Pull the facts out of a dense insurance claim file for the adjuster: AI agent prompt

Have an agent read a messy claim file, surface the facts that matter, and suggest next steps so adjusters spend time deciding instead of hunting through PDFs. Five Sigma's Clive, built on Google's Gemini Enterprise Agent Platform, helps claims teams work up to 60% faster this way.

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

OperationsInsurance claims reviewintermediate

The prompt

You are assisting a claims adjuster. Claim type: [auto / home / commercial / other]. Policy summary: [coverages, limits, deductibles, key exclusions]. Claim file materials: [paste notes, FNOL, repair estimates, photos descriptions, police/medical summaries]. Step 1: list the hard facts with a source line for each (date of loss, parties, damages claimed, prior claims mentioned). Step 2: flag coverage questions and missing documents. Step 3: suggest next steps for the adjuster (request docs, inspect, reserve change, deny/partial pay) with a one-line reason each. Step 4: draft a short adjuster note they can paste into the claim system. Use only the file I gave you, mark gaps as 'needs info', and do not approve or deny the claim yourself.

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 Five Sigma Clive, Gemini, ChatGPT and review the answer before you use it.

Works with: Five Sigma Clive, Gemini, ChatGPT, Claude

Real-world example: cloud.google.com/transform/10-companies-making-ai-work-across-industri

Before you use it: what to check

Already built into this prompt

Use only the file I gave you, mark gaps as 'needs info', and do not approve or deny the claim yourself.

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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<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">Pull the facts out of a dense insurance claim file for the adjuster</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Have an agent read a messy claim file, surface the facts that matter, and suggest next steps so adjusters spend time deciding instead of hunting through PDFs. Five Sigma&#x27;s Clive, built on Google&#x27;s Gemini Enterprise Agent Platform, helps claims teams work up to 60% faster this way.</p><a href="https://agentic-library.netlify.app/prompt/al-191-pull-the-facts-out-of-a-dense-insurance-claim-file-for-the-a/?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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