Pipefy Launches AI Agents for Insurance: Faster Claims, Smarter Decisions, Better Service
San Francisco - Pipefy has added AI Agents to its process management platform for insurers. The goal is simple: automate repetitive work, reduce cycle times, and improve service across claims, renewals, fraud checks, and policy admin.
"With AI-powered automation, the insurance industry becomes more agile, efficient, and customer-centric. We expect that the adoption of this technology establishes a new operational model that combines intelligence, performance, and service excellence," says João Moreira, General Manager for the Insurance Business Unit at Pipefy.
What this means for carriers and brokers
Pipefy's AI Agents run workflows end-to-end, adapt decisions in real time, and produce fast outcomes while supporting compliance requirements. They're built to remove manual handoffs, keep data consistent, and keep your team focused on higher-value work.
- Compliance verification: Validate claims documents efficiently, including image checks and data from submissions and invoices.
- Managing claims: Improve information accuracy, automate fragmented steps, and reduce errors and delays.
- Fraud detection: Flag inconsistencies, verify critical data, and help prevent fraudulent claims.
Customer-facing use cases
AI Agents also support the customer experience with clear guidance and 24/7 responsiveness-without adding headcount.
- Issuing and administering policies: Always-on support for routine requests and status updates.
- Renewals and cancellations: Proactive notifications, simple confirmations, and guided changes.
- Reimbursements and claims: Step-by-step assistance for data collection, document submission, and follow-ups.
Why it matters now
Margins are tight, expectations are high, and manual workflows don't scale. AI Agents help you shrink turnaround times, reduce leakage from errors and rework, and keep service levels consistent during spikes in volume.
"Pipefy's AI solution allows insurance players to automate repetitive, high-volume tasks like quoting, document analysis, external data searches, customer profile checks, and claims management. This frees up teams to focus on more consultative and strategic roles, improving service quality and strengthening relationships with clients," Moreira adds.
How to put this to work (quick start)
- Pick one process with clear SLAs and measurable pain (e.g., FNOL triage or renewals outreach).
- Define decision rules and data sources upfront; log all actions for audit.
- Start with a narrow scope, measure cycle time, accuracy, and customer response, then expand.
- Use a proven framework for oversight and risk controls, like the NIST AI Risk Management Framework.
Need to upskill teams on practical AI? Explore role-based learning paths here: AI courses by job.
About Pipefy
Pipefy is a global Artificial Intelligence platform that orchestrates autonomous AI Agents, transforming how companies manage processes, optimize workflows, and broaden access to advanced technology. Founded in 2015 in Curitiba, Brazil, and also based in San Francisco, Pipefy serves companies in more than 100 countries with practical, accessible AI-driven solutions.
Media contact
Lisa Hendrickson, LCH Communications for Pipefy
lisa@lchcommunications.com
516-643-1642
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