AI Agents for Insurance that Power your Business
Create and manage autonomous AI agents to hyper-automate insurance processes quickly and easily

Maximizing efficiency made easy
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61% of insurance leaders expect to increase investment in automation to gain a competitive advantage.
Use of AI grows exponentially for risk and fraud management.
Massive use of AI for service personalization continues as a trend.
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All the power of the leading No-code platform combined
with the unlimited potential of generative AI to
Automate tasks quickly and easily
Avoid operation bottlenecks
360° view of your business with centralized information
Conversational agents for better customer relationship
Use cases
Policy issuance and administration
Assist customers in entering the necessary data to create their policies, including personal and vehicle information. Provide 24/7 access to coverage details, policy validity, and clauses.
Policy Renewal or Cancellation
Notify customers of upcoming renewals and request confirmation or changes. Simplify the cancellation process by guiding customers through the necessary steps.
Reimbursement to Insured and Third Parties
Use a chatbot to guide customers in submitting reimbursement requests. Collect personal details and reimbursement information, ensuring proper document submission.
Claims Management
Enhance information accuracy and automate fragmented processes with AI agents. Minimize errors and delays, improve operational efficiency, and deliver a better customer experience.
Underwriting
Streamline communication among customers, underwriters, inspectors, and other stakeholders with AI agents that automate document collection and critical information extraction. Improve efficiency and accelerate decision-making for quicker, more accurate responses.
Anti-Fraud
Enhance fraud detection through AI automation, utilizing a centralized information system that minimizes the number of professionals involved, simplifies processes, and reduces costs.
From automating workflows to creating autonomous AI agents
Intake Agent

David
Guides customer interactions for data collection, claim support and policy updates.
- Schedules collection for salvage claims.
- Guides customers through claim requests.
- Provides a step-by-step policy completion guide.
- Offers personalized coverage simulations.
- Enables fast, online claims filing.
Compliance Verification Agent

Susan
Efficient validation of claims documents, images and data entries.
- Verifies images and data from claims submissions.
- Assesses recovered goods for technical validation.
- Authenticates validates and invoices.
- Automatically validates sent documents.
- Extracts and analyzes contractual data.
Fraud Detection Agent

Jessica
Detects inconsistencies, validates critical data and prevents fraudulent claims.
- Conducts fraud history checks.
- Cross-references external data sources.
- Identifies potential fraudulent claims.
- Consults legal restrictions on assets.
- Analyzes recurring suspicious patterns.
Policy & Document Automation Agent

Mark
Automates the creation, issuance and management of insurance policies and contracts.
- Automatically generates personalized contracts.
- Issues detailed policy documents digitally.
- Creates rapid settlement terms for claims.
- Automates the transfer of ownership and legal agreements.
- Formalizes reimbursement agreements.
- Collects digital signatures with PipeSign.
Shared Services

James
Financial
Reimbursement
Requests

Robert
IT
Permissions/Acesss, Equipment, Software

Sarah
Procurement
PO inssuance, Quotations comparison
ROI of up to 260%
50% faster deployments
Reduce manual tasks by 40% to 90% with AI Agents
Accelerate time to market with one of the lowest TCOs in the market*, improve team efficiency and customer experience by hyper-automating insurance and brokerage processes, making them easier and faster, with Pipefy.
Source: Forrester – Pipefy Total Economic Impact.

Approved by major market players




Pipefy is recognized as the industry leader

What else can you have?
At Pipefy, you have shared services: automate HR, purchasing and finance processes to eliminate bottlenecks.
Keep track of metrics and internal customer satisfaction by simplifying purchase orders, supplier integration and HR requests.
This reduces IT security overhead, as Pipefy offers governance tools and action history, ensuring the necessary control for maintenance while allowing the agile implementation of new processes, without bureaucracy.
