> Home > Use Cases > By Industry > Insurers

AI call answering for Insurers

Keep claim enquiries moving when call volumes rise

Capture new claim notifications and route claim follow-ups when enquiry volumes spike.

Insurance adviser listening to a customer call

Answers grounded in your business

Published claims processes, team contacts and general document requirements. Authorised staff handle identity checks, policy interpretation and cover decisions.

Load the approved sources your team uses. Sofie asks relevant follow-up questions, keeps the conversation focused and passes questions outside that information to the right person. Keep time-sensitive information up to date; a supplied document is not a live system connection.

Hear There247 in action

New storm damage notification

A real product demonstration for insurers: the caller’s request, Sofie’s follow-up questions and the agreed next step.

Recording coming soon

For now, explore the written example or request a demonstration with your business details.

Two calls your team could receive

Names, addresses, product details, prices, references and masked callback numbers below are fictional. SMS and email show the same enquiry details. Your rules determine which handoff is used; warm transfers are available on Premium and Business.

New storm damage notification

“Last night’s storm damaged my roof. How do I report it?”

There247 asks: When did the damage happen, and what’s the best number for the claims team to reach you? Sofie also confirms the caller’s name and callback number when a handoff is needed.

Captures: Caller name, damage type, incident timing and callback number.

Next step: Route the notification to the claims team for intake and next steps.

What your team could receive

Example SMS

Morgan Example reports roof damage from last night’s storm and wants to lodge a claim. Callback: 021 XXX 0029. Route the notification to the claims team for intake and next steps.

Example email

Subject: New storm damage notification

Body: Morgan Example reports roof damage from last night’s storm and wants to lodge a claim. Callback: 021 XXX 0029.

Follow-up: Route the notification to the claims team for intake and next steps.

Example warm introduction — if available

“Hi, this is Sofie from There247. I have Morgan Example on the line. They’re reporting roof damage from last night’s storm and want to lodge a claim. Can I connect you now?”

Existing claim follow-up

“Can someone tell me whether my claim documents arrived?”

There247 asks: What’s your claim reference, and when did you send the documents? Sofie also confirms the caller’s name and callback number when a handoff is needed.

Captures: Caller name, claim reference, document submission date, enquiry and callback number.

Next step: Send the request to the claims team to verify the caller and follow up.

What your team could receive

Example SMS

Casey Example asks whether documents sent on Tuesday were received for claim DEMO-742. Callback: 021 XXX 0030. Send the request to the claims team to verify the caller and follow up.

Example email

Subject: Existing claim follow-up

Body: Casey Example asks whether documents sent on Tuesday were received for claim DEMO-742. Callback: 021 XXX 0030.

Follow-up: Send the request to the claims team to verify the caller and follow up.

Example warm introduction — if available

“Hi, this is Sofie from There247. I have Casey Example on the line asking whether the documents sent on Tuesday for claim DEMO-742 were received. Can I connect you now?”

Set up the questions and the next step

Load the right information

Published claims processes, team contacts and general document requirements. Authorised staff handle identity checks, policy interpretation and cover decisions.

Agree the routing

Choose who receives new storm damage notification enquiries and who handles existing claim follow-up requests. Provide branch contacts, coverage hours and any approved escalation rules.

Test the fallback

Test an answered call, a question missing from the knowledge sources and a transfer nobody accepts. Agree what the caller hears and who follows up.

Common questions

Can There247 confirm bookings, availability or account changes?

The examples on this page capture and route enquiries. Your team confirms bookings, stock, attendance and account changes. Sofie can share approved information, including supplied prices or availability, with any relevant date or limitation.

What if the caller needs a person?

Sofie can introduce the caller to the appropriate team member under your rules. Warm transfers are available on Premium and Business. If nobody answers, use your agreed fallback and notification route.

Can we use it only when the team is busy or closed?

Yes. Agree when calls should reach There247 and configure the routing for your existing number and phone provider. Test the arrangement before relying on it.

What should stay with our authorised team?

Published claims processes, team contacts and general document requirements. Authorised staff handle identity checks, policy interpretation and cover decisions. Keep the enquiry to the minimum needed to route it, and apply your privacy and identity-verification procedures.

Explore the call-handling options

Try it with the calls your business receives

Tell us about your services, hours, knowledge sources and call-handling rules. We help configure and test your call handling. Your seven-day trial starts once forwarding is connected and the service is activated. Keep your existing business number and agree when There247 should answer.

Top