Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for claims adjusters

Claim Diary and Status Follow-Up Agent

No missed deadlines and regular claimant updates

MonitoringAdministrationInsurance
See how it worksGet access
Claim Diary and Status Follow-Up Agent: what goes in, what the agent does and what you get

What it does

Adjusters carry large caseloads with diary dates, regulatory deadlines and claimants waiting for news, and one missed deadline can mean a penalty. Each morning this agent reviews the caseload. It checks diary dates, regulatory response deadlines, outstanding documents and the last contact with each claimant. It lists claims due today and overdue items in priority order, with any legal deadline within two days at the top. It drafts status updates for claimants with no contact in 30 days. It checks for new documents that answer outstanding requests and proposes closing those items. It then checks that every legal deadline for today is covered; if one is at risk, it moves it to the top and alerts the adjuster. The adjuster approves every message and diary closure. Edge case: one state requires acknowledgment within 10 days, so new claims from that state are prioritized.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Morning caseload review 2 USES A TOOL Pull diaries, documents and contact log 3 DOES Rank due and overdue items 4 DOES Close items answered by new documents 5 USES A TOOL Draft claimant updates 6 CHECKS THE RESULT Are all legal deadlines covered for today? If not: move at-risk items to the top and alert theadjuster. Back to step 3. 7 YOU APPROVE Adjuster approves messages 8 RESULT Daily work list
Read the steps as a list
  1. Morning caseload review
  2. Pull diaries, documents and contact log
  3. Rank due and overdue items
  4. Close items answered by new documents
  5. Draft claimant updates
  6. Are all legal deadlines covered for today?If not: move at-risk items to the top and alert the adjuster. Back to step 3.
  7. Adjuster approves messagesThe agent waits here for your OK.
  8. Daily work list

How it decides

It ranks items by legal deadline first, then diary date and time since last contact.

  • Legal deadline within 2 days: top
  • No contact in 30 days: draft update
  • New document matches request: close item

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Contact interval
  • State deadline rules
  • Run time
  • List format

What keeps you in control

It always asks you first

  • Sending messages
  • Closing diary items

Hard limits

  • Never makes coverage decisions
  • Never sends without approval

It stops when

  • Done: list ready
  • Stop: claims system down

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Monday, an adjuster had 140 open claims. The agent listed 18 items due and closed 6 because the requested documents had arrived. Its deadline check found one 15-day acknowledgment due today that was missing from the list, because the claim was coded to another unit. It added it and drafted 9 claimant updates. The adjuster edited one update and approved the rest before 9 am.

More agents for claims adjusters

Document handling · Creating

Claim Evidence Timeline Agent

An adjuster-ready chronology where every event is traceable to its source.

7 steps2 checks4 jobs
Document handling · Monitoring

Claims Document Version Agent

A complete version history of every claim document.

8 steps1 check5 jobs
Risk management · Automation

Subrogation Opportunity Agent

Recoverable claims identified early, evidence preserved and demands ready before the deadline

9 steps1 check2 jobs
Decisions · Insurance

Claim Reserve Review Agent

Reserves that match current facts and stay inside authority limits

9 steps2 checks2 jobs