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Handle claims and renewals faster with AI on your policy data.
Policies, claims, customers and brokers on one AI-native foundation. AI flags claim risks, assigns and prioritizes work and prepares policyholder context; adjusters and claims managers make every coverage and settlement decision.
Insurance apps and AI, ready to run
CloudOffix gives insurers ready-to-use apps for policyholders, claims, service requests, agents and revenue tracking, with AI assistants, agents and voice agents working in the same records.
Start with what is ready, connect the policy or core systems you keep, and build only what is missing with CloudOffix Agentic App Builder.
- 01Run: ready-to-use CloudOffix apps for policies, claims and service
- 02Connect: the systems you keep, with clear ownership of the data
- 03Build: missing steps with CloudOffix Agentic App Builder
- 04Automate: decide what AI prepares and what people approve
AI for insurance operations
Agents flag, assign and prepare. Adjusters and claims managers decide.
Spot claims risks earlier
AI highlights the claims that need attention, so adjusters act before small issues become costly ones.
- High-priority claims and missing documents
- SLA risks and fraud indicators
- Escalated cases and pending reviews
Speed up claims processing
AI assigns claims to the right team members and sets priorities within the rules you define, so every claim moves without delay and managers handle escalations.
Track policy performance
Follow active policies, renewals due, renewal rate, policies at risk and cancellations in one view.
Better service, stronger agents, clearer revenue
Improve customer service
Give teams each policyholder’s recent claims, policy status and last contact at a glance.
Strengthen agent relationships
See activity and momentum across your brokers and agents, and spot who needs support.
Monitor revenue and renewals
Track total premium, renewals and claims impact, with AI insights on what is changing.
Assistants, voice agents and custom agents, with people in charge
Configure assistants, agents and voice experiences within the business process. Define the information they can use, the actions they can perform, and the decisions or approvals that remain with people.
Ask your data. Get insights.
Ask Cloudia, the CloudOffix AI assistant, about your policies, claims, customers and agents in plain language and get answers grounded in your live business data, within the access each user already has.
- Uses: the records the user is allowed to see
- Does: answers, summarizes, prepares
- People: decide what to do with the answer
Voice AI
Ask your insurance operations and get instant answers. Use Voice AI to support policyholders, answer coverage questions and identify policy growth opportunities through natural conversations.
- Uses: policy and claim records
- Does: answers coverage questions, captures requests
- People: decide coverage, settlement and exceptions
Build AI that understands your insurance processes
Every insurance organization manages policies, claims and agents differently. With CloudOffix AI Builder, design the agents your claims and renewal processes need, with defined inputs, allowed actions and approvals.
- Uses: the records and permissions of the process
- Does: only the actions you allow
- People: approve, handle exceptions, own outcomes
From first notice to settled claim and renewal
An example of a claims journey where people and agents share the same policy and customer context.
- 01
Policyholder gets in touch
A voice agent supports policyholders and answers coverage questions; the claims team records the claim.
Voice agentPeople - 02
Claim is triaged
An agent highlights high-priority claims, missing documents, SLA risks and fraud indicators; the adjuster reviews them.
AI agentPeople - 03
Claim is assigned
An agent assigns claims to team members and sets priorities; the claims manager handles escalations.
AI agentPeople - 04
Decision is made
The adjuster decides on coverage and settlement; agents never make that decision.
People - 05
Customer is updated
An AI assistant gives the service team the policyholder's recent claims, policy status and last contact.
AI assistantPeople - 06
Renewal is managed
Renewals due and policies at risk are tracked; brokers and agents follow up with the customer.
CloudOffix appPeople
Policies, claims and agents in one context
Your team and AI work from the same records, history, rules and permissions across:
- Policy lifecycle management
- Claims processing and monitoring
- Risk assessment and analytics
- Customer relationship management
- Agent and broker operations
- Revenue and performance visibility
Try it on your own business.
Try the ready-to-use apps free, or book a demo and walk through one claims or renewal process with our team.