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.

Insurance claims operations floor

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.

  1. 1Verify caller against policy + DOB
  2. 2Pull claim state from claims system
  3. 3Read latest activity and expected next contact
  4. 4Offer SMS recap and callback if adjuster is needed

FNOL intake

Structured first notice of loss with required fields validated live.

  1. 1Confirm policy is in force on loss date
  2. 2Capture loss type, date, location, parties involved
  3. 3Collect injury / damage indicators with safety checks
  4. 4Create claim record and SMS the claim number

Document chasing callback

Outbound nudge to collect missing claim documents.

  1. 1Authenticate against claim and reference
  2. 2Read outstanding document list
  3. 3Send secure upload link via SMS / email
  4. 4Confirm receipt or schedule a follow-up

Renewal reminder + quote handoff

Pre-renewal contact with warm transfer to a licensed agent.

  1. 1Confirm renewal date and current premium
  2. 2Capture changes in risk (mileage, address, drivers)
  3. 3Offer to hold or transfer for re-quote
  4. 4Live-transfer to licensed agent on intent

Broker servicing triage

Dedicated line for brokers with faster verification.

  1. 1Authenticate broker against agency code
  2. 2Identify request type (endorsement, COI, claim status)
  3. 3Resolve self-serve actions or open a servicing ticket
  4. 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.

  • 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 mentioned
    Senior adjuster, live transfer
  • Vulnerable customer signals detected
    Human agent, priority queue
  • Coverage dispute or denial pushback
    Claims team lead
  • Fraud indicators in the narrative
    SIU queue with flagged transcript
  • Regulated complaint language used
    Complaints team within SLA

Notes

  • · Multi-line and multi-region deployments supported.
  • · No autonomous claims decisions — agents collect, route, and summarize for adjusters.