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Unstructured first notices
Claire keeps the request and its next action visible, governed and moving.
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Insurance · FNOL and service intake
Turn policyholder requests into controlled workflows.
Claire gathers the relevant policy and event context, follows approved intake logic, coordinates communications and system steps, and routes decisions to licensed or authorized people.
Claire is orchestrating● Live workflow
Incoming request“I was rear-ended this morning and need to report a claim.”
- 1Identify policyholderVerify identity using approved processClaire
- 2Capture incidentCollect time, location, parties and safety statusClaire
- 3Check policy contextRetrieve only permitted informationSystem
- 4Prepare FNOLStructure the notice and required documentsClaire
- 5Confirm next stepSend reference and approved instructionsClaire
- 6Escalate decisionRoute coverage or urgency questions to staffHuman
The operational problem
Answering is only the first step.
The real cost appears after the conversation: incomplete context, disconnected systems, repeated follow-up and exceptions that reach people too late.
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Document chasing
Claire keeps the request and its next action visible, governed and moving.
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Service requests crossing multiple teams
Claire keeps the request and its next action visible, governed and moving.
Human control
Decide where Claire acts and where people step in.
Configured permissions determine what Claire can retrieve, prepare, update or communicate. Exceptions route to the right person with context already assembled.
Claire coordinates
Intake, retrieval, rules, communication, follow-up and permitted system actions.
People decide
Exceptions, approvals, safety, coverage, pricing, relationships and consequential judgment.
Systems of record
Work with the operating environment you already have.
Common systems in this market include Applied Epic, AMS360, EZLynx, HawkSoft. Connection status must be validated per deployment; these names identify systems to work around, not claimed native integrations.
Integration language
- Configurable connection: API or workflow access evaluated during implementation.
- No unsupported claim: a system name does not imply a production integration.
- Human fallback: when an action is unavailable, Claire can prepare context and route the next step.
Frequently asked questions
What buyers need to know.
Is Claire only an AI receptionist?
No. “FNOL automation” describes the initial buyer problem. Claire can coordinate communications, rules, system actions, follow-up and human handoffs across the wider workflow.
Does Claire replace the people in this workflow?
No. Claire handles configured coordination work. People remain responsible for judgment, relationships, approvals and exceptions.
Does Claire already integrate with every system listed?
No. These are common systems to evaluate during implementation. Connection may require API access or configuration. No native integration is claimed unless separately confirmed.
How does implementation start?
Start with one painful workflow. We map the request, required data, permitted actions, rules, systems and human checkpoints before deployment.
How the operation fits together
Claire for insurance agencies and MGAs: conversation, context, systems and people.
Organizations in insurance agencies and MGAs do not need another disconnected bot. They need a reliable way to move repetitive coordination across policyholders, claimants, service staff, producers, CSRs, adjusters, underwriters, and compliance leaders. Claire can begin with a phone call, message, form, campaign, or event and use configured workflow primitives to collect information, retain state, branch, wait, communicate, call authorized APIs, and hand work to a person.
High-value workflow candidates include FNOL; quote intake; policy service; COI requests; document collection; renewal follow-up; claim status; producer or adjuster escalation. Each workflow must be mapped separately because the trigger, permissions, system access, normal path, exception policy, human owner, and completion definition are different. A deployment should begin with one bounded workflow and expand only after the team can observe its behavior and verify the result.
Context the workflow needs
identity, policy reference, request type, loss details, parties, documents, consent, communication preference, routing rules, and licensed decision boundary. Claire should collect or retrieve only what is authorized and relevant to the current job.
Where people remain essential
People retain professional judgment, relationship management, high-impact commitments, overrides, approvals, and unusual exceptions. Human handoff is a designed workflow outcome, not a failure.
System-of-record strategy
Claire is designed to orchestrate around existing systems. Named vendors are evaluated only where their documented access can support the required read or write. No system name on this page implies a native integration.
Commercial starting point
Choose a workflow with meaningful volume, repeated manual touches, clear rules, a visible human owner, and measurable completion. Establish the baseline before claiming savings or revenue improvement.
How insurance teams describe the problem
Build around the language of the people doing the work.
These are representative operational questions synthesized from live search results, competitor coverage and practitioner discussions. They are not customer testimonials.
Policyholder
“I had a loss and do not know what information you need from me.”
FNOL representative
“Get the reporting party, policy context, date, location, parties, damage and injuries into a usable file.”
Adjuster
“Better intake helps, but do not make coverage or liability decisions for me.”
Agency CSR
“Separate claims, billing, certificates, endorsements and quote requests before routing.”
Commercial workflow cluster
Different searches. Different jobs to be done.
Each page below addresses a distinct operational intent. They share Claire's orchestration platform, but not a swapped template: the inputs, rules, system actions, human owners and completion states differ.
FNOL automation
First notice of loss intake, structured facts, document follow-up and adjuster routing.
Insurance intake automation
Classify claim, service and document requests without crossing into licensed decisions.
Insurance service automation
Certificates, ID cards, changes, billing questions and renewal follow-up.
AI receptionist for agencies
Recognize quote, service, billing and claim intent, then preserve context through handoff.
Capability boundary. Claire's calling, messaging, collection, variables, branching, decision routing, waits, API actions, sub-workflows, parallel execution, human handoff, runtime, operations and quality capabilities are built. Customer-specific rules and system connections still require configuration, access validation and testing.
Bring us one fnol and service intake workflow.
We will map the request, systems, rules and human checkpoints with you.