When a leading UK financial claims company came to Agency AI, their team could not keep pace with claims processing. Thousands of eligible customers had expressed interest but never completed their claims. Manual phone calls went unanswered, paperwork sat incomplete, and people who qualified were going unprocessed.
With different advisors using different approaches and sheer volume overwhelming the team, eligible customers were waiting weeks or months just to progress their claims.
We built a WhatsApp workflow that contacts every eligible customer in the same way, however many there are. Operating from a verified WhatsApp business account, the AI automatically contacted customers, collected required documentation, guided them through signing paperwork, and kept everything moving 24/7.
When customers wanted human support, the system asked for their preferred time and automatically booked confirmed appointments in advisors’ calendars. No more wasted calls to people who don’t answer.
The company processed more claims in days than it previously could in months. Over three thousand customers were contacted in a single day, and the number who went from expressing interest to submitting a claim rose sharply.
The system handles the outreach, the documentation gathering and the appointment scheduling. Advisors spend their time on the conversations that need judgement, and administrative time on each claim fell by 95%.
Tell us where your team loses the most time. We will tell you honestly whether AI pays there, what it takes to build, and what we have already delivered for businesses like yours.
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