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)
From the first prompt to the workflow
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
What you get
- ConfirmationTXT
- Claim reportPDF
What the wizard replaces
- TodayThe claim form with twenty required fieldsWith the wizardPhotos, a voice note and invoices from the phone – the AI fills in the account and amounts, the person only confirms.
- TodayThe query back because the police report is missingWith the wizardThe wizard checks what this kind of loss needs before reporting it, and asks for it right away.
- TodayReporting a claim by phoneWith the wizardEvery 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