Category

Insurance

Insurance

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Built by

Beam.ai

Beam.ai

Agentic Workflows

FNOL/Claim Request

FNOL/Claim Request uses agents to validate inputs, execute steps, escalate exceptions for human review, and record results in systems.

This workflow automates the processing of motor material damage claims by leveraging AI to verify client details, check policy records, assess incident types against policy guidelines, and efficiently communicate the claim decision. This workflow significantly reduces manual tasks, increases processing speed, and improves accuracy, ensuring that claims are handled swiftly and correctly.

This workflow can be applied across various industries and departments, such as insurance, healthcare, and customer service. For instance, it can automate the processing of insurance claims, handle customer inquiries, or manage order confirmations, thereby enhancing operational efficiency and reducing the workload on human employees.

Automation in claim requests helps insurers process motor damage claims seamlessly while reducing the burden of manual verification and data extraction.By implementing this workflow, businesses in the insurance sector can streamline motor damage claims and enhance customer satisfaction through fast, accurate claim handling.

Trigger

FNOL/Claim Request starts when the operations owner receives a qualifying request or record. It proceeds after the data and access needed to extract client and incident details from the claim email are available.

How it works

Agentic Actions

Extract client and incident details from the claim email.

Verify the policy number against the policy database.

Analyse incident details against claim guidelines.

Determine the claim decision based on the analysis.

Generate a reference number for approved claims.

Extract client and incident details from the claim email.

Verify the policy number against the policy database.

Analyse incident details against claim guidelines.

Determine the claim decision based on the analysis.

Generate a reference number for approved claims.

Retail & Commerce

FNOL/Claim Request

FNOL/Claim Request uses agents to validate inputs, execute steps, escalate exceptions for human review, and record results in systems.

Inputs and connected systems

Required inputs include the source request or record, the fields and documents needed to extract client and incident details from the claim email, reference data for later validation, and approved access to each destination system.

Human decisions and exceptions

The Operations owner reviews missing information, policy exceptions, low-confidence results, and actions that change the final claims & damage management outcome. Approved cases continue; rejected cases return for correction or manual handling.

Controls and audit considerations

FNOL/Claim Request should use least-privilege access, required-field validation, auditable decision and write logs, and a stop condition when data is missing or confidence is below the approved threshold. The process owner defines retry, escalation, privacy, and rollback rules before release.

Outputs and stopping point

The workflow ends after the final approved action: Generate a reference number for approved claims. It writes the validated result to the approved system of record, records the outcome, and notifies the responsible owner when follow-up is required.