The ClaimsAgent solution built in Workato Genie acts as a virtual agent of an insurance company that combines automation with conversational AI to create claims request for the claimant during time of natural calamities when insurance helpdesks face a sudden surge in claim requests

Target stakeholders include:
• Customers: Individuals filing claims during emergencies.
• Insurance Agents: Human staff who get overwhelmed by high call volumes.
• Insurance Companies: Businesses seeking scalable, reliable, and customer-centric operations

Key benefits
• Reduced wait times and faster claim initiation for customers.
• Lower workload for agents, allowing them to focus on complex cases.
• Improved operational efficiency and customer trust for businesses.

Supported integrations
It helps integrate with CRM system which holds policyholder details, PolicyAdmin system where claims are processed