Case Study | Categorization Agent For Claims Processing

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 are the outcomes of this project. 

• What the team wished they knew before they started.