AI agents for insurance automation

Automat for Insurance brings AI agents that automate carrier portal operations, claims processing, and policy workflows across legacy insurance systems.

Lucas Ochoa 5.12.2026

Insurance operations often rely on systems not designed for current demands, with manual data entry causing inefficiencies. Typical tasks involve:

  • Extracting data from claims documents
  • Entering data into carrier portals
  • Cross-referencing details
  • Filing regulatory paperwork

Teams frequently spend 60-80% of their time on data movement instead of decision-making. Traditional RPA struggles here, as carrier portals undergo frequent changes, creating maintenance challenges often exceeding manual workloads.

What we automate for insurers

Claims document processing

Claims come as mixed-format document packages (e.g., PDFs, scanned images). Automat extracts structured data, validates against policy details, and routes accordingly. A top 5 health insurer saves over $1 million annually by utilizing Automat.

Read the full case study.

Carrier portal automation

Automat interacts with diverse carrier portals for quoting, binding, and renewals, without needing custom developments for each carrier's unique navigation.

Policy administration and servicing

Automat streamlines multi-system data entries needed for policy changes (endorsements, renewals) into a single automated workflow.

KYB/KYC and underwriting verification

Automat aggregates necessary data from various sources for business verification, minimizing manual research efforts.

State regulatory filings

Automat efficiently manages compliance documentation with state insurance departments across different jurisdictions.

Why insurance operations choose Automate over legacy RPA

  • Visual navigation: Works without needing stable HTML selectors, adapts seamlessly to portal changes.
  • Native document handling: The same AI processes portals and extracts from documents.
  • Self-healing capabilities: AI adapts with minimum manual intervention when portals change.
  • End-to-end managed service: Engineers can build and maintain the automations, alleviating the need for certified developers.
  • Compliance-ready: Adheres to SOC 2, HIPAA, GDPR, and ISO 27001 with complete audit trails.

Results

  • Health insurer: Saved millions by enhancing document handling with AI.
  • Operational efficiency: Claims processing speed increased dramatically

How it works

  1. Share your workflow. Provide details of current processes.
  2. We build and deploy. Automation is built and operational within days.
  3. Continuous operation and adaptation. AI self-heals with changes in portal interfaces.

Talk to our team about your insurance operations or see the platform in action.

Frequently asked questions

  • Can Automat work with multiple carrier portals?
    Yes, it navigates any portal without requiring dedicated configurations.

  • How does it manage different claims document formats?
    Automat's vision models understand structure contextually.

  • Is Automat HIPAA compliant?
    Yes, and it maintains complete audit trails for every document.

  • Deployment timeline?
    Initial automation is live within 1-2 weeks, with wider deployments in 3-6 weeks.