Build the policy document pack for every new insurance claim automatically, so adjusters start with everything in one file: AI agent prompt
When a new loss is reported, someone has to look up the policy, pull the declarations page and every endorsement that applied on the date of loss, and bundle them for the adjuster, which takes about 15 minutes per claim and invites mistakes. An AI agent can read the loss report, find the policy number and date, gather the right documents, put them into one ordered PDF and tell the team when it's done or what's missing. Bevaya's case study says a US property and casualty insurer handling 200,000+ new loss reports a year cut this first-notice-of-loss step from 15 minutes to under 4, reaching a 99.9% no-touch rate and saving 36,000+ hours a year.
OperationsClaim intake document packagingadvancedThe prompt
You prepare the document pack for a new insurance claim. The loss report: [paste]. The policy file: [paste or list documents with their effective dates: declarations pages, endorsements, forms]. 1) Pull out the policy number, insured name, date of loss, type of loss and policy type (homeowners, renters, landlord, condo). 2) Pick the declarations page that was in force on the date of loss and every endorsement and form effective on that date. Show the effective date next to each one. 3) Give the pack's table of contents in order: claim summary, declarations page, endorsements, forms. 4) List anything missing or unclear (e.g. no declarations page for that date, policy number doesn't match) under 'NEEDS A PERSON'. 5) Write a 2-line note to the claims team saying the pack is ready or what's blocking it. Use only the documents I gave you and don't decide coverage.
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 Bevaya, ChatGPT, Claude and review the answer before you use it.
Works with: Bevaya, ChatGPT, Claude, Grok Bot, Microsoft Copilot, Adobe Acrobat, Make, Zapier
Real-world example: bevaya.ai/case-studies/automating-property-fnol-processing-with-bevaya
Featured in: AI agent prompts for Zapier, Make and n8n automations · AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Use only the documents I gave you and don't decide coverage.
- no declarations page for that date, policy number doesn't match) under 'NEEDS A PERSON'.
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.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
32 copy-paste agent prompts (PDF) plus 5 new prompts every week.
Get it free