これらのアプリケーションが担う業務
- 請求を振り分け
事故の初期報告を仕分けて重大度を判定し、保険金請求の記録を要約にまとめます。
- 保険契約を説明
約款の文言をわかりやすい言葉で書き直し、お客様のニーズに対して補償の不足がないかを確認します。
- 更新を準備
損害実績から示唆を読み取り、お客様への更新案内を起案します。
この業種のアプリケーション
FNOL Triage Router
Turns a first-notice-of-loss call into a routed claim ticket with line of business, peril, team and urgency.
Claim File Digest
Condenses messy adjuster file notes into a dated event recap, a current position and the next actions.
Plain Policy Rewrite
Rewrites a policy clause into plain language a policyholder can actually understand, keeping every condition intact.
Loss Run Insights
Reads a pasted loss run and returns claim totals, the largest losses, the dominant cause and underwriting comments.
Coverage Gap Scan
Compares a client's current coverages against what their business actually does and lists the likely gaps.
Renewal Outreach Draft
Writes a short renewal email inviting the client to review the account before the expiry date.
Claim Severity Grade
Grades an incoming claim from one to five for severity and tells the adjuster what to do first.
Subrogation Screen
Says whether a paid claim is worth pursuing against a third party and what evidence is still missing.
Denial Notice Draft
Drafts a respectful claim declinature letter that applies the quoted policy wording to the claim facts.
Submission Field Capture
Pulls the structured submission fields out of a broker's new-business email so the file can be keyed in.
Endorsement Request Parser
Reads a client's mid-term change request and outputs the endorsement fields plus what still needs confirming.
Fraud Indicator Sweep
Flags recognised fraud indicators in a claim narrative and recommends whether to refer it to investigators.
Injury Report Simplifier
Turns a clinical injury narrative into a plain-language brief a non-medical bodily injury adjuster can act on.
Quote Comparison Brief
Compares competing insurer quotes on premium, limits, deductibles and exclusions and explains the trade-off.
Complaint Response Draft
Drafts a point-by-point complaint reply stating whether each grievance is upheld and what happens next.
Certificate Wording Check
Says whether a requested certificate of insurance wording can be issued against the coverages actually held.
Policy Notice Translator
Translates a policyholder notice into another language while preserving every deadline, limit and legal term.
Objection Practice Partner
Role-plays a prospect raising a chosen objection, then coaches the agent through three ways to answer it.
Underwriting Risk Grade
Grades a submitted risk from one to five and names the information needed before a quote can be released.
Claims Call Opener
Gives the claims handler a ready call opening, an empathy line and the first three questions to ask.
Repair Estimate Review
Reviews a contractor's repair estimate line by line against the damage described and flags the questionable items.
Total Loss Decision
Says whether a damaged vehicle or property should be repaired or written off, and what still needs checking.
Recorded Statement Script
Builds an ordered question script for taking a recorded statement about a specific loss.
Settlement Breakdown Note
Writes a customer-facing note explaining exactly how a claim payment figure was reached.
Demand Letter Digest
Condenses a claimant lawyer's demand package into the allegations, the amounts claimed and the deadline given.
Claim Evidence Checklist
Lists the documents and proofs still needed to progress a claim, and who has to supply each one.
File Quality Audit
Scores a closed claim file against handling standards and names what the handler should have done differently.
Adjuster Instruction Brief
Drafts the letter appointing a loss adjuster or expert, with the scope and the questions their report must answer.
COPE Property Profile
Extracts construction, occupancy, protection and exposure facts from a property description into a structured profile.
Appetite Match Check
Says whether a submitted risk fits the underwriting appetite you paste in, and exactly where it falls outside.
Submission Decline Note
Writes a courteous note declining a broker's submission and saying what would make it acceptable.
Referral Authority Memo
Turns a risk that exceeds your authority into a referral memo asking a senior underwriter for a decision.
Survey Recommendation List
Turns risk survey findings into prioritised recommendations with an owner and a suggested condition of cover.
Location Schedule Parser
Turns a messy pasted schedule of values into clean per-location rows plus the totals those rows contain.
Treaty Slip Summary
Summarises a reinsurance slip or treaty extract into the terms a cedant needs at a glance.
Life Disclosure Review
Reads an applicant's health and lifestyle disclosures and lists the follow-up questions and evidence to request.
Benefits Plan Explainer
Explains an employee benefits option in plain language so staff see what it covers and what it costs them.
Illustration Plain Summary
Explains what a life or annuity illustration actually shows, in plain language and without any advice.
Conduct Call Review
Scores a sales or servicing call transcript against conduct expectations and flags every line needing coaching.
Ad Wording Compliance
Scans insurance marketing copy for unsupported promises, missing caveats and wording a regulator would challenge.
Vulnerability Signal Check
Flags signs of customer vulnerability in a call note and says how the handler should adjust their approach.
Policy Summary Sheet
Turns a full policy schedule into a one-page client summary of cover, limits, excesses and key conditions.
Market Submission Letter
Writes the cover letter that presents a risk to underwriters alongside the submission pack.
Coverage Position Note
Applies the policy wording you paste to a described incident and returns an indicative coverage position.
Insurance Jargon Decoder
Explains every piece of insurance jargon in a pasted document in plain terms for the person reading it.
Wording Change Compare
Compares two versions of a policy wording and lists every material difference and who it favours.
Police Report Extract
Turns an accident or police report into a structured statement of the facts of loss for the claim file.
Medical Bill Review
Reads an itemised medical bill from an injury claim and returns a line-by-line summary with totals, dates of service and items to query.
Exclusion Clause Finder
Lists every exclusion, condition precedent and inner limit in a policy wording, with the clause reference for each.
Proof Of Loss Check
Checks a submitted proof of loss for the elements it must carry and returns accept, return to insured, or query.
Bordereau Data Check
Scores a delegated authority bordereau for data quality and lists the rows and columns that will fail the carrier's ingestion.
Certificate Expiry Sweep
Turns a spreadsheet of contractor or tenant insurance certificates into a dated list of what has lapsed and what expires next.
Claims Register Triage
Sorts an open claims export into a ranked worklist showing which files need attention first and why.
Contract Insurance Requirements
Pulls the insurance obligations out of a lease or supplier contract so the broker can test the client's cover against them.
Deposition Transcript Digest
Condenses a deposition or recorded statement transcript into the admissions, contradictions and dates that matter to the file.
Damage Photo Note
Turns a phone photo of damaged property or a vehicle into a factual damage note for the claim file.
Roof Condition Snapshot
Grades the visible condition of a roof or building exterior from a survey photo and flags what the underwriter should ask about.
VIN Plate Capture
Reads the vehicle identifiers off a photo of a VIN plate or registration document and returns them as clean fields.
Contents Loss Itemizer
Turns a photographed receipt or invoice into an itemised contents claim schedule ready to price.
Housekeeping Hazard Scan
Reviews a photo of a workshop, stockroom or warehouse floor and lists the housekeeping hazards a risk survey would record.
アプリケーションの仕組み
- 業務を選ぶ
各アプリケーションは、その業種の業務を 1 つ担い、1 文で説明されています。
- フィールドに入力
アプリケーションが求めるフィールドに、メモ、メッセージ、文書の抜粋を貼り付けます。
- 回答を活用
コピー、送信、保存できる構造化された結果を読むか、Ultineo AI の API から取得します。
これらのアプリケーションに関するご質問
はい。各プランには、カスタマイズできるアプリケーションが一定数含まれており、フィールドや指示を自社のやり方に合わせられます。
フィールドで求められる内容だけです。たとえばメモ、メッセージ、文書の抜粋などです。業務に必要な範囲を超えて個人データを共有しないでください。
はい。Ultineo AI の API は、プロジェクトで利用できるすべてのアプリケーションを起動し、実行が完了すると回答を返します。