Case studiesInsurance
03InsuranceLarge enterprise

Accelerating first notification of loss

A SAM digital employee guides policyholders through claim intake, document collection and triage across voice and messaging.

Illustrative scenarioAll results shown below are modelled, not verified client outcomes.
THE OPERATING CONTEXT

A realistic starting point.

Storm events create sudden demand, long waits and inconsistent first-notice information. Claims teams spend valuable time obtaining details that could have been captured at first contact.

THE AIIT SOLUTION DESIGN

A digital employee built around the work.

SAM conducts a structured first-notification journey, retrieves permitted policy context, captures loss details, requests supporting material and applies deterministic triage rules. Vulnerable customers, severe losses and uncertain coverage questions move immediately to specialists.

END-TO-END WORKFLOW

From first contact to a useful outcome.

  1. 01

    Verify the policyholder using approved controls

  2. 02

    Retrieve relevant policy and insured-property context

  3. 03

    Capture event, damage and safety information

  4. 04

    Request photographs and documents through a secure link

  5. 05

    Apply rules for severity and specialist routing

  6. 06

    Create the claim and hand over a concise case summary

MODELLED OUTCOMES

What a well-run scenario could change.

Planning estimates only. Not a promise, forecast or report of actual AIIT client performance.

+31 points

Complete first-notice records

Baseline58%
Modelled89%
−54%

Average intake time

Baseline24 min
Modelled11 min
−20 points

Peak abandonment

Baseline27%
Modelled7%
−64%

Manual follow-ups

Baseline6,300 / month
Modelled2,250 / month
ASSUMPTIONS

The conditions behind the model.

These boundaries make the scenario interpretable. Change the demand, workflow mix, integration quality or adoption rate and the potential outcomes change as well.

Figures model a severe-weather month rather than annual averages

Coverage decisions and settlement authority remain with authorised claims staff

Triage uses insurer-approved rules, not unconstrained model judgement

Document completion excludes customers who choose assisted service

A CONTROLLED PATH TO VALUE

How this scenario could be implemented.

01

Map the first-notice data contract and escalation rules

02

Ground responses in approved policy and event information

03

Connect claim creation and secure document capture

04

Run catastrophe simulations before controlled release

DESIGN LESSONS

What matters beyond automation.

Completeness matters more than conversational length.

Severe-event language needs direct priority routing.

Human claims teams should see both captured facts and unresolved questions.

About this scenario: AIIT created this fictional, anonymised operating example to support planning conversations. The figures are calculations based on the assumptions shown above; they do not represent an existing client, testimonial or guaranteed result.

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SAM JOBS

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Browse 81 Typical SAM Roles — from receptionist and claims specialist to compliance, sales and operations — each a Digital Employee powered by ANNA and managed by AIM.

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ENQUIRE WITH AIIT

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