Insurance AI Assistant

Insurance companies and brokers providing policy information and claims support.

4
Categories
11
Content Items
7
Essential

Complete Content Checklist

Everything your Insurance AI assistant needs to know

Insurance Policies

Policy types and coverage information

Policy Types Essential

Overview of available insurance products

Supported file types:
PDF
Example documents:
  • Product catalog
  • Insurance types
Auto-detected keywords:
póliza seguro hogar auto vida salud responsabilidad
Coverage Details Essential

What each policy covers and excludes

Supported file types:
PDF
Example documents:
  • Coverage guide
  • Policy details
Auto-detected keywords:
cobertura protección límite franquicia exclusión
Pricing & Premiums Recommended

Premium information and pricing factors

Supported file types:
PDF XLSX
Example documents:
  • Rate tables
  • Premium calculator
Auto-detected keywords:
prima precio cuota pago tarifa descuento

Claims Process

How to file and track claims

Claims Procedure Essential

Step-by-step claims process

Supported file types:
PDF
Example documents:
  • Claims guide
  • Step-by-step process
Auto-detected keywords:
siniestro reclamación parte denuncia perito
Claims Forms Essential

Required forms for different claim types

Supported file types:
PDF
Example documents:
  • Accident report form
  • Claim form
Auto-detected keywords:
formulario parte amistoso declaración documento
Claims Timeline Recommended

Expected timelines for claim resolution

Supported file types:
PDF
Example documents:
  • Timeline guide
  • Resolution times
Auto-detected keywords:
plazo tiempo resolución indemnización liquidación

Policy Management

Managing and modifying policies

Policy Modifications Essential

How to change coverage, add drivers, etc.

Supported file types:
PDF
Example documents:
  • Change request guide
  • Modification process
Auto-detected keywords:
modificación cambio suplemento ampliación reducción
Renewals Essential

Policy renewal process and deadlines

Supported file types:
PDF
Example documents:
  • Renewal guide
  • Important dates
Auto-detected keywords:
renovación vencimiento anualidad prórroga
Cancellation Policy Recommended

How to cancel and what to expect

Supported file types:
PDF
Example documents:
  • Cancellation process
  • Refund policy
Auto-detected keywords:
cancelación baja rescisión devolución

Support & Contact

How to get help and contact information

Emergency Contacts Essential

24/7 emergency assistance numbers

Supported file types:
PDF
Example documents:
  • Emergency numbers
  • Roadside assistance
Auto-detected keywords:
emergencia asistencia 24 horas urgencia teléfono
FAQ Recommended

Common questions and answers

Supported file types:
PDF
Example documents:
  • Insurance FAQ
  • Common questions
Auto-detected keywords:
pregunta respuesta duda consulta

Ready to Get Started?

Create your free account and configure your AI assistant with this template in minutes.

Start Free Trial

No credit card required

Priority Legend

Essential
Required for basic functionality
Recommended
Strongly suggested for best results
Optional
Nice to have for enhanced experience

Build Your Insurance AI Today

Join organizations already using Wingman to automate support and deliver instant answers to their users.