Skip to content

Insurance claims & servicing

Faster first notice of loss. Fewer missed notices.

Orian walks agents through the first report of a claim step by step, shows the exact coverage answer, and drafts a complete claim file at hang-up.

Designed aroundState notice rulesUnfair claims practicesComplaint handling

01A live insurance call

One call, first ring to signed wrap-up.

A sample auto claims call with Arjun, start to finish.

On the line

On call · Auto claims · US

00:02

Steps

  1. Greeting
  2. Policyholder verified
  3. Recorded-line notice
  4. Loss details (FNOL)
  5. Next steps & close
Quiet until it can help
Customer · Listening

Sample call · Northstar Mutual · Auto claims · US

02The hard part

What makes insurance calls so hard to get right.

01

Missing details slow every claim

No police report number or loss time means a callback and a delay.

02

Coverage answers must be exact

Rental cover and deductibles differ by policy. A wrong answer becomes a complaint.

03

Required notices vary by state

They have to be given the same way, every time, on every programme.

03Moments that matter

Calm claims, complete files.

Each prompt comes from a playbook your QA team approves.

  1. 01

    When

    Policyholder verified

    Orian shows

    Recorded-line notice due, shown until it is given

  2. 02

    When

    Caller describes an accident

    Orian shows

    Claim checklist: time, place, other party, police report

  3. 03

    When

    Caller asks about a rental

    Orian shows

    Coverage card from the policy summary, with its source

  4. 04

    When

    Caller expresses dissatisfaction

    Orian shows

    Complaint capture prompt, logged for QA

04The insurance pack

Ready on day one, tuned to your client.

Steps, answers, phrases and fields for this work, ready to go. Add your client's QA form and script on top.

  • First notice of loss steps
  • Coverage checks
  • Required notices
  • Claim status and document requests
  • Complaint capture
  • Claim and policy number fields

Wrap-up fields drafted at hang-up

Claim typeLoss date and timeLocationOther partyPolice reportRental eligibility
Dynamics 365 · Claim CLM-20931
Drafted by Orian

Call summary

Disposition
Loss type
Loss time
Police report
Rental

Agent confirms with Enter

Draft ready to confirm

Sample data. Low-confidence fields are flagged for the agent to check.

05Proof for your client

What your client gets to see.

Every eligible call is scored on your client's own form. Signed results go to the Client Portal for programmes you share.

Complete claims

Missing details flagged before the call ends

Notices

Every required notice logged on every call

Wrap-up

Claim fields drafted and saved to your claims system

Sample call score on this programme: 94 / 100, verified good call. The agent sees it first and can dispute any line.

How data is protected

06One standard, every client

Most floors run several programmes. Orian runs them all.

UK financial services

Vulnerability cues, affordability and complaint handling.

Banking & cards

Disputes, fraud claims and card servicing.

Telecom & utilities

Retention, billing and vulnerable customers.

Any QA form

Import any form and script. Scored from day one.

See it on a insurance call, with your own QA form.

Bring your QA form. We'll show Orian on a live call, then plan a free 30-day pilot if it fits.