Industry · Insurance
High-volume claims and broker servicing, handled.
My Voice Ai agent answers status calls, captures FNOL, chases documents, and routes complex or sensitive claims to humans with full context.

Use cases
- Claim status
- First notice of loss (FNOL)
- Policy questions
- Document chasing
- Renewal reminders
- Broker servicing
- Coverage information collection
- Escalation for complex or sensitive claims
Voice workflows
Call flows the agent runs end-to-end
Claim status lookup
Authenticated status update with next-step expectations.
- 1Verify caller against policy + DOB
- 2Pull claim state from claims system
- 3Read latest activity and expected next contact
- 4Offer SMS recap and callback if adjuster is needed
FNOL intake
Structured first notice of loss with required fields validated live.
- 1Confirm policy is in force on loss date
- 2Capture loss type, date, location, parties involved
- 3Collect injury / damage indicators with safety checks
- 4Create claim record and SMS the claim number
Document chasing callback
Outbound nudge to collect missing claim documents.
- 1Authenticate against claim and reference
- 2Read outstanding document list
- 3Send secure upload link via SMS / email
- 4Confirm receipt or schedule a follow-up
Renewal reminder + quote handoff
Pre-renewal contact with warm transfer to a licensed agent.
- 1Confirm renewal date and current premium
- 2Capture changes in risk (mileage, address, drivers)
- 3Offer to hold or transfer for re-quote
- 4Live-transfer to licensed agent on intent
Broker servicing triage
Dedicated line for brokers with faster verification.
- 1Authenticate broker against agency code
- 2Identify request type (endorsement, COI, claim status)
- 3Resolve self-serve actions or open a servicing ticket
- 4Route urgent items to the right desk
Structured data
Fields extracted on every call
Every call ends with a validated JSON payload posted to your system of record. No free-text summaries to re-key.
FieldTypeExample
- policy_numberstringPOL-4421-8830
- claim_numberstringCLM-2026-118842
- loss_datedate2026-06-09
- loss_typeenumauto_collision
- caller_roleenuminsured | broker | third_party
- vehicle_vinstring?1HGCM82633A004352
- documents_outstandingstring[]["police_report", "photos"]
- callback_windowtimerange?2026-06-17 14:00–17:00
- sentimentenumneutral | distressed | hostile
Escalation scenarios
When the agent stops and hands off
Hard guardrails. The agent never improvises through these — it routes to a human with full context attached.
- Bodily injury or fatality mentionedSenior adjuster, live transfer
- Vulnerable customer signals detectedHuman agent, priority queue
- Coverage dispute or denial pushbackClaims team lead
- Fraud indicators in the narrativeSIU queue with flagged transcript
- Regulated complaint language usedComplaints team within SLA
Notes
- · Multi-line and multi-region deployments supported.
- · No autonomous claims decisions — agents collect, route, and summarize for adjusters.
