Page 21 - EBOOK ON AI TOOLS FOR INSURANCE

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SAMPLE USE CASES IN

INSURANCE OFFICES

These examples illustrate how AI tools can be used

practically in day-to-day tasks to improve speed,

accuracy, and customer experience.

Claims Assistant (Chat GPT): An executive receives an

internal alert that a health insurance claim is denied

due to non-disclosure. Instead of drafting the letter

from scratch, they use Chat GPT to generate a

professional, empathetic denial letter. This saves time

and ensures tone compliance.

Email Automation (Grammarly): A renewal reminder

email is prepared for clients whose motor insurance

policies are expiring. Grammarly checks grammar,

corrects language, and suggests a clearer subject

line. This improves email quality and client response

rates.

Process Tracker (Notion AI): A claims manager sets

up a Notion board to track status updates for high-

value commercial claims. Departments collaborate

live, survey reports, communication logs, and

approvals are stored in one shared workspace.