Cases
Insurance agents at work, scenario by scenario.
Example scenarios and a video of how an agent handles requests on digital channels, with coverage decisions always in your team's hands.
Published case
The first insurance case is in progress
We are working on our first published insurance case, and we only publish what a customer has confirmed. If you want to be part of it, we can design a pilot with you and measure it with real conversations.
Videos
See an agent in action
The avatar agent video below shows how an agent handles requests on digital channels, from the first question to the handoff to a person.
Example scenarios
Three everyday situations
These are example scenarios of how an agent could work in your company. They are not customer results.
A fender bender, reported from the roadside
A customer writes on WhatsApp right after a minor accident. The agent collects what happened, asks for photos and the documents, opens the first claim report and explains the next steps. Whether it is covered is decided by your team.
"Does my policy cover this?"
A customer calls to ask about a deductible and the validity of a policy. The agent answers from the policy data and the conditions you loaded and sends the document by message. If the question needs an interpretation, it passes it to your team.
A quote request at midnight
A prospect asks for a quote on the website. The agent collects the information needed, qualifies the lead and leaves it ready for a broker, who picks it up in the morning with the context.
Next step
Let's build your insurance case
Tell us which requests overload your service team. We will design a pilot with you and measure it with real conversations.