Categorization AI Agent for claims processing Case Study
AI Agents & AI Workflows

Download the Case Study On AI Agent For Claims Processing

Learn how your peers are using AI agents, and what results they managed to achieve.
This mid-market insurance provider managing 1,000+ monthly claims across multiple policy types..  During the peak periods (a flood or a storm) many First Notices of Loss (FNOLs) sat in a shared Gmail inbox for up to 48 hours before a human could categorize and assign them. As a result, the company experienced significant delays on final payments, customers were unhappy and refused to renew.
The leadership new that they needed a solution that could automatically categorize all incoming data, extract it, sync with their existing systems (Salesforce), auto-reply to policyholder with specific guidance and next steps. That's where they turned to Zenphi. 

Download the case study to learn:

  • Why simple OCR (text recognition) solutions weren't enough and why did the leadership decide to design a full-scale categorization AI Agent.
  • Whom and how the AI agent was supposed to replace.
  • How exactly does the agent now function, and why connection to Google Workspace was important.
  • What the team wished they knew before they started.