Group Insurance Admin

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  1. Group Insurance Admin
  2. Agent assistance
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Put an AI agent to work in Group Insurance Admin

Use Proto to prepare group insurance records and bring decisions to the right person.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Insurance Coordinator: Prepare a policy and eligibility extension with the organization, owner, dates and plan evidence for review.
  • Authorized Underwriter: Bring the submitted revision, coverage terms and prior decision history together for a reasoned decision.
  • Claims Examiner: Find the coverage window that applies to a loss date and assemble the claim evidence.
  • Auditor: Trace a policy change through its review decision, operation receipt and external reference.

What stays with a person

  • Proto can prepare records and highlight an unresolved receipt.
  • The underwriter makes the authorization decision, the carrier issues cover, and the payment provider confirms money movement.
  • Check the returned evidence before recording completion.

Proto can prepare records and highlight an unresolved receipt. The underwriter makes the authorization decision, the carrier issues cover, and the payment provider confirms money movement. Check the returned evidence before recording completion.

Set up Group Insurance Admin your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started