Industries · Insurance

Process claims end-to-end — carriers, brokers, and MGAs

Handle FNOL, claims status, and policy inquiries end-to-end. AI employees integrate with your core systems for fast, compliant resolution.

80%+
Tier-1 inquiries automated
−40%
Claims resolution time
+15%
NPS improvement
>5×
Customer ROI
Industry benchmarks observed across AgentUnicorn deployments and comparable programs.
Use cases

Where AI employees take the load

10 workflows live in production across customer, sales, and back-office.

  • FNOL intake
  • Claims status
  • Policy inquiries
  • Underwriting triage
  • Premium payments
  • Renewals
  • Add-ons & cross-sell
  • NPS
  • Win-back
  • Complaints
Typical roles to hire

One platform. New role = config, not code.

11 ready-to-deploy roles. Add a new one without changing your stack.

  • Claims intake
  • Policy support
  • FNOL agent
  • Underwriting triage
  • Premium collection
  • Renewal agent
  • Outbound cross-sell
  • NPS agent
  • Win-back agent
  • Employee training
  • Custom role
Stack

Reuse what works. Replace what doesn't.

We slot into your existing telephony, KB, and CRM — or replace the components holding you back. Both deployment modes available: cloud SaaS or on-prem.

Telephony / SIP / messengers
Dialer
Conversational / speech analytics
ASR (STT) / TTS stack
Knowledge base / search / RAG
LLM for your languages
Perfect fit: on-prem 15+ conversational FTE (actual or target, multiple roles); cloud 3+ FTE.
Integration scope

Connect to the systems that decide outcomes

Minimum pilot integration: one telephony path, plus one knowledge source, customer-action API, or CRM/ticketing workflow.

Telephony
SIP / PSTN / WebRTC · Twilio, Aircall, Talkdesk
Text channels
Messengers, WebChat, AppChat, VoiceChat
Operations
Tickets, cases, callbacks · Zendesk, Jira, Service Desk
Customer data
CRM, CDP, customer profiles
Core workflows
Eligibility, payments, orders · custom APIs and data mart
Deployment & security

Your infrastructure, your data, your rules

On-prem / private cloud
  • Full data sovereignty — runs in your data center
  • For regulated and low-resource environments
  • Source-code and extra-FTE licensing options
  • Enterprise on-prem setup in weeks
Cloud SaaS / your cloud
  • Fastest go-live — managed and auto-scaling
  • Live in days for mid-market and enterprise
  • Same runtime, same roles, same guardrails
  • New role or vertical = config and knowledge bases, not code
Security & compliance
  • In-country data residency
  • Rule-locked compliance steps and full audit trail
  • Highload, PCI-DSS-grade architecture experience
  • Call recording, redaction, QA scoring, and incident review
Guardrails

Guardrails are part of the runtime, not a checklist

Enterprise agents need deterministic boundaries around what they can say, what they can do, when they must ask for clarification, and when they must escalate.

1
Policy

Approved scripts, prohibited claims, regulatory wording, jurisdiction rules.

2
Identity & permissions

Who the agent is talking to, what it may disclose, and which actions it may take on your systems.

3
Runtime checks

Grounding, contradiction detection, generated-response checks, refusal logic.

4
Human handoff

Escalation triggers, call summary, disposition, and next-step routing.

Typical pilot plan

Designed for business validation

Week 1
Scope
Select one role, process, product, call types, and KPI targets.
Weeks 2–3
Build
Connect telephony, knowledge sources, and one action API. Configure persona, stages, and compliance steps.
Weeks 4–5
Live traffic
Run controlled pilot traffic with QA scoring, transcript review, and script iteration.
Week 6
Decide
Review containment, conversion/recovery, quality, and compliance exceptions against agreed thresholds.
Required inputs from you
  • Call recordings / scripts
  • Compliance policies
  • Knowledge base
  • Pilot traffic rules
  • Tool / API access
  • KPI baseline

Success decision: expand if the pilot beats agreed thresholds on containment, conversion or recovery, quality, and compliance exceptions.

Start a Insurance pilot

Request pricing for your pilot

Six questions, under a minute. We respond within one business day to schedule a scoping call, where pricing terms are discussed.

Full request form →
FAQ

Insurance questions, answered

Can AI employees handle FNOL and claims status end-to-end?
Yes — first notice of loss, claims status, document collection, and adjuster routing are standard workflows. The agent integrates with your claims core and policy admin systems to act, not just answer.
How does AgentUnicorn handle PII and compliance in insurance?
Rule-locked scenarios, guardrails for sensitive steps, full call recording, redaction, and audit trails. Deployment can be fully on-prem to keep policyholder and claims data inside your perimeter.
Does it work for brokers and MGAs, not just carriers?
Yes. The same platform serves carriers, brokers, MGAs, and reinsurers. Roles and integrations adapt to your specific workflow and system stack.
How fast can we add a new product line or region?
New roles and product lines are configuration on the same platform. Adding a language or region is training, not a rebuild. Production timelines are typically a few weeks.

Get pricing for Insurance

Share your deployment preference, languages, and target FTE. We'll respond within one business day to schedule a scoping call.