AI agent for insurance brokers

An AI agent that keeps claims moving.

Claim information collected and insurers chased.

In short

An insurance claim is the client's request for the insurer to pay for a loss under the policy. For a broker, claims mean collecting photos, quotes and statements, lodging them with the insurer and chasing progress for weeks. The Agentive Broking AI agent sends the client a checklist of what the insurer needs, collects the documents, prepares the lodgement for the broker to approve, records each step and follows up the insurer on time. The insurer decides the claim, and the broker advocates for the client.

Roofer inspecting storm damage on a suburban roof

Sound familiar?

  • Claims stalled waiting for documents
  • Insurers not followed up for weeks
  • Clients ringing to ask what is happening

How your AI agent does it

Collect

Photos, quotes and statements from the client.

Prepare

The lodgement for the broker to approve.

Follow up

The insurer on a set timetable.

Update

The client on progress, once approved.

Two broking staff discussing a file at a standing desk

What changes for your brokerage

  • Claims settled sooner
  • Clients kept informed
  • A full record of each claim
  • Brokers free to advocate

Questions

Can an AI agent handle insurance claims?

It handles the admin: collecting documents, preparing the lodgement and following up. The insurer decides the claim and the broker advocates for the client.

Does it tell clients whether they are covered?

No. Whether a loss is covered is a matter for the insurer and the broker's advice.

Can it handle a storm event with many claims?

Yes. It keeps a list of every open claim and what each is waiting on, so nothing is missed in a busy week.

See it work on a real client file

A 20 minute demo and a fixed monthly quote.

Book a demo