InsuranceInbound

Claim reporting line

Answers customers reporting an accident or loss, checks they're safe, takes down what happened and opens the claim.

Why it matters

The call nobody has time to make

The first call after an accident sets the tone for the whole claim. Picking up at once, asking the right questions in the customer's language, and opening the claim on the spot makes a stressful day a little easier.

On the call

1
Checks everyone is safe
Before anything else, and flags injuries straight away.
2
Finds the policy
By policy number or vehicle registration.
3
Takes down what happened
Where, when and how, in the caller's words.
4
Opens the claim
Through your claim system, and sends next steps on WhatsApp.

Claim reporting line · illustrative

00:30

Anika

Kevali agent

Customer

On the phone

What your team gets back

After every call, in Calls and Analytics.

Claims opened with time, place and what happened
Injuries and urgent cases flagged first
Photo and document requests already sent

Built in the Agent Builder

What this agent is made of

The same building blocks as every Kevali agent, set up for this call.

Workflow
The stages of the call, drawn as a simple flow, so it always knows what comes next.
Tools
Look-ups and actions in your own systems while the caller is on the line.
Data Collection
The answers it records from each call, in fields your team can filter.
WhatsApp
Messages it sends during or after the call, such as a link or a confirmation.

01
Build it
Start from a template or a blank agent. Write its instructions and first line, pick a voice and link what it should know.
02
Test it
Talk to it in the browser or have it ring your phone, read the transcript, and run the safety evaluation before you publish.
03
Launch and watch
Put it on your number or in a campaign. Calls, Analytics and Alerts show how every conversation went.

Insurance