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AI agents for insurance

Claims moving. Policyholders answered.

First notices, certificates, missing documents and renewals, worked to your authority limits. Coverage calls stay with your adjusters.

  • 18 agents
  • $12,500 fixed, each
  • Live in 3 to 6 weeks
Let’s build your agent See all 18
A week for insurance: five jobs, each handled by its agent. First notice of loss intake (CLM-20817 · Marlow Dental) waits for the claims supervisor.
9 hrs A week of adjuster time back.For a specialty carrier, from first notice to settlement. Read the case study
Watch one work

Watch a first notice of loss set up. Anything outside the policy dates goes to your claims supervisor.

It reads the notice wherever it arrives, finds the policy, and checks it was in force on the date of loss and that the loss type is on the policy form. Clean notices become a claim file with the right adjuster. Anything that raises a coverage question waits for your claims supervisor.

The first notice of loss intake workflow. In comes CLM-20817 · Marlow Dental. The agent works through: reads the notice and any photos, then finds the policy and the insured, then checks policy dates and loss type. When everything checks out, it ends at: claim file opened, adjuster assigned. When the policy dates check flags “Date query”, it goes to the claims supervisor, who is asked: Loss dated two days before the policy started. Send for a coverage review?

This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.

12 hoursa week backExample: a claims team taking 300 new claims a month See what’s included
The agents

18 agents for claims, policyholders and the file. Intake, triage, renewals and the evidence behind them.

Every agent here is already built, and each one has a full page. Bring the one you want to a call.

Built for insurance

Authority stays with your adjusters.

  • It never releases a payment

    It prepares the file and the amount, and routes it to the adjuster with the authority to approve.

  • Every dispute has a person

    Disputes and complaints go straight to your team, with the full file.

  • A trail for every decision

    Each step logs what it read, what it did and who approved it.

Questions

What people ask.

Does it decide claims?
No. It gathers, checks and routes. Decisions on coverage and payment stay with your adjusters.
Which systems does it work with?
Your policy and claims systems, email and call notes. If one has no way to connect, that is quoted before we start.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
Can we start with more than one?
Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Where do claim files wait?

Bring one. We’ll walk you through what an agent would do with it.

Let’s build your agentBrowse all agents
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent