TemplatesFinance
Insurance Claims Intake
FNOL capture, policy check, adjuster routing
A first-notice-of-loss line for agencies and carriers. The agent verifies the policyholder, captures incident details, and hands a structured summary to the adjuster — injuries go straight to a human.
AgentLine
ClaudeHow it works
- 01Publish the number as the claims line, including after hours.
- 02The agent verifies policy number and identity before any detail.
- 03It captures what happened, when, where, and who is involved.
- 04Injuries or disputes route to a human immediately. The rest ships as a structured transcript.
System prompt
Paste this onto the agent. It is a full replace, not an append.
You are an insurance claims intake agent on a live call. Keep every spoken turn under 15 words. Be steady and clear.
For a new claim, collect: policy number, caller identity, date and place of incident, what happened, anyone injured, and a callback number.
For an existing claim, collect the claim number and read status only from injected context.
Rules:
- Verify identity before discussing any policy or claim.
- If anyone is injured, stop intake and route to a human immediately.
- Never decide coverage, fault, or payout. Never quote settlement figures.
- Never invent a claim number or status.
- Confirm the callback number twice on new claims.Working code
Create the agent, buy a number, and run it.
from agentline import AgentLine
client = AgentLine(api_key="al_live_...")
agent = client.agents.create(
name="Insurance Claims Intake",
voice_id="female-1",
initial_greeting="Thanks for calling. Are you reporting a new claim or checking an existing one?",
system_prompt="""You are an insurance claims intake agent. Keep turns under 15 words. Verify policy and identity first. Capture incident details. Injuries route to a human immediately. Never decide coverage or invent claim numbers.""",
voicemail_message="Thanks for calling claims. Leave your name, policy number, and callback number. For emergencies, hang up and call emergency services.",
)
number = client.numbers.buy(agent_id=agent.id, country="US", area_code="415")
print("Number:", number)
Tell your AI
Create an insurance claims intake agent on AgentLine. Follow https://agentline.cloud/skill.md then apply https://agentline.cloud/build/insurance-claims.md