Insurance agentic AI demo

Modernize core insurance processes with agentic AI.

See how your carrier can shorten claim cycles, lift underwriting capacity, and serve customers faster with agentic AI on claims, underwriting, and customer service, with security and compliance built in.

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What you hear from the team

"Claim cycle times keep rising, underwriting is bottlenecked, and customer service cost is outpacing premium growth."

Insurance capabilities

What your team can do.

Agentic claims processing

Use agents to triage first notice of loss, gather evidence, summarize the claim, draft the decision, and route the cases that need a human.

Agentic underwriting assistant

Pull submission data, structure the risk, surface exposure and pricing context, and produce decision-ready packets for underwriters.

Agentic customer service

Resolve routine policy, billing, and claim status inquiries with assistants that know the policy and the policyholder.

Built-in security and compliance

Apply masking, retention, audit, and approval patterns so agentic AI is safe to operate on PII and regulated data.

Connect systems

Policy, claims, billing, broker submission, and third-party enrichment feed the agentic layer.

Build agents

Stand up agents per workflow with the tools, guardrails, and review steps each one needs.

Embed in operations

Integrate into existing adjuster, underwriter, and policyholder experiences.

Govern

Apply masking, audit, retention, and approval patterns aligned to insurance regulation.

Shorter claim cycles

Cut time from FNOL to decision and from decision to payment.

More underwriting capacity

Lift submissions handled per underwriter without sacrificing quality.

Lower cost to serve

Deflect routine policyholder asks and shorten live agent contacts.

Compliant by design

Masking, audit, and approval patterns keep agentic AI safe to operate on regulated data.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Agentic claims triage and decisioning

"First notice of loss starts a long chain of manual steps, and the policyholder is waiting through all of it."

Carriers with high claim volume in lines where automation can compress cycle time without sacrificing accuracy.

What this demo shows

Triage FNOL, classify severity, gather evidence, summarize the claim, draft the coverage and severity decision, and escalate the cases that need a human adjuster.

Implementation scope

Connect FNOL channels, evidence sources, policy systems, and claims platform. Configure agent steps with adjuster review on edge cases.

Live prompt or trigger

Triage these 100 new claims, classify severity, request additional evidence, and produce decision-ready packets.

Severity classificationEvidence checklistDecision-ready packetAdjuster queueCycle time report

UC2

Agentic underwriting assistant

"Underwriters spend most of their day gathering and structuring submission data, not pricing risk."

Carriers and MGAs in commercial lines where submission volume and broker SLAs are the constraint.

What this demo shows

Read the submission, extract risk attributes, enrich with third-party data, summarize the exposure, surface pricing benchmarks, and produce a decision-ready packet for the underwriter.

Implementation scope

Connect submission intake, third-party enrichment, and policy systems. Configure the underwriter workspace and review flow.

Live prompt or trigger

Take these submissions, extract risk attributes, enrich with exposure data, and produce decision-ready packets for our underwriters.

Structured submissionExposure summaryPricing benchmarksDecision-ready packetUnderwriter dashboard

UC3

Agentic policyholder service

"Routine policy, billing, and claim status questions still hit a call center that cannot scale."

Carriers with high inbound volume on routine asks where containment is the cost play.

What this demo shows

Resolve routine policy, billing, and claim status questions across voice, chat, and mobile with an assistant that knows the policy, the policyholder, and the open claim.

Implementation scope

Connect policy, billing, and claim systems, configure the assistant for the top intents, and pilot with a slice of inbound traffic.

Live prompt or trigger

Let a policyholder authenticate, check coverage, ask about a claim, and pay a bill across voice and chat.

Authenticated sessionResolved intentConfirmationContainment metricCSAT trend

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the workflow

Choose claims, underwriting, or service as entry point.

Week 2

Connect systems

Wire policy, claims, billing, and enrichment sources.

Week 3

Build the agent

Configure the agent steps with human review where needed.

Week 4

Pilot

Run with a real team on a live slice with measured outcomes.

Week 5

Operate

Move into steady state with monitoring, evaluation, and reporting.

Who this is for

P&C and life carriers, MGAs, and brokers where claims, underwriting, and customer service drive cost, customer experience, and combined ratio.

Insurance demo

Part of the Tactical Edge insurance demo library. See related demos for the rest of the customer journey.

Browse the library

Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.