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Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Claims Policy Verification

Claims Triage

Claims Fraud Analysis

Customer Query Categorisation

Policy Comparison

Damage Assessment from Images

Insurance Needs Analysis

Policy Renewal Recommendation

Claims Status Update

Compliance Documentation Check

Claims Documentation Validation

Query Triage and Escalation

Customer Support

Claims Status Update

This agentic task delivers contextualised claims status updates - an important tool for customer support agents. The task specification outlines how to:

  • Extract meaningful progress indicators from claims management data

  • Structure timeline projections through historical case correlation

  • Generate personalised status narratives with action requirements

  • Map upcoming process milestones with completion criteria

  • Create targeted communication outputs across stakeholder groups


As a modular agentic task, it interfaces with claims platforms and customer portals, enabling AI agents to maintain consistent communication flows within existing claims processes. The task specification incorporates frameworks for status tracking, milestone management, and engagement optimisation, adaptable to diverse insurance product requirements.

Example outputs:

"response": {
    "claim_id": "CLM789012",
    "next_steps": "The claims adjuster will review the submitted documents by 2023-10-15 and provide an assessment. Following this, the claims handler will contact you by 2023-10-17 to communicate the assessment outcome and discuss the next steps.",
    "claim_stage": "Investigation",
    "recent_actions": [
      {
        "date": "2023-10-01",
        "action": "Claim submitted",
        "notes": "Policyholder submitted claim via online portal."
      },
      {
        "date": "2023-10-02",
        "action": "Claim logged",
        "notes": "Claim registered in system and assigned to claims handler John Smith."
      },
      {
        "date": "2023-10-04",
        "action": "Initial assessment",
        "notes": "Damage confirmed; investigation initiated."
      },
      {
        "date": "2023-10-05",
        "action": "Requested additional documents",
        "notes": "Requested policyholder provide repair estimates and accident report."
      },
      {
        "date": "2023-10-07",
        "action": "Documents received",
        "notes": "Policyholder uploaded repair estimates and accident report."
      }
    ],
    "claim_status_report": "Claim ID CLM789012 is currently in the Investigation stage. Recent actions include the submission and logging of the claim, initial assessment, request for additional documents, and receipt of these documents. The next steps involve a review by the claims adjuster and subsequent communication with the policyholder.",
    "personalised_message": "Dear Jane Doe, we understand that dealing with an auto insurance claim can be stressful. Your claim is currently under investigation, and we have received all necessary documents. Our claims adjuster will review these by 2023-10-15. You can expect a call from your claims handler, John Smith, by 2023-10-17 to discuss the outcome. If you have any questions, feel free to reach out to John at 555-987-6543 or [email protected].",
    "estimated_resolution_time": "4 weeks from claim filing"