Insurance · Health Insurance

Health insurance customer AI agent

A health insurance customer AI agent answers the questions policyholders actually ask: what is covered, what the waiting period is, which hospitals are cashless nearby, how to file or track a claim, and how to renew or port a policy. It reads your policy wordings and claims system, so answers are specific to the member's plan rather than generic marketing text.

60%

fewer inbound coverage and claim-status calls

24/7

multilingual member support

Higher

on-time renewal rates through proactive journeys

The problem today

  • Members can't interpret policy wordings, so every coverage question becomes a phone call.
  • Claim status opacity drives repeat contacts during an already stressful hospitalisation.
  • Renewals lapse because reminders are generic and the payment journey is fragmented.

Who it is for

Insurance teams running health insurance who want the customer journey automated end-to-end.

The agent ships pre-trained on insurance workflows, then is grounded on your own products, policies and systems — deployed on web, app, WhatsApp and voice with full audit logging and human handover.

How it works

Step 1

Identify

The member is authenticated and their exact plan and endorsements are loaded.

Step 2

Explain

Coverage, sub-limits and waiting periods answered from the actual policy wording.

Step 3

Assist

Cashless hospital search, pre-authorisation initiation and document upload.

Step 4

Retain

Renewal quotes, top-up options and payment links delivered before expiry.

What the agent does

Coverage clarity

Plan-specific answers on inclusions, exclusions, sub-limits and waiting periods.

Cashless network

Finds empanelled hospitals by location and speciality with contact details.

Claims support

Initiates claims, lists required documents and reports live status.

Renewals & top-ups

Quotes, endorsements, member additions and one-click payment.

Frequently asked questions

Can it give plan-specific answers?

Yes. It reads the member's actual policy schedule and wording rather than answering from generic brochures.

Can members file a claim through it?

Members can initiate intimation, upload documents and track status; adjudication remains with your claims team.

Does it handle pre-authorisation?

It collects and validates pre-auth details and routes them to the TPA or in-house desk.

Is member health data secure?

Deployments support private or on-premise hosting, encryption and strict role-based access.