Classify claim notifications and settle simple claims automatically
Insurers classify claim notifications and settle simple cases fully automatically
Fits: Office, administration & casework · Customer service
Every notification goes straight to the right team, and simple claims such as broken glass are paid out before the customer chases them up. Claims handlers have time for disputed and large claims.
Is this for you?
- You receive many similar claim notifications via portal, app or email.
- There are clear rules for simple claims that already lead to full payment almost every time.
- Your policy administration system and claims system can be connected, and policy data can be retrieved automatically.
Write eight made-up claim notifications based on typical cases (glass, bicycle, escape of water, liability) and have them assigned to your types of claim and teams with the template below. Watch whether the AI decides anywhere on reductions, liability or cover. That is exactly what it must not do.
How to go about it
- Define types of claim, teams and rules for simple cases
- Collect closed claims as examples
- Set up classification and automatic settlement
- Pass reductions, rejections and unclear cases to claims handlers
- Settle claims day to day and carry out spot checks
- Review misallocations and incorrect payments
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
Same approach, other use cases
11 more use cases follow the pattern “Sorting & assigning”.
VS-02 · Legal status 08.10.2026