Insurance

AI coworkers for modern insurance operations

Reduce claims processing time, improve customer satisfaction, and operate with confidence using AI coworkers that execute insurance workflows end to end while respecting policies, approvals, and regulatory constraints.

Loved by professionals from 1000+ large and small brands around the worlds

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The sharpest and most capable AI agents in the market

The Challenge

Insurance teams manage high volumes of claims, service requests, and documents under strict regulatory requirements. Information is spread across core systems, document repositories, and communication tools, forcing adjusters and operations teams to rely on manual checks and coordination. This slows resolution, increases operational cost, and creates compliance risk.

+

50%

Reduction in average claims handling time

+

35%

Reduction in manual processing across claims and service workflows

+

25%

Increase in customer satisfaction scores for serviced claims

Use Cases

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Speed up claims resolution

Automatically collect claim details, check completeness, retrieve policy information, and route claims to the right adjuster so customers get answers faster without repeated follow-ups.

Reduce manual policy and coverage checks

Verify coverage conditions, exclusions, and eligibility automatically before actions are taken, reducing rework, errors, and unnecessary escalations.

Handle customer requests without overload

Answer policy questions, claim status requests, and account changes using full customer and policy context across systems, while escalating only complex or sensitive cases.

Integrated with the most popular softwares

Salesforce, ServiceNow, SharePoint, Outlook, Google Drive, document management systems, internal core insurance platforms

Klart AI is integrated to all company tools, like Confluence, Zendesk, JIRA, Google Drive, OneDrive and more.

AI in Action

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Insurance

Claims intake and triage

Klart AI classifies incoming claims, validates completeness, gathers supporting documents, and routes cases to the right workflow or reviewer.

Policy and coverage checks

AI coworkers verify coverage rules, exclusions, and eligibility before actions are taken or escalated, reducing manual review effort.

Customer service requests

Handle high volumes of policy inquiries, status requests, and changes by retrieving accurate customer and policy context.

Document-heavy workflows

Extract, summarize, and structure information from policies, claims, and correspondence to accelerate processing and reviews.

Operations

End-to-end workflow execution

AI coworkers execute repeatable business processes across tools, from request intake to final system updates, following your rules and approvals.

Internal request automation

Handle internal requests from teams, route them to the right workflow, gather context, and complete actions or escalate when needed.

Operational exception handling

Detect when workflows fall outside defined rules and escalate to humans with full context and recommended next steps.

Vendor and partner coordination

Draft communications, follow up automatically, track responses, and update internal systems without manual back-and-forth.
User interface of Klarty virtual assistant showing a monthly report workflow setup with tasks from Google Sheets, an option to activate workflow, connected data sources including Google Sheets, Notion, Airtable, and task automation for Jira, Google Sheets, and Slack.

Customer Support

Ticket deflection

Resolve repetitive tickets autonomously and route complex cases to the right teams with full customer context.

Accelerated case resolution

Pre-draft responses using internal documentation, similar past cases, and recent product changes.

Knowledge base automation

Turn resolved tickets and internal decisions into up-to-date help articles and internal documentation.

CSAT insights

Analyze customer conversations to identify recurring issues, documentation gaps, and drivers of CSAT changes.
Customer support chat interface showing agent Lyra confirming an order return and refund for damaged item #48392 with validation and notification steps completed.

Marketing & Content

Campaign content generation

Generate structured, on-brand content for campaigns, product launches, and customer communications.

Content localization at scale

Adapt content across markets while preserving terminology, tone, and regulatory constraints.

Market and competitive intelligence

Monitor trends, competitors, and customer conversations to inform messaging and positioning.

Content performance summaries

Automatically generate summaries from campaign results, feedback, and engagement data.
Screenshot of an AI assistant named Calla suggesting five blog post ideas to promote a new smart home product line, with popular channel icons and a content outline visible.

Legal & Compliance

Policy-aware execution

Ensure automated actions follow internal policies, approval rules, and compliance constraints.

Audit-ready workflows

Maintain full logs of AI actions, decisions, and data usage for audits and reviews.

Access and permission control

Restrict what each AI coworker can see and do based on role and responsibility.

Regulatory support

Assist teams with compliance checks, reporting, and documentation in regulated environments.
Digital legal advisor interface named Justa showing compliance check for high voltage line installation with approval requirements and regulatory documents list.

Intelligence & Analytics

Operational reporting

Generate structured summaries of work performed, outcomes achieved, and bottlenecks encountered.

Customer and business insights

Aggregate signals from support, sales, and operations to surface meaningful patterns.

Analytics reporting

Retrieve analytics for internal and stakeholder reporting.

Decision support

Provide recommendations grounded in company data, historical actions, and current constraints.
Dashboard interface showing a data analyst named Kai analyzing product return reasons: damaged product 37%, wrong item shipped 24%, and size/fit issues 19%, with integrations to Google Drive, Salesforce, Notion, HubSpot, and Zendesk.