Intelezen's automation suite plugs into the systems and workflows you already run — policy admin, claims management, CRM, pricing engines — and layers AI agents over the existing process. Every step can run as Manual, AI-Assisted, or Automated — controlled by your business through the Control Centre.
The Control Centre is the operating layer behind every Intelezen automation service. It gives business owners — not just IT — a live view of each process and the ability to tune automation in real time.
| Process step | Automation level | Toggle |
|---|---|---|
| Document intake & data extraction | Automated | |
| Claim categorisation & triage | Automated | |
| Policy & coverage verification | AI-Assisted | |
| Fraud signal checks | AI-Assisted | |
| High-value claim decisioning | Manual | — |
Illustrative example — toggles above are interactive for demonstration purposes only.
Each service follows the same path: start with low-risk steps, prove accuracy with AI-assisted review, then switch on automation for defined cases.
Automate the claims lifecycle end-to-end — intake, triage, validation, decisioning and closure — while your existing claims management system remains the system of record.
Document the current claims process and identify repetitive, rules-based, high-volume steps.
Begin with document intake, categorisation, completeness checks and triage/routing.
AI recommends; assessors approve, adjust or reject — building a track record.
Once thresholds are met, the step runs automatically for defined claim types.
Extend automation to higher-value or more complex claim types over time.
| Claims process step | Automation level | Toggle |
|---|---|---|
| Document intake & extraction | Automated | |
| Claim categorisation & triage | Automated | |
| Duplicate / fraud-signal checks | AI-Assisted | |
| Claimant status updates | Automated | |
| Decisioning above $2,000 | Manual | — |
AI agents triage, categorise, draft and — where appropriate — resolve complaints across every channel, while your team controls exactly which complaint types are eligible for automated resolution.
Complaints from chat, email, voice and web are logged and categorised against your existing register.
AI prepares acknowledgements, updates and initial responses for your team to review and send.
Your team identifies low-risk, high-volume, well-precedented complaint types.
For those categories only, AI can draft, send and close the case — fully auditable.
Track accuracy and escalation rates to decide which categories are ready next.
| Complaints process step | Automation level | Toggle |
|---|---|---|
| Intake categorisation & SLA start | Automated | |
| Acknowledgement drafting & sending | Automated | |
| Routing to specialist team | AI-Assisted | |
| Auto-resolution: duplicate submissions | Automated | |
| Auto-resolution: billing disputes | Manual | — |
Give customers and brokers real-time quotes through chat or voice, powered by your existing pricing engine and underwriting rules — with automation levels set by product, segment and risk band.
AI agents call your existing pricing engine and rules rather than calculating prices independently.
Customers or brokers provide inputs via chat or voice; AI structures this for your pricing system.
AI generates the quote and presents it to staff for a quick review/send.
Your team sets which products, segments and value ranges are eligible for instant quoting.
In-scope segments get instant quotes; everything else routes to a specialist. Expand over time.
| Pricing process step | Automation level | Toggle |
|---|---|---|
| Conversational data capture | Automated | |
| Standard personal lines quote | Automated | |
| Renewal quote generation | Automated | |
| Commercial / complex product quote | AI-Assisted | |
| Quotes above defined value limit | Manual | — |
We'll help you identify the right starting point across claims, complaints or pricing — and show you the Control Centre in action.
Book a Demo