place. An incomplete report means a chase call, a second assessment and a customer who tells the story again.
Judgment stays where you want it
AI agents can take the steps that need judgment, such as checking a claim against the policy, under the same SLA and guardrails. Hard decisions, upset customers and anything where a small error is costly go to your handler, with the verified identity, the transcript and everything the service collected. You buy the completed request under one agreement and one SLA.
Claims close faster when the case arrives complete. That is decided at the first contact.
Watch video
RPA at If Insurance – People and robots working together
At If, one of the Nordics' leading insurance companies, understanding the needs of their employees and customers has been put to the center of Robotic Process Automation. Watch the company's story video and learn how RPA can help to improve both employees' work experience and customer service.
Heatmap for Insurance processes
Automation potential
High
Automation potential
Medium
| Customer service | Risk & Compliance | Insurance sales service | Claims handling | Green card | KYC | Updating an e-invoice address | Using AI to recognise damages (vehicle) |
|---|---|---|---|
| Company customers yearly info | Real time analytics with RPA | Online insurance to the legacy system | Direct claim from a partner to the insurer |
| Travel insurance certificate | AML | Changes of the insurance object | Enhancing after service processes |
| Enhancing after sales processes | LOG data for audit trail | Changes in payment terms | Updating bank account information |
| Termination of an insurance | Sanction screening | Enhancing after sales processes | CSAS feedback loop |
| Classifying customer messages by utilizing AI | Authority inquiries | CSAS feedback loop | Redirecting claim to the right handling process (AI) |
Process examples
Latest News & Resources related to Insurance
