Insurance Workflows on Agenty, Powered by AI
Insurance teams use Arahi AI to turn Agenty into an automation engine. Connect in minutes, save hours every day.
First-notice acknowledged. Adjuster assignment confirmed:
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Agenty
Authorize Agenty in your Arahi AI dashboard. The secure connection takes less than 60 seconds.
Configure Your AI Agent
Set up triggers, actions, and conditions specific to how your team uses Agenty. For insurance teams, this typically means routing workflows from tools like AMS360 alongside Agenty.
Deploy & Monitor Results
Your AI agent goes live immediately. Track tasks automated, time saved, and accuracy metrics in real-time.
Claim CL-44821 received · adjuster Marisa Lim assigned
We received your auto claim from this morning's accident on I-90. Claim number CL-44821 has been opened and assigned to Marisa Lim (direct: 555-0192).
Personalized using LinkedIn activity from the last 30 days.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to e.shaw@homemail.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: For every new claim, have @Agenty acknowledge receipt, request the right documen
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
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