Insurers, MGAs, brokers and TPAs

Agents for each stage of a policy, from the first quote to renewal

Know

Voice fraud targets claim payouts and bank details

Actioneer screens the caller’s voice in the first few seconds and restricts what the agent can disclose or update

Verified policyholder

Policy number and one identifier checked before any claim or cover detail

Broker or AI assistant

Mandate on file checked; status and documents only

Suspected voice clone

Settlement account changes refused; audio goes to your special investigations unit

Measure

Your rules, checked on each call

Every live call and message is scored against your rubric. Before deployment, any new agent version that fails a critical rule in testing is blocked

How scoring works

First notice of loss

Rubric
  1. Safety check first
  2. Policyholder verified
  3. Assistant and recording disclosed
  4. Required loss details
  5. No cover promised
  6. Next steps given

Systems it connects to

  • Salesforce FSC
  • Exotel
  • Twilio
  • Duck Creek
  • Sapiens
  • Genesys
  • Majesco
  • Guidewire
  • EIS
  • Databricks
  • WhatsApp Business Platform
  • Microsoft Dynamics

Regulations by region

India

4 regulations

Written into each agent’s rules and checked on every call

  1. IRDAI Protection of Policyholders’ Interests Regulations 2024
  2. IRDAI Information & Cyber Security Guidelines 2023
  3. DPDP Act 2023
  4. TRAI TCCCPR and DLT
Security and compliance details

Security & compliance

Enterprise-grade security for your most sensitive conversations.

Actioneer meets the standards your security, compliance and legal teams hold every vendor to, so AI agents can handle policyholder conversations with your full confidence.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA
  • GDPR
  • CCPA

Inside your private cloud

Run Actioneer in your own cloud account, alongside your existing model services.

Fully air-gapped

Isolated deployments with no outside connectivity, for your most sensitive lines of business.

Your region, your models

Choose your inference region, provider and model version to meet data-residency needs.

Common questions

How do AI agents follow up on missing claim documents?

The agent requests the missing document by voice or message and sends a secure upload link. It validates the upload, asks for a new copy if needed, updates the claim file and sends it to your claims team for review. Coverage and settlement decisions stay with your adjusters.

Who makes claim and underwriting decisions?

Your adjusters and underwriters. Agents collect documents, answer status questions and book appointments. They do not determine cover, agree a settlement or bind a policy, and they say so when a policyholder asks.

How do agents meet our regulator’s claims-handling rules?

Required notices, response timelines, contact windows and scripts are set per line of business and region. Each call is checked against your rubric and any miss is flagged.

When does a person take over?

On injury, an unsafe home, a vulnerable customer, a complaint, suspected fraud, or whenever the policyholder asks. During a catastrophe surge, agents triage by severity so your people take the urgent cases first, with the full loss report in hand.

Can Actioneer run in our private cloud?

Yes. Actioneer runs in your own cloud account or fully air-gapped. You choose the inference region, model provider and model version to meet data-residency rules. Agents are trained on your own claim results inside that boundary, and a new version goes live only if it beats the current one on your rubric.

Which languages do agents speak?

More than 20 languages and accents, including Hindi and other major Indian languages, Arabic and English. Agents switch when the policyholder does, and all languages are scored against the same rubric.

See an agent handle one of your calls

Pick a call you run today, such as a first notice of loss or a renewal reminder. We’ll run it live and score it against your rules