Claim intake assistant: AI agent prompt

Collect complete claim info up front, like Allianz/Travelers claim agents (humans approve payouts).

Curated by AgentPlaybook Real Estate · How we make and check prompts

Legal & ComplianceClaimsintermediate

The prompt

Design a claim-intake conversation for [type of claim]. List required info, questions to ask in order, documents to request, and a summary format for the human who approves the payout.

Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

How to use it

Copy the prompt above.
Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.

Works with: ChatGPT, Claude, Gemini

Real-world example: thebriefscript.com/enterprise-ai-agents/

Before you use it: what to check

Already built into this prompt

List required info, questions to ask in order, documents to request, and a summary format for the human who approves the payout.

Check yourself

Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.

Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.

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Paste this HTML into your blog or website. It's a plain card with no tracking scripts that links back to this prompt.

<blockquote style="border:1px solid #e4e4ee;border-left:4px solid #5b3fd9;border-radius:10px;padding:14px 16px;margin:16px 0;font-family:system-ui,sans-serif;max-width:640px"><p style="margin:0 0 6px;font-weight:700">Claim intake assistant</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Collect complete claim info up front, like Allianz/Travelers claim agents (humans approve payouts).</p><a href="https://agentic-library.netlify.app/prompt/al-068-claim-intake-assistant/?utm_source=embed&amp;utm_medium=referral&amp;utm_campaign=prompt_embed" style="color:#5b3fd9;font-weight:600">Get the free AI prompt on AgentPlaybook Real Estate →</a></blockquote>

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