Autonomous agents for Insurance & Compliance
Mitigate risk and accelerate claims. HachiAI agents manage certificate tracking, claims processing, and policy renewals without manual intervention.
Capabilities
Common Automated Workflows
Replace manual data entry and repetitive checks with intelligent workflows that run 24/7.
Certificate of Insurance (COI) Tracking
Monitor vendor insurance expiration dates, automatically request renewals, and update compliance databases.
Claims Intake & Entry
Extract accident/incident data from email forms and enter into claims management systems (Jesta/Dynamics).
Policy Renewal Management
Identify expiring policies, generate renewal notices, and reconcile premium payments.
Recommended Agents
Pre-trained models ready to deploy.
COI Tracker
Monitors expiry dates and chases vendors.
Claims Intake Bot
Triages incoming claim emails.
Premium Auditor
Reconciles payments against policy limits.
Renewal Coordinator
Prepares renewal packets for review.
How It Works
Seamless integration into your existing stack.
Inputs
- Vendor COIs (PDF)
- Claim Forms
- Policy Documents
IDW
Extracts dates/limits, compares to requirements, flags gaps.
Outputs
- Compliance Reports
- Renewal Emails
- Updated Systems
"Our Weekly Insurance Run agent scans all vendor COIs, identifies those expiring in 30 days, and automatically sends tiered reminders, ensuring 100% compliance across active sites."
"The Claims Agent processes chargebacks and claims daily, identifying negative amounts in GRNI reports and posting them to the financial system instantly."
Our Process
Integrations
Dynamics 365, Jesta, Outlook, Custom Portals
Security
PII compliant data handling
Estimated KPIs & ROI
Ready to automate your Claims Processing?
See our logistics agents in action on your own data. Book a tailored demo with our solution architects today.