Nuxeo Meets AI: Agentic Insurance Case Registration

In high-pressure situations such as insurance emergencies, speed and accuracy are critical. Traditional insurance call centers often rely on multiple human agents to authenticate callers, retrieve policy information, register claims, and coordinate follow-up services. During peak times, this process can result in long wait times and delayed assistance—precisely when customers need help most. By combining AI-powered agents with the Nuxeo content services platform, insurance organizations can significantly streamline this process. This solution demonstrates how an AI agent can manage end-to-end insurance case registration efficiently, accurately, and without unnecessary delays.

The Challenge: Complex, Multi-Step Call Center Workflows

In a typical insurance call center scenario:

  • A customer calls a hotline to report an incident.
  • One agent handles caller authentication.
  • Another retrieves policy details.
  • A third registers the claim.
  • Additional agents may be required to arrange services such as vehicle towing or emergency assistance.

This fragmented workflow increases handling time, operational costs, and customer frustration — especially during emergencies when call volumes are high.


The Solution: AI-Driven Claim Registration with Nuxeo

This solution introduces an AI agent that acts as the first point of contact for insurance claim registration. The AI agent seamlessly integrates with Nuxeo, which serves as the system of record for policies, claims, and related documents.

Key capabilities include:

  • Automatic Caller Identification
    Using caller ID, the system can immediately initiate identification and lookup processes.
  • Metadata-Driven Document Management
    Every policy and claim document in Nuxeo is enriched with precise metadata. This metadata is used both for fast lookups and is automatically embedded into document content, ensuring consistency and traceability.
  • Policy Analysis and Claim Creation
    The AI agent analyzes policy terms stored in Nuxeo and determines eligibility, enabling it to accurately register a new claim without human intervention.
  • Multilingual Support
    The agent can switch languages dynamically, improving accessibility and customer experience across regions.
  • Automated Communication Tracking
    Once a claim is filed, notifications such as SMS confirmations are sent to the customer and automatically registered within the claim record in Nuxeo.

The Result: Faster Response, Better Experience

With no existing claims in the system, the AI agent successfully registers a new claim in real time. All related data — caller information, policy references, claim details, and customer communications — is centrally stored and managed in Nuxeo.

This approach delivers tangible benefits:

  • Reduced waiting times for customers
  • Lower operational load on call center staff
  • Consistent and auditable claim records
  • Improved responsiveness during emergencies
  • A scalable foundation for future automation, such as towing or service coordination
     

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Enabling Intelligent Insurance Operations

By leveraging AI agents in combination with Nuxeo’s robust content and metadata management capabilities, insurance providers can modernize their claims intake process. The result is a faster, more resilient, and customer-centric operation that is better equipped to handle peak demand and evolving expectations. Prime Force helps organizations design and implement these intelligent content-driven solutions — turning complex workflows into seamless digital experiences.