Travel Insurance Platform

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  1. Travel Insurance Platform
  2. Work with Proto
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Put an AI agent to work in Travel Insurance Platform

Ask Proto to help your team prepare and inspect travel insurance work.

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 6 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

  • Policy Operations' assistant: Find policies needing review and summarize their dates, owner and coverage terms for a handoff.
  • Trip Review Specialist: Prepare a submitted offer checklist using destination, departure, premium and carrier quote.
  • Offer Reviewer: Compare the submitted revision with the policy and list questions before a human decision.
  • Claims Specialist: Assemble a claim summary with loss dates, evidence and relevant policy coverage.

What stays with a person

  • A person must decide whether to accept a carrier offer or authorize a claim benefit.
  • Carrier confirmation and payment verification require checks against the connected source.
  • Proto can prepare the case and surface inconsistencies for the named owner to resolve.

A person must decide whether to accept a carrier offer or authorize a claim benefit. Carrier confirmation and payment verification require checks against the connected source. Proto can prepare the case and surface inconsistencies for the named owner to resolve.

Set up Travel 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