Settle every claim & keep every policy
HappyRobot settles claims faster, resolves policyholder requests on the first call, and recovers premium before policies lapse.
From quote to claim to renewal
A few high-impact starting points
Settle claims faster
Settle claims faster
Handle every claim form the first call
Capture loss details, verify coverage, and dispatch the right provider in one call.
Schedule assessment and repair visits
Book the loss assessor, contractor, or repair specialist and confirm every slot on the same call.
Keep every policyholder posted at every step
Confirm documents received, push milestone updates, and keep the customer informed throughout.
Collect every liable penny
Reach the liable insurer, follow up on the file, and close the recovery on time.
Resolve requests without the queue
Resolve requests without the queue
Answer coverage & billing questions
Verify coverage inquiries by reviewing the policy in real time. Explain invoices, change payment methods, and confirm the next charge.
Process policy changes
Update drivers, addresses, and payment methods - pushed into the system live.
Deliver every document before the call ends
Send certificates, ID cards, and policy schedules through chat.
Route vulnerable customers to the right agent
Flag the signals, pause the standard script, and escalate, with every interaction logged for Consumer Duty.
Every policyholder hangs up with a plan
Claims coordination breaks down when multiple parties work in isolation: the emergency contractor, the loss assessor, the repair company, and the policyholder who ends up chasing all of them. Every step that waits adds days to the claim, calls to the claims line, and a reason not to renew.
Our orchestration layer connects every party on one thread. The agent verifies cover, dispatches the emergency contractor, schedules the assessor, and confirms the full timeline with the customer - all in one conversation. The policyholder hangs up with a plan. Not a reference number. A plan.
Renew the book & recover the premium
Renew the book & recover the premium
Renew policies at scale
Call ahead of expiry, walk through the terms, and confirm the next period.
Keep the policy active
Reach the policyholder after a failed charge, take a new method, and confirm continuity.
Recover failed payments
Follow up on every missed payment, identify the reason, and recover the payment or escalate to a plan.
Set up and monitor payment plans
Present eligible repayment options, capture agreements, monitor adherence, and chase missed installments.
Designed for enterprise
Observable
Define and measure success with enterprise-grade observability and version control.
Explainable
Not a black box – AI auditor ensures tasks are completed as intended & proposes improvements.
Secure
No data sharing. SOC 2 and GDPR compliant with safe staging environments and robust guardrails.
Scalable
Guaranteed uptime with smart fallbacks, seamless scaling, and model-agnostic technology.
Where do you want to start?
We build custom workflows to match your use cases and operational requirements.