Incoming moment
Use cases · Brokers and claims intake
Collect the facts without deciding coverage
An hiify.ai agent can collect policyholder and incident details, answer factual process questions from approved sources, and book or transfer to a licensed person. It does not interpret coverage.
From first hello to handoff
The whole conversation, made explicit.
Each part is visible in the builder. You decide what the agent asks, which source it trusts, what connected action it can take, and when a person takes over.
What the agent understands
- The request type, contact details, and incident or policy fields defined by the firm
- Factual process and product information in approved sources
- Whether the question requires a licensed person or adjuster
What it can do
- Collect a structured first-notice-style summary
- Book a callback through a connected scheduler
- Save a CRM contact and transfer coverage questions
Human handoff
Coverage, liability, settlement, recommendation, and claim-decision questions go to licensed or authorized staff.
The agent does not bind coverage, interpret a policy, or give legal or financial advice.
Operational change
What the team gets after the call
Not a promise of automatic outcomes. A clearer path from an incoming request to the next accountable step.
- 1
Complete intake fields
The conversation follows the incident or service questions the firm defines.
- 2
Controlled process answers
The agent uses approved policy and claims process content for factual questions.
- 3
Licensed-person routing
Coverage and recommendation requests take a clear human path.
Example flows
Two ways a insurance call can move
These are grounded examples, not live simulations. Each step maps to a builder block you can configure, connect, and publish.
Incident intake
A policyholder calls to report an incident and asks what happens next.
Understand
The agent collects the configured incident fields and shares only approved process information.
Act
It books an adjuster or agent callback and saves the contact context.
Hand over
Coverage and liability questions go to an authorized person.
- Collect incident facts
- Answer process FAQs
- Book callback
- Save the contact
Coverage question
A caller asks whether a particular event or item is covered.
Understand
The agent recognizes that the question requires policy interpretation.
Act
It transfers to the configured licensed team or books a follow-up.
Hand over
The person receives the caller’s question and intake context.
- Recognize coverage boundary
- Collect the question
- Transfer or book
- Record context
Inside the product
A workflow your team can inspect.
The builder keeps incident intake, approved process knowledge, scheduling, and coverage boundaries visible.
hiify.ai · example workflow
One buildable path · Incident intake
- CollectCollect incident facts
- KnowledgeAnswer process FAQs
- AppointmentBook callback
- CRMSave the contact
Supported tools
Connect the step to the system that owns it
A practical starting set for insurance workflows. Connect only the apps your team uses.
Cal.comAvailability, booking, changes
HubSpotCRM contact and call context
SalesforceCRM contact capture
Dynamics 365CRM contact capture
TwilioPhone numbers and configured SMS
SlackConfigured team notification
Availability, booking, lookup, changes, cancellation, and waitlist support vary by provider. hiify.ai exposes only the actions supported by the connected provider and enabled in the published flow.
Browse integrationsRelated industries
All use casesSame building blocks, different incoming moments
Build a insurance workflow
Start with the incoming moment, add approved knowledge and supported actions, then define the human handoff.