The tasks · Insurance Claims and Policy Processing ClerksSOC 43-9041.00
Prepare, review, and process claim forms and policy documentsWhat can do this →
88% · agentMostly automatable
Calculate claim amounts, premiums, refunds, and commissionsWhat can do this →
87% · agentMostly automatable
Enter, verify, and maintain insurance and claims data in systemsWhat can do this →
86% · agentMostly automatable
85% · agentMostly automatable
Correspond with insured parties and agents on status, missing information, and changesWhat can do this →
83% · agentMostly automatable
Provide customer service, explain procedures, and handle phone inquiriesWhat can do this →
62% · agentPartly automatable
The team6 agents · 6 need no setup
Claims Documentation Agent
Microsoft Word · Microsoft Excel · Claim processing system software
● No integration needed
Financial Calculation Agent
Microsoft Excel · Insurance rating software · Sheets
● No integration needed
Data Entry & Verification Agent
Database software · Microsoft Access · Claim processing system software
● No integration needed
Policy Review Agent
Microsoft Excel · Policy issuance system software · Database software
● No integration needed
Correspondence Agent
Microsoft Outlook · Email · Microsoft Word
● No integration needed
Customer Service Agent
Chat · Email · Microsoft Outlook
● No integration needed
You keep this
Approve claims for payment and authorize disbursementsMake final coverage determinations on complex or disputed claimsOwn accountability for policy reinstatement and cancellation decisionsHandle escalated customer disputes requiring judgment and relationship management
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
