Progress Report Generator Agent
Deliver automated, accurate, and timely claims status reports
Description
Challenge:
Customers and internal teams often lack visibility into the real-time progress of claims, policy servicing, or underwriting cases. Manual reporting is time-consuming, inconsistent, and prone to errors, creating delays, customer anxiety, increased inbound queries, and compliance risks when mandated disclosures are missed.
How It Works:
The Progress Report Generator Agent consolidates data from claims systems, policy servicing platforms, underwriting workbenches, and CRM. It captures milestones, pending requirements, SLA timelines, and responsible parties, then formats them into structured progress reports. Reports are tailored for the recipient—customer-facing updates in plain, simple language, and internal reports with detailed logs and SLA metrics. Reports are automatically delivered via email, SMS, portals, or CRM, while ensuring audit logging for regulatory compliance.
Benefits:
Cuts manual report creation effort by 90–95%
Reduces inbound status inquiries by 60–70%
Detects SLA breaches in 100% of monitored cases
Generates reports in under 30 seconds instead of hours
Improves transparency, compliance, and operational visibility across all stakeholders
Features
This agent ensures every claim, servicing, or underwriting case update is timely, accurate, and tailored for both customers and internal stakeholders.
Features & Capabilities:
Data Capture: Collects progress updates from claims, servicing, underwriting, and CRM systems
Multi-System Consolidation: Merges completed steps, pending actions, SLA status, and responsible parties
Recipient-Based Formatting: Customer-friendly vs. internal-detailed report templates
Automated Delivery: Sends reports via email, SMS, portal, or CRM updates
Escalation Triggers: Flags SLA breaches or delays and notifies supervisors
Compliance Updates: Inserts mandated disclosures in regulatory jurisdictions
Operating Blueprint
Knowledge Sources:
Claims Management System (claim milestones', approvals, pending docs)
Policy servicing Records (endorsements, renewals, progression logs)
underwriting Workbench (case notes, pending actions, document needs)
CRM Repository (customer contact details, preferences, communication history)
SLA/Compliance Database (response times, disclosure rules)
Business Rules:
Update Frequency Rule: Reports generated at milestones (FNOL, settlement) or on scheduled intervals
Recipient Formatting Rule: Customers receive simplified reports; internal teams receive detailed SLA logs
Escalation Rule: SLA breaches flagged as “Delayed” with supervisor notifications
Completeness Rule: Reports not finalized if mandatory data is missing; flagged for review
Compliance Disclosure Rule: Mandatory updates (delays, rejections, dispute rights) automatically included
Delivery Rule: Reports sent via preferred channel from CRM; fallback to default email if none set
Tool Workflow:
Identify case trigger (new claim, servicing update, underwriting milestone)
Retrieve milestone, document, SLA, and responsibility data from connected systems
Consolidate into a structured view (completed vs pending steps)
Format report using templates (customer vs internal)
Deliver report via configured channel (email, SMS, portal, CRM)
Store timestamped copy in audit logs for compliance
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