Industries · Insurance

Proactive, compliant, effective claims conversations.

Actioneer AI agents help insurers take first notice of loss, collect missing documents, answer claim-status questions and support policy service by voice and message, around the clock.

See a claim in action

Security & compliance

Enterprise-grade security for your most sensitive conversations.

Actioneer meets the standards your security, compliance and legal teams hold every vendor to, so AI agents can handle policyholder conversations with your full confidence.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA
  • GDPR
  • CCPA

Inside your private cloud

Run Actioneer in your own cloud account, alongside your existing model services.

Fully air-gapped

Isolated deployments with no outside connectivity, for your most sensitive lines of business.

Your region, your models

Choose your inference region, provider and model version to meet data-residency needs.

Use cases for insurance

Every policyholder conversation, covered.

First notice of lossA reported loss leads to policyholder verification, capturing the loss and requesting photos, then opening a claim.Loss reportedVerify policyholderCapture lossRequest photosClaim opened

Claims

Be there on their hardest day

Lead to quoteA new enquiry is qualified against the insurer’s appetite and property details to prepare an indicative quote.New enquiryQualify the riskCheck appetiteCapture detailsIndicative quote ready

Distribution & service

Win and keep more policies

The policyholder journey

From conversation to resolution.

A homeowner on the phone in his kitchen after a storm brought a tree through the window.

Storm damage reported. Claim opened before the call ends.

A tree comes through a policyholder’s kitchen window overnight. Actioneer answers on the first ring, checks everyone is safe, captures every detail your adjusters need and opens the claim while he’s still on the line.

  1. 01Verify the policyholder and confirm everyone is safe.
  2. 02Capture the loss and text a secure link for photos.
  3. 03Open the claim in your system and brief the adjuster.

A complete first notice of loss, ready for your adjuster.

Property damage claim

  1. 01Verify
  2. 02Capture
  3. 03Open claim
0:000:31AI-generated demo

FNOL checklist

0 of 8 captured
  • Policyholder verifiedAwaiting
  • PolicyAwaiting
  • Everyone safeAwaiting
  • Date of lossAwaiting
  • Cause of lossAwaiting
  • DamageAwaiting
  • Photos of damageAwaiting
  • Claim openedAwaiting

Common questions

What can Actioneer AI agents do for insurers?

Actioneer supports first notice of loss, missing claim documents, claim-status updates and catastrophe call volumes. It also helps qualify insurance leads, complete ACORD applications, follow up on renewals and payments, and handle policy changes.

How do AI agents collect missing claim documents?

Agents follow up by voice or message, explain the outstanding documents and guide the claimant to a secure upload link. They check the response against the claim and attach the documents and conversation for adjuster review.

Who makes claim and underwriting decisions?

The insurer retains claim and underwriting decisions. Actioneer agents collect information, prepare files and hand the context to your adjuster, underwriter or licensed agent according to your workflow and handoff rules.

Can Actioneer run in our private cloud?

Yes. Actioneer supports deployment inside your own cloud account and fully air-gapped environments. You can choose the inference region, model provider and model version to meet your data-residency requirements.

See it run on your own claims workflow.

Tailored to your documents, channels and handoff rules.