Automate Insurance Operations with Cliniko + AI
Unlock Cliniko for your Insurance business. Arahi AI agents handle the busywork so your team doesn't have to.
First-notice acknowledged. Adjuster assignment confirmed:
How does Cliniko work for insurance teams?
Cliniko works for insurance teams as the engine behind an Arahi AI agent built around the workflows that actually consume your week. The agent reads context from Cliniko and the other systems your insurance operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision. Automate repetitive tasks and free up your insurance team to focus on high-value strategic work. Teams typically see faster claims resolution once the agent is in production. Setup is no-code, every action is auditable, and the agent is scoped to the rules your insurance team defines — not a generic template applied to your business.
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 Cliniko
Authorize Cliniko in your Arahi AI dashboard. Projects, clients, and financial data sync instantly.
Define Business Workflows
Set up automation rules for Cliniko — project milestones, invoice events, or client status changes trigger AI actions. For insurance teams, this typically means routing workflows from tools like AMS360 alongside Cliniko.
Run Your Business on Autopilot
AI handles the operational work inside Cliniko while you focus on growth. Track efficiency gains live.
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 @Cliniko acknowledge receipt, request the right docume
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
You can automate the full range of insurance workflows through Cliniko — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Cliniko so your insurance data stays centralized.
No coding required. The no-code builder walks you through connecting Cliniko and configuring insurance-specific automation rules visually. Your insurance team can set up and manage Cliniko workflows without any developer involvement.
Yes. Arahi AI supports 1,500+ integrations, so your insurance workflows can span Cliniko and every other tool in your stack. A single automation can pull insurance data from Cliniko, process it, and push results to CRMs, databases, or communication platforms.
Manual insurance workflows involving Cliniko require constant context-switching, copy-pasting, and status tracking. Arahi AI eliminates this by handling insurance tasks in real-time as Cliniko events occur — running 24/7 with consistent accuracy.
Arahi AI uses Cliniko as a structured surface for the operational work behind fnol and claims triage that takes days when minutes matter. Instead of your insurance team coordinating manually, the agent listens for the right Cliniko events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
For insurance teams, the highest-leverage automations on top of Cliniko target underwriting stuck in manual document and bureau-data collation and the routine Cliniko-mediated work that surrounds it. An Arahi AI agent runs those flows continuously, captures the audit trail in Cliniko, and frees your team to focus on the cases that actually need human attention.
The Cliniko integration scales automatically with your insurance operations. Whether your insurance volume doubles from seasonal demand or business expansion, the AI handles the increased Cliniko workload without slowdowns or additional configuration.
insurance businesses automating through Cliniko typically save 10-20 hours per week on manual processing. The dashboard tracks tasks completed, time saved, and error reduction so you can quantify exactly what Cliniko automation delivers for your insurance operations.
The dashboard shows insurance-specific metrics for your Cliniko integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Cliniko-triggered insurance automations perform and optimize over time.
Arahi AI connects directly to Cliniko to automate workflows specific to insurance. Data flows in real-time between Cliniko and the AI agent, tasks trigger automatically based on insurance events, and your team saves hours of manual processing every week.
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