AI business tools for insurers, brokers and agencies

Many business systems have no API. Agents that operate the browser or desktop can fill portals, download reports and move data between systems the way a person would.

Clinics lose days to payer approvals. AI assembles the clinical evidence, fills the payer forms and tracks status, with staff reviewing before submission.

Invoices, purchase orders, claims forms and applications still arrive as PDFs and scans. Vision-language models now read them with layout awareness, which turns retyping into review.

Insurers and brokers automate first notice of loss: collecting details, photos and documents, checking coverage and routing to adjusters with a summary.