AI-Agents for Request Intake in Insurance working with Chatwork
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Record claims channel membership before and after approved removals.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
12 toolsMatch policy inquiries to existing leads and flag uncertain contacts.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsCombine claim PDFs in the listed order and message the file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsSurface policyholder complaints tied to repeat contacts or open promises.
Your service lead sees why an urgent customer complaint needs attention. The message includes ticket history and a link.
13 toolsSend approved absence replies to policyholders waiting on their contact.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
14 toolsDraft replies to policyholders' coverage questions for review.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 toolsDraft policyholder replies without promising a coverage decision.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
