Track the request all the way to completion.
A loss run request may depend on a signed authorization, several carriers and multiple policy years. A sent message is not a completed request.
We model the required records and keep each communication connected to the original request. The system can distinguish received items, missing items and exceptions needing a person.
Let the agent coordinate the repeat work.
The real project in our case study coordinates client signature requests, carrier follow-up, incoming email and attachment handling, and CRM updates. AI handles email and document context; rules govern authorization and state changes.
Your implementation needs its own carrier access, approved communication rules and completion conditions. We test representative requests before expanding the rollout.
Read the carrier-request case studyReturn the exception with its context.
A missing year, unavailable record or ambiguous response should arrive with the original request, communications and actions already taken. That makes review useful rather than another investigation.
Measure completion within a fixed request window, with consistent inclusion rules. Track outstanding and unavailable records separately so changing labels cannot inflate the result.