Claims and underwriting files arrive incomplete and require repeated manual follow-up.
AI agents for claims, underwriting, and policy servicing.
Orchestrate document-heavy insurance workflows across customers, brokers, adjusters, and internal systems without losing control of compliance or exceptions.
- Claims intake
- Underwriting support
- Broker servicing
Where manual work slows the business down.
These are the pressure points Infofusion AI is built to absorb before work reaches your expert teams.
Evidence sits across PDFs, photos, email threads, portals, and broker submissions.
Teams spend too much time classifying documents before expert review can begin.
Compliance and customer communication logs are difficult to align across systems.
Reusable patterns for real operations.
Each pattern follows the same operating model: intake, extraction, reasoning, human confirmation, and system action.
Claims triage
Steps
- 1Read claim package
- 2Classify coverage
- 3Detect missing evidence
- 4Route to handler
OutcomeA prioritized claim queue with completeness status and next-best actions.
Underwriting intake
Steps
- 1Extract applicant data
- 2Validate documents
- 3Compare policy rules
- 4Prepare referral
OutcomeCleaner underwriting packs and fewer manual checks before specialist review.
Policy servicing
Steps
- 1Interpret request
- 2Gather context
- 3Draft action
- 4Update policy system
OutcomeControlled execution for amendments, certificates, and recurring customer requests.
Connect the workflow to the systems already in place.
Infofusion Actions links agents to enterprise systems with controlled execution, scoped permissions, and full logs.
Policy administration
Claims platforms
Broker portals
Email
Document storage
CRM
Focused examples for high-friction work.
Representative patterns drawn from document-heavy operations, integration needs, and controlled execution.
35%faster first review
Claims completeness automation
Incoming claim files are classified, checked for missing evidence, and summarized for the handler before queue assignment.
Oneshared dossier
Broker submission control
Broker emails, attachments, and portal updates feed a single case record with source-backed underwriting notes.
Common questions.
01Does this replace claims handlers or underwriters?+
No. It removes intake, classification, and system-update friction so experts can focus on judgment, negotiation, and exceptions.
02Can Infofusion manage missing documents?+
Yes. Agents can detect missing items, send controlled follow-ups, and keep the dossier status current.
03Can we configure our underwriting rules?+
Yes. Rules, checklists, and referral thresholds can be modeled from your policies and internal manuals.
Explore adjacent workflows.
Map your insurance process into a governed AI workflow.
Bring one real process. In 30 minutes we map it into intake, extraction, reasoning, and the human checkpoints your team keeps.