Show the facts behind a decision
LiveOne claim, one file.
A claim is rarely one conversation. The customer is on WhatsApp, the insurer is on email, the assessor is somewhere else again. A case file holds all three against the same matter.
- CUSTOMER
- J. Walsh · 9 messages
- INSURER
- Claim ack + 2 requests
- ASSESSOR
- Report received 14 Jul
- NEXT
- Awaiting insurer response · 4 days
Example data, fictional.
How it works
Case files, step by step.
Three parties, three channels, one matter.
The customer messages on WhatsApp, the insurer replies by email, the assessor sends a report. Each of those is a separate thread everywhere else. Here they attach to the same claim, so the file is the whole story and not just the part of it that happened in your inbox.
The history arrives with the task.
When a claim comes back to you after a fortnight, what you need is not the last message but everything since the first one. The matter carries its own history, so picking it up does not mean scrolling three applications.
It survives a gap.
A client who goes quiet for three weeks and then replies lands back on the same matter with the same open task. Nothing starts from scratch because a conversation paused.
Ready for whoever asks.
Everything that happened on the claim, in the order it happened, with who said what and when. That is the same shape as the answer a regulator, an insurer or a client’s solicitor eventually asks for.
Works with
The same client record, handed to the next capability.
Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.
Plain-English questions over a brokerage’s live book, answered with the underlying clients and an optional drafted follow-up.
Firm-controlled document templates filled from the client record and produced as PDFs, logged against the file.
Structured intake across every product line and every channel, running out of hours, with a broker takeover that freezes the AI mid-thread.
Questions
Case files, in detail.
- What is a case file?
- A single matter holding every conversation attached to one claim: the customer, the insurer and the assessor, regardless of which channel each of them uses. It replaces the situation where the story of a claim is split across a mailbox, a phone and somebody’s memory.
- Does it work when each party uses a different channel?
- That is the case it exists for. A customer on WhatsApp, an insurer on email and an assessor sending documents all attach to the same matter, and the file reads in the order things actually happened.
- What happens if a claim goes quiet and then restarts?
- It resumes on the same matter with the same open task. A gap of days or weeks does not create a second file. A second file is how the same claim ends up worked twice.
See it working
See Aoibhe handle a real enquiry.
Bring a sample enquiry to a 30-minute demo. We'll show the client file, the draft and the broker handoff, on your own data if you'd rather.
Or email support@aibroker.ie.