Pet Insurance Platform

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  1. Pet Insurance Platform
  2. Work with Proto
Reference

Put an AI agent to work in Pet Insurance Platform

Ask Proto to help prepare policy and claim work with the right review boundary.

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: Find assigned policies still in draft and show the coverage and attachments needed for review.
  • Authorized Underwriter: Show a policy's source revision, coverage and decision history before a human decision.
  • Auditor: Trace a claim from loss date through insurer decision and verified payment event.
  • App Administrator: Find active carrier, policyholder and staff relationships for access review.

What stays with a person

  • A person with the right authority decides a policy revision or insurer benefit.
  • An external carrier or payment provider supplies its own result.
  • Proto can prepare the case and surface records, but a verified provider event and attributed human decision remain necessary for the corresponding outcome.

A person with the right authority decides a policy revision or insurer benefit. An external carrier or payment provider supplies its own result. Proto can prepare the case and surface records, but a verified provider event and attributed human decision remain necessary for the corresponding outcome.

Set up Pet Insurance Platform 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