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Process claims in hours, not days. AI insurance agents extract data from documents, score risk, and manage policies — so your team handles the complex cases.
What we build
from $297/ month
2 ready insurance workflows on n8n — set up, hosted and maintained for you. You keep the JSON.
from $2,000one-time
Built for your systems and rules on Claude and n8n. Live in 2–4 weeks with documentation and a walkthrough; maintenance optional from $99/month.
What you get
The 3 outcomes teams name first — measured on the process, not promised in a deck.
Cut claims processing time by 50–70% with automated data extraction and triage
Improve underwriting speed and consistency with AI-assisted risk scoring
Reduce customer churn with proactive renewal management and instant status updates
Real deployments
Real outcomes from real builds — not marketing copy.
All case studiesHow it works
3 steps, none of them yours to code.
Use cases
Problem
70% of policyholder calls are routine: 'What does my policy cover?', 'Can I add a driver?', 'Send me a certificate of insurance.' Each call costs $8–15 and creates hold times for complex issues.
Solution
The AI agent handles routine servicing through chat, voice, or self-service portal: answers coverage questions using the actual policy document, processes simple endorsements, generates certificates, and explains billing. Complex changes route to a human agent with context.
What you get
How to get started
Tools: EIS Group, Hi Marley, Ushur
Problem
Comparing policies across carriers is manual and error-prone. Agents read through dozens of pages per quote, and clients struggle to understand the differences that matter.
Solution
The AI agent ingests quote documents from multiple carriers, extracts key terms (coverage limits, deductibles, exclusions, endorsements), and generates a normalized comparison table. It highlights material differences and flags gaps in coverage.
What you get
How to get started
Tools: Applied Epic, Vertafore, HawkSoft
Problem
Renewal workflows are reactive: agents get a list of upcoming renewals and manually call or email each policyholder. High-value accounts get attention; the long tail of smaller policies lapses silently, costing carriers 15–20% in avoidable churn.
Solution
The AI agent identifies all policies approaching renewal 60–90 days out, scores retention risk based on claims history, payment behavior, and market pricing, then generates personalized renewal offers. Low-risk renewals are auto-renewed with updated pricing; at-risk accounts get proactive outreach with tailored retention offers.
What you get
How to get started
Tools: Guidewire, Applied Epic, HawkSoft
Workflows we build
Each blueprint shows the trigger, the steps with the n8n nodes named, the guardrails and an importable template — and what it costs to have us run it for you.
All blueprints| Workflow | Department | Steps | Managed | Custom build |
|---|---|---|---|---|
| Insurance Underwriting Intake WorkflowEvery submission is triaged within an hour: out-of-appetite declined with a reason, incomplete ones bounced to the broker with a precise list, and the rest in the underwriter's queue with the data in the system, third-party checks done and the questions to ask. Quote turnaround and hit ratio both improve because the underwriter starts with a file, not a pile. | Insurance | 8 | $297/month | $8,000–15,000 one-time |
| Insurance Claims Intake WorkflowEvery claim has a record, a coverage check and a severity score within minutes. Claimants get an acknowledgement with their claim number and what happens next. Simple, low-value claims move to a fast track; complex claims reach the right adjuster with the facts, the policy sections and the fraud indicators already assembled. | Insurance | 8 | $297/month | $8,000–15,000 one-time |
Ready to ship?
Tell us your workflow — we'll send a free scope and timeline within 48 hours. No call needed unless you want one.
Is this for you?
Not quite? Take a look at ai finance agent — the closest neighbour.
Background
AI insurance agents handle the paper-heavy workflows that slow down carriers, agencies, and MGAs: intake and triage claims, extract data from documents, assess risk for underwriting, and manage policy renewals. They reduce processing time from days to hours.
Insurance is one of the most document-intensive industries. AI agents use OCR and NLP to extract data from claim forms, medical records, police reports, and policy documents — then route, score, and process them automatically. For underwriting, they pull applicant data from multiple sources, run risk models, and surface recommendations. The result: faster cycle times, fewer errors, and agents who spend time on complex cases instead of data entry.
Unlike a generic chatbot or manual process, an AI insurance agent runs autonomously and integrates with your existing tools. Gartner projects that by 2026, over 80% of enterprises will have used GenAI APIs or applications.
Build, buy, or done-for-you
Pick the path that fits your team and timeline. Most companies start with one and grow into the others.
Wire up a ready platform yourself. Best for hands-on teams comfortable configuring software.
We scope, build, and deploy your agent — integrated with your CRM and tools. Best for teams that want it live in days, not months.
See the ROI and cost before you commit — useful for justifying the decision internally.
Prefer to build it yourself?
If you’d rather DIY, these are the tools we’d reach for. Each lets insurance carriers and agencies run an AI insurance agent without writing code.
| Tool | Best for |
|---|---|
| AI-powered claims fraud detection | |
| AI photo estimation for auto and property claims | |
| AI-powered customer experience automation for insurance | |
| Digital coworkers for insurance back-office tasks |
We may earn a commission when you sign up via our links. How we recommend tools
Run the numbers first
Put your own volumes in before the call — every calculator is free and needs no sign-up.
FAQ
Yes — leading insurance AI tools offer HIPAA-compliant and SOC 2-certified deployments. Always verify compliance certifications with the vendor for your specific use case.
Most tools support API and file-based integrations with major platforms like Guidewire, Duck Creek, and Majesco. Custom integrations are common in this space.
Ships in days
Tell us your workflow and we'll send a free AI build plan for insurance carriers and agencies — scope, recommended agents, and a go-live timeline — within 48 hours. No obligation.