Page 15 - EBOOK ON AI TOOLS FOR INSURANCE

15

NOTION AI FOR ORGANIZED,

COLLABORATIVE WORK

Use Cases (With Sample Scenarios):

Create Daily Task Lists

An insurance team creates a shared Notion board to list

daily claims to be reviewed. The board updates in real-

time and tasks are assigned by tagging team members.

Maintain Shared Knowledge Base

Underwriting guidelines, health claim process documents,

and compliance protocols are stored in a centralized

Notion workspace, easily accessible across departments.

Document Claims Workflows

A process document is created using AI prompts that

outline steps from claim registration to settlement,

minimizing knowledge gaps between staff.

Auto-Generate SOPs

Using Notion AI, managers can type "Create SOP for

motor insurance endorsement" and the tool generates a

structured guide which can be refined collaboratively.