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Report a claim to the insurer · Customer service · Inquiries & bookings

Get complete claim reports from your policyholders

Policyholders show the damage in photos, upload invoices and say briefly what happened. The AI records what happened and the amounts, the person confirms, and the wizard checks the claim is complete and reports it.

  • Duration: ≈ 7 min
  • Cost: low cost
  • Text
  • Document (PDF, Word)
Example
Claim report
Water damage3 Oct, Herrengasse 16, Graz
Laminate floor, living roomEstimate
DryingInvoice
Pre-checkComplete, 6 photos
Free · in the cloud, or on your computer with Claude, ChatGPT, Gemini, Cursor, Ollama

From the first prompt to the workflow

The first prompt

Our customers should be able to report claims themselves. Ask for kind, date and place, have them upload photos, invoices and estimates and tell us what happened. Record the account and the items with amounts from that, let them confirm and sign, check that everything is there (a police report for theft, receipts over €500), let them add what is missing and report the claim.

This is how you describe the task, once. engenty builds the workflow from it. With the template it is already there, and you adjust it by chatting.

Duration
≈ 7 minfrom start to result, with 17 inputs from you
Cost
low cost
Needs
  • Writes text
  • Reads documents & photos
  • Understands voice notes
The workflow
Report a claim to the insurer
What happened?
What can you show us?
Who is reporting the claim?
Record the loss
Is this right?
Complete and plausible?
Something is still missing
Add what is missing
Check again
Claim report
Ready to report?
Report
Claim reported

What you get

  • ConfirmationTXT
  • Claim reportPDF

What the wizard replaces

  • Today
    The claim form with twenty required fields
    With the wizard
    Photos, a voice note and invoices from the phone – the AI fills in the account and amounts, the person only confirms.
  • Today
    The query back because the police report is missing
    With the wizard
    The wizard checks what this kind of loss needs before reporting it, and asks for it right away.
  • Today
    Reporting a claim by phone
    With the wizard
    Every claim arrives as one row in the claims department’s list, with account, amounts and the check’s result.

What it is made for

  • Home and contents insurance
  • Travel insurance: luggage and cancellations
  • Insurance brokers reporting claims for their clients
  • Property managers passing building damage to the insurer

Customer serviceInquiries & bookingsProfessional servicesReal estate

What engenty wizards is

Describe a task that keeps coming back, once, in a sentence. engenty builds a wizard from it: an AI workflow that asks one question per page and does the work in between, from a quote as a PDF to an edited video ad.

Works with the AI you already pay for

On your computer engenty runs on the AI you already pay for: Claude, ChatGPT, Gemini, Cursor or a local model through Ollama. In the cloud it runs on your credits.

Runs in the cloud, or on your computer

Sign in and build in the browser. Or install it with one command on macOS or Linux, signed in to the same account; your files stay with you.

Share it, or put it on your website

Send a wizard as a link, or show it on your website with one line. Customers, colleagues or visitors fill it in; you get the finished result.

Instead of an AI skill or a saved prompt

A skill or a prompt leaves the asking to whoever sits in front of the chat. A wizard asks every time in the same order, checks the answers and hands over finished files: PDF, Word, Excel, images, video.

Replaces

  • Custom GPTs and prompt collections
  • Copying back and forth between ChatGPT and Word
  • Intake forms like Typeform or Google Forms
  • Templates you copy and rewrite by hand

How to get it

Report a claim to the insurer

engenty wizards runs in the cloud, or on your computer with the AI you already pay for. Sign in, and the template opens in your studio, ready to adjust and share.

Free · in the cloud, or on your computer with Claude, ChatGPT, Gemini, Cursor, Ollama

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