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Insurance

A vertical with high AI investment and little perceived impact so far, with room for automation and improvement in claims, underwriting, and operations.

77%of insurers say AI use has not yet had a significant impact (the sector invests R$ 2.6bn in 2026)Sindseg
62%of pilots reach production in insurance — the sector that converts most; the success pattern is clear business owners, defined outcomes, and prior agreements on what “production ready” meansEXL, via Carrier Management

Processes fit for AI agents

  • Claim triage and classification
  • Underwriting and risk analysis
  • Operations and request handling
  • Customer service and document reissue

Examples of units of work

  • Claim triaged and classified
  • Document checked

Recommended Skill Pack

Claim triage and document analysis

  1. First notice of loss received

  2. Triage and classify

  3. Check the documents

  4. Beyond the agent's authority: the claims adjuster decides

    An identified person decides

    SUSEP · LGPD, art. 20

  5. Claim triaged and classified

    Billable unit

Evidence

A reference flow, not your company's process.

When the other side has an agent

When a broker or a policyholder requests a quote or files a claim through an agent, the insurer's agent offers what underwriting authorizes, and nothing beyond it.

Compliance

Compliance standard examples

SUSEP (Brazil's insurance regulator)
Supervises conduct and claims handling; an automated decision needs a trail and a review path.
LGPD, art. 20 (Brazil's data protection law)
The data subject's right to review a decision made solely by automated processing.

Our read

This is the sector that best shows the effectiveness of AI agents: it transforms pilots into production more than any other, and the projects that advance tend to reflect management decisions as much as technological progress.

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