Insurance brokers
A claim that arrives by email is ready to open, with the request for missing documents already drafted.
Crafteer.ai reads claim notifications, checks them against the policy, asks the customer for anything missing and prepares the notification to the insurer, which waits for your team's approval. With Mimic Task, it runs quotes on insurer portals. Your team handles more cases without growing at the same pace.
Book a demoWhat weighs on the team today
Claim notifications that arrive incomplete
The customer sends an email with two photos and one sentence. The accident report, the driving licence and the other vehicle’s registration are missing. Every missing document means another email and more waiting.
Quotes, one portal at a time
To compare motor insurance, someone logs into each insurer’s portal and types the same details into every one. It is repeated work that takes up the morning of the person who should be advising the customer.
Renewals that need attention for each customer
Every policy coming up for renewal needs a call or an email, sometimes a new quote. With a large book of business, it is hard to reach everyone in time.
One motor claim, from email to opening
- 1An email arrives from the policyholder: “I had a bump in the supermarket car park, photos and the accident report attached.”
- 2Crafteer.ai reads it and extracts policy, registration, date, place and a description of what happened.
- 3It checks the data against the policy and customer in the brokerage's ERP and sees what's missing.
- 4The driving licence is missing: it drafts the request to the customer, which your team approves.
- 5With everything in, it prepares the notification; your team reviews and approves sending it to the insurer.
How Crafteer.ai helps
From the claim email to opening the claim
Crafteer.ai reads the notification, pulls out policy, date, place, plate and description, and checks everything against the policy data. If it's complete, it goes as far as notifying the insurer, where it stops for your team to approve.
Asks the customer for missing documents
When a document is missing, it drafts the email to the customer listing what is needed. The email waits in a card in the chat, ready to approve and send.
Quotes on insurer portals
Mimic Task, from the same company, connects to Crafteer.ai and runs quotes and other tasks on the Ageas, Allianz, Asisa, Divina Seguros, Fidelidade, Lusitania and Tranquilidade portals, for motor, motorbike, multi-risk, life, health, workers' compensation and liability.
Renewals with fresh quotes
Crafteer.ai finds the policies due for renewal and compares the current insurer's renewal price with the policy in force. When they differ (or always, if the brokerage prefers), it alerts your team, runs quotes with other insurers through Mimic Task and drafts the message to the customer, by email or WhatsApp, for approval.
What Crafteer.ai handles at an insurance brokerage
Claim notifications
Checked against the policy, with the request for missing documents and the notification ready to approve.
Quotes
Run by Mimic Task on seven insurers' portals.
Renewals
Price comparison, fresh quotes and a customer message ready to approve.
Premiums to collect
Reminders to the customer before the due date, for your team to approve.
Customer requests
Changes, document copies and questions read from email and WhatsApp, with the reply drafted.
Phone calls
Scriva transcribes the call and turns it into a request or an activity.
FAQ
Which broker ERPs does Crafteer.ai work with?
It's integrated with Lluni, Libax, Inxure, MPM SegElevia and Gemese, on top of the ERP the brokerage already uses. It reads customers, policies, claims, receipts and anything else the API makes available; it creates and updates customers and prepares claims, which go to the ERP and the insurer once your team approves.
Which insurer portals can it run quotes on?
On the Ageas, Allianz, Asisa, Divina Seguros, Fidelidade, Lusitania and Tranquilidade portals, using the brokerage's own credentials, for motor, motorbike, multi-risk, life, health, workers' compensation and liability (tasks vary by insurer). Mimic Task is also being built so that anyone, technical or not, can create new automations with a browser extension that records the steps they take on the page.
What does Crafteer.ai do at renewal time?
It finds the policies due for renewal and compares the renewal price with the current one. When they differ (or always, if the brokerage prefers), it alerts your team, runs quotes with other insurers through Mimic Task and drafts the customer message for approval.
Does the claim notification to the insurer wait for approval?
Yes. Crafteer.ai checks what the customer sent against the policy data; if anything is missing, it drafts the request to the customer. Once everything is complete, it only stops at sending the notification to the insurer, for your team to review and approve.
What about claims reported by phone?
Scriva, from the same company, transcribes calls and turns them into whatever the call was about: a request, an activity or a new customer in Crafteer.ai.
Who handles implementation?
The LucidHorizon team, after a demo. The processes for each line of business are set up as SOPs, step-by-step procedures you create by describing the process in writing or by voice. Timing depends on each company and is assessed after the process review.