Claims worked through,exceptions spotted straight away.
Agents pull the file, check the cover, flag what falls outside the rules and hand it to your handlers with a recommendation. Anything that needs human judgement goes to a human, with the full context.
The processesteams take on first.
Claims, policies, exceptions and follow-ups.
One first use case, put into production with its approvals and its audit trail, then the next ones.
First notice and triage
Takes the notice on the customer’s channel, pulls the file, checks the cover and classifies the claim by your rules.
Exceptions and judgement calls
Flags what falls outside the rules — limit, exclusion, missing document — and hands it to a handler with its recommendation.
Follow-ups and documents
Requests the missing documents, follows up on your schedule and updates the file as soon as they arrive.
Policy questions
Answers questions about cover and deadlines, with the source cited, for policyholders and for your teams.
SharePointSalesforcePlugged into whatyou already run.
Connect a source once. Agents read, act and write according to the access rules you set, including in systems with no public API.
SharePointOrange MoneyConnections to your systems are defined with your team before the first deployment.
See all integrationsWhat we putagainst these processes.
The platform is the same for everyone. Your processes, your systems and your approvals are what make the difference.
Jen GPT
The copilot for your handlers: sourced answers, within each person’s rights.
On requestThe questionswe get asked.
01What happens when a case falls outside the rules?
The agent stops and hands over. It attaches what it read, what it checked and why it stopped, to the person your procedure names. It never decides in a handler’s place on an out-of-scope case.
02Where is the data hosted?
In your VPC or on-premises, according to your data-residency requirements. Connections to your systems and hosting needs are defined with your team before the first deployment.
03Who approves what an agent is allowed to do?
You do. Sensitive actions go through the approvals you define, and every action is logged, replayable and exportable for your risk and audit teams.
Let’s take one type of claim.The one that clogs your queues.
Thirty minutes to scope the process, the systems and the approvals. Or write to us at [email protected]