This article will show the steps to create a new case and new policies with Advocate's Agentic functionality.
What you'll need:
Policy documents filled out with as much policy information as possible.
Any relevant Asset documents.
Step 1: Upload Documents and Answer Basic Case Questions
From your Advocate Home Page click "+ Add Case".
Drag and drop the case documents into the designated box. Or click on the box to upload the documents from your computer.
The documents will appear below the box along with two new fields "Case Type" and "Risk Profile"
From the "Case Type" dropdown select one of the case types:
New Case – this is for Cases with brand new insurance policies.
Renewal Case – this is for Cases with existing insurance policies that are renewing now or in the future.
Select the "Risk Profile" that applies to this Case.
Note: Your organization will be pre-set with certain risk profiles, and you will only be able to choose from the profile available.
Select the "Asset Type".
Click "Apply".
Click "Create Case with AI" .
Step 2: Confirm Asset Types
If the Ai Agent cannot confirm the asset type previously selected, it will prompt you to confirm. Once confirmed click "Save".
Step 3: Check Case Information
Click the "Overview" Tab to check for any missing Case information
If the Insurance Contact does not already exist in the Advocate system, a new insurance contact will need to be created.
Add Insurance Contacts by clicking the "+" next to the "Insurance Contacts" section of the Overview page.
Click "+ New Contact"
Select the contact Type and enter the name and email address of the new contact.
Click "Create Contact"
Update the case Details by selecting the pencil icon to the right.
Edit any missing Case details. All required fields are marked with a red asterisk.
Click "Save Changes"
Step 4: Confirm the Policy Data is Correct
Click the "Policies" Tab.
Select a policy by clicking the insurance product name.
The Ai Agent will have extracted as much policy information as possible from the uploaded documents.
Start by checking the policy settings.
It's most important to check the fields with the red asterisks.
Click "Save".
Next check the "Compliance Checklist" and fill in any missing information.
Click "Save".
Repeat these checks for each policy created.
The Case and Policies are now ready.