Insurance companies & claims
Claims, benefit cases, status updates and documents – handled in a structured, empathetic way.
What Anni handles here
- Records claims and benefit cases so your team can process them right away.
- Reduces status calls with clear update logic.
- Recognizes escalations and prioritizes according to fixed rules.
Typical calls
- Report a claimWhat, when/where, parties involved, receipts
- Benefit caseEvent + documents + next step
- Status by case numberCase no. + verification
- Submit missing documentsUpload link + checklist
SetupHow to prepare for launch4
- Case types & required fieldsAuto/home/liability/travel + minimum data
- Document checklists6–12 items per case type
- Verification levelswhich information after which check?
- Escalation triggersPersonal injury, danger, urgency
WorkflowsWhat Anni actually does4
Claim intake as a ticketLine of insurance, event type, date, location, parties involved, contact details.
Document workflowUpload link + checklist per case type + reminder.
Status information with verificationCase number + name + postal code → status + next step.
Escalation for sensitive casesPersonal injury, danger, urgency → prioritized.
IntegrationsData sources and systems3
Case/claims systemCase number, status, tasks
Document uploadSecure link, proof, photos
SMS/emailConfirmation, checklists, reminder
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Completeness of first notice
↓Repeat status calls
↓Time until documents are complete
↓Time to first processing
Privacy & limitsWhat deliberately doesn't happen2
No coverage commitmentAnni explains the process and status, no coverage decisions.
Data minimizationOnly necessary data; sensitive documents via secure channels.
PitfallsCommon mistakes and how to avoid them2
- Incomplete claim reportSet required fields: line of insurance, date, location, contact + upload link.
- Too many status callsAlways answer status with the next step + date.
Frequently asked questionsShort, honest answers2
Can Anni say whether something is covered?No. She explains the process, takes down the case and communicates the status.
How do you prevent hallucinations in special cases?Clear rules: if the answer isn't in the data → no statement, a ticket instead.
