AI assistance and its review

The AI helps with reading and writing; a person stays in charge of every decision.

What it does

• Claim summaries: what happened, the cover position, money so far and what is outstanding.
• Document review: a short reading of an incoming document.
• Letters: claim approved or declined, documents needed, payment reminder, renewal offer, reply to a complaint, or a general letter, from the record's facts.
• Replies to inbox emails and complaints.
• Photo checks: the same photo used on another claim, editing software, camera dates before the loss, and uneven recompression. With a model that sees images, a reading of the damage.
• Call transcripts and summaries, with a transcription service.
• Case priorities under Work > My work.
• The customer chat on the portal and the staff assistant.

Built in, or a language model

Everything works without an outside service, from your own records and templates. Under Company settings > AI you can connect Anthropic Claude or any OpenAI-compatible service for fuller answers. The key is stored encrypted. Unless you allow it, names, emails and phone numbers are replaced by placeholders before anything leaves, and put back in the answer. If the service does not answer, the built-in result is used and the reason is noted.

Review and the log

Automation > AI log and review keeps every suggestion: the feature, provider and model, what it was given (with personal details replaced), the answer, and who accepted, changed or rejected it and when. A suggestion is held for review when the AI is less sure, and always for declined claims, complaint replies and damage readings. It cannot be sent until a person accepts it.

Chats

Customers chat from Chat with us on the portal. The assistant answers from their own policies, payments and claims; "talk to a person" hands the chat to staff under Work > Customer chats, where you can take over, reply and close. Staff ask Work > Assistant for records by number, their tasks, overdue invoices, the queue, a claim summary or a customer.