How to build a Claims Processing Agent
An AI-powered claims intake and verification assistant that checks policy validity, evaluates supporting evidence, and automatically notifies claimants of approval or rejection.
Challenge
Manually verifying insurance claims is slow, error-prone, and requires cross-checking multiple data sources and documents.
Industry
Insurance
Department
Legal
Integrations
OpenAI
AI Routing
This agent streamlines the insurance claims intake and verification process by collecting all necessary information from the user—including policy number, insured’s name, contact details, incident details, device information, and supporting documents. It uses a Large Language Model (LLM) to search a Snowflake database for the relevant policy, then another LLM to cross-validate the claim against policy coverage and uploaded evidence. An AI routing node determines the claim outcome (approved or rejected) based on the verification results. Depending on the outcome, the agent generates a personalized approval or rejection email and sends it to the claimant automatically using Gmail. This workflow eliminates manual review steps, ensures consistent decision-making, and provides fast, clear communication to customers.