Insurance Claims and Policy Processing Clerks
Of the 15 tasks studied for Insurance Claims and Policy Processing Clerks, 8 (53%) are in the Automation Green Light zone, AI can largely do them and workers want it. Across all tasks, workers want about 53% automated. The typical task scores 2.84/5 for worker desire and 3.49/5 for AI capability.
All 15 tasks, most-wanted first
Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
Green Lightwant 3.5 · AI 4Compose business correspondence for supervisors, managers, and professionals.
Green Lightwant 3.33 · AI 3.5Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
Green Lightwant 3.18 · AI 4.5Prepare insurance claim forms or related documents, and review them for completeness.
Green Lightwant 3.1 · AI 4Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
Green Lightwant 3 · AI 4Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
Green Lightwant 3 · AI 4Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
Green Lightwant 3 · AI 4Review insurance policy to determine coverage.
Green Lightwant 3 · AI 3.5Calculate amount of claim.
Low Prioritywant 2.9 · AI 3Transmit claims for payment or further investigation.
Low Prioritywant 2.8 · AI 3Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
Low Prioritywant 2.67 · AI 3Post or attach information to claim file.
Low Prioritywant 2.5 · AI 3Correspond with insured or agent to obtain information or to inform them of account status or changes.
Low Prioritywant 2.4 · AI 2.33Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
Red Lightwant 2.33 · AI 3.5Process and record new insurance policies and claims.
Low Prioritywant 1.9 · AI 3