Insurance

Customer Service for Claim Day

Nobody calls their insurer on a good day. Voice AI Agent takes the first report of a claim and the calls asking where it stands, and Quality & Insights AI Agent scores your advisors' call recordings against your own scorecard, so you know how the calls that matter most were handled.

One scored call: advisor OP-114 on the claims team, 7 minutes 12 seconds, an overall score of 84% with each section of the scorecard scored, and the moments that cost points with the time in the call and the reason, such as a hold that was never explained
One scored call, shown with sample data.

What goes wrong

Where claims calls go wrong

A claim is when your customer finds out what the policy was worth. Most of what goes wrong on those calls is small, and it's remembered at renewal.

  • The Same Status Question, Again

    A customer calls to ask where the claim stands, then calls again because nothing since has told them.

  • A Document Asked for Twice

    The customer sent the photos with the first report, and a different advisor asks for them again.

  • A Policy Condition Read Wrong

    An advisor quotes the excess from an older version of the policy, and the customer holds you to it.

  • The Hard Call Nobody Reviewed

    A customer reporting a break-in is upset and confused, and the call your supervisors sampled that week was a different one.

What the platform does

Claims calls you can account for

Voice Agent takes the routine claims calls and hands the rest to your team. Quality reviews the calls your advisors take, against the scorecard you already use.

Tested on Your Real Claims Calls

You write the scenarios your claims line really sees, like the caller chasing a payment or the one reporting an accident who needs a person straight away. Each one runs against the agent repeatedly, with success criteria you set, so you know how it behaves before a customer hears it.

Test Suites: Test health shows 3 suites failing, with 13 of 37 tests passing and 3 suites not run in over two weeks, next to a Nexa summary, and a Performance Over Time chart with success rates across the latest 7 runs
Test Suites, from the platform, shown with sample data.

Why Customers Call About Claims

The same pass that scores a call records why the customer called. Asking where a claim stands and chasing a missing document show up as reasons of their own, with the calls behind each, so you see which ones a status update could have answered before the phone rang.

Why customers called this week, taken from the same scored calls: claim status updates at 31%, missing documents at 18% and rising, with a note that calls about missing documents resolve least often on the first call
Contact reasons taken from the same calls, shown with sample data.

Coaching for the Hardest Calls

Scores by advisor show who handles a distressed caller well and who rushes through the policy conditions. Each coaching note links to the calls behind it, so a team leader coaches from what was actually said.

A coaching view for the claims team: five advisors against eight scorecard criteria over 30 days, each cell an average score. OP-202 is low on explaining holds, at 48, and on stating next steps, at 51, which are the two to coach first
A coaching view built from the scores, shown with sample data.

Claims Questions on Web and WhatsApp

Chat AI Agent answers claims questions on your website and on WhatsApp from the documents you publish, such as what to send with a report. When a customer needs a person, the conversation goes to your team in live chat with the history attached.

Live chat settings for redirection, departments, quick answers and working hours, with the Human Fallback node from the agent's flow that hands a chat to the team
Live chat and the Agent Builder, from the platform, shown with sample data.

Our clients

Insurers that work with Visor

Read the Generali Story

How Generali Tranquilidade works with Visor.

How we deploy

  • A dedicated Visor.ai team

    From kickoff to go-live, you work with named people who know your project, whether you come to us directly or through a partner.

  • Clear scope, no surprises

    We agree on what's in and what's out before we start, so everyone knows what success looks like.

  • Built to be measured

    Performance metrics are part of the build, so you see results from your first day in production.

  • Tested with your team

    We test end to end, then your team validates it in real conditions before launch.

  • Your team, in control

    We train your people to run the platform confidently, and we stay by your side for as long as you need us.

An honest word on reliability

The models generate each answer in the moment and can occasionally fail. Visor's work is to contextualise them, apply controls and tune continuously. The solution runs on specialist providers who, like any provider, do not guarantee total availability. Judge the AI Agent by the standard you would apply to an experienced colleague: consistent and improving performance, not infallibility. The go-live is the start of the improvement, not the end of the project.

Questions buyers often ask

Which insurance customer-service processes can AI agents automate?
On the phone, Voice AI Agent takes the first report of a claim and the calls asking where a claim stands, and hands the rest to your team. On your website and on WhatsApp, Chat AI Agent answers claims questions from the documents you publish, such as what to send with a report. Before it takes a call, you test it on the scenarios your claims line really sees, with success criteria you set.

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