Conversational AI agents for every function — not just the service desk.
Layerup's conversational agents hold voice, chat, email, and SMS conversations inside every operational function — claims, underwriting, fraud, collections, billing, compliance, QA, producer monitoring, and distribution. Each conversation runs end to end: identity verified, intent understood in function context, the work executed in your core systems, and the outcome confirmed and written back.
One conversational run — whatever the function.
Every deployment follows the same long-horizon pattern: the conversation is verified, understood in the context of the function it serves, resolved by executing work inside your core systems, and closed with a confirmed, written-back outcome. Not a deflection chatbot — executed work.
- 01Conversation intake
- 02Identity verification
- 03Intent & function context
- 04Resolution reasoning
- 05Execution in core systems
- 06Confirmation & write-back
End-to-end value in every function beyond customer service.
Customer service is where conversational AI usually starts — but the same long-horizon conversational run creates end-to-end value inside every other function. Each deployment below pairs the conversational agent with that function's core systems and standards.
From first call to adjuster-ready file.
The conversation is the claim. The agent captures FNOL by phone, chat, or SMS, verifies coverage while the claimant is still on the line, chases documents and photos conversationally, and answers status calls from the live claim file — so every conversation moves the claim toward an adjuster-ready file instead of a callback queue.
- 01Conversational FNOL capture on every channel
- 02Coverage verification in conversation
- 03Document and photo chase-ups by SMS and email
- 04Status conversations answered from the live file
- 05Staged handoff to the claims agent
Broker conversations that carry a submission to bind-ready.
Missing information is the slowest mile in underwriting. The agent holds the broker conversation — acknowledging the submission, asking for exactly what's missing, clarifying exposures, and confirming appetite questions — so submissions arrive complete and quotes turn around without email ping-pong.
- 01Submission acknowledgment and intake in conversation
- 02Missing-information chase with brokers
- 03Exposure and appetite clarification dialogs
- 04Quote-status conversations answered from the workbench
- 05Bind-ready staging in the underwriting system
Outreach conversations that become evidence.
When a file needs statements, the agent runs the outreach — scheduling and conducting scripted claimant and witness conversations, capturing responses verbatim, flagging inconsistencies against the file, and attaching every transcript to the SIU referral packet as audit-grade evidence.
- 01Claimant and witness outreach scheduling
- 02Scripted interview support in conversation
- 03Verbatim response capture and transcription
- 04Inconsistency flagging against file evidence
- 05Transcripts attached to SIU-ready referral packets
Compliant conversations from triage to cure.
The agent works each delinquent account conversationally — right-party contact, compliant scripting per jurisdiction, payment negotiation, promise-to-pay capture, and hardship routing — and every commitment is written back to the servicing system the moment the conversation ends.
- 01Right-party-contact verification in conversation
- 02Jurisdiction-aware compliant scripting
- 03Payment negotiation and promise-to-pay capture
- 04Hardship identification and program routing
- 05Commitment write-back to the servicing system
Billing conversations resolved against the billing system.
Statement questions, payment posting checks, NSF follow-ups, and refund requests are answered from the billing system itself — the agent verifies the posting, prepares the correction or refund, and confirms the outcome in the same conversation, not from a script.
- 01Statement explanations from live billing data
- 02Payment posting verification in conversation
- 03NSF follow-up and reinstatement quote conversations
- 04Refund and credit memo preparation
- 05Resolution write-back to the billing system
Verification conversations with an audit trail.
KYC onboarding and periodic refresh become conversations instead of abandoned forms — the agent collects documents, runs verification callbacks, delivers required disclosures verbatim, and logs every exchange so the evidence file is audit-ready the moment the conversation closes.
- 01KYC onboarding conversations across channels
- 02Document collection and verification callbacks
- 03Disclosure delivery with verbatim logging
- 04Alert-clearing outreach to customers
- 05Audit-ready conversation evidence trail
Every conversation sampled, scored, and fed back.
Conversations are files too. The QA agent samples every conversational interaction — script adherence, disclosure delivery, resolution accuracy — scores it against your service and compliance standards, and feeds reviewer findings back into the conversational agents so quality compounds.
- 01Full-coverage conversation sampling
- 02Script and disclosure adherence scoring
- 03Resolution accuracy checks against the file
- 04Evidence-linked QA findings
- 05Reviewer feedback loop into the agents
Producer conversations from signal to case.
When monitoring surfaces a signal, the agent runs the follow-up conversation — verifying activity with the producer, requesting documentation, capturing responses — and every exchange lands in the evidence-backed case packet with full conversational lineage.
- 01Producer outreach on flagged signals
- 02Verification and documentation-request conversations
- 03Response capture with conversational lineage
- 04Escalation on non-response or inconsistency
- 05Evidence-backed case packet assembly
The broker desk that answers in one conversation.
Submission status, clearance questions, appetite checks, and commission inquiries are resolved in the conversation where they arrive — the agent reads the answer from your distribution systems, executes the follow-up, and confirms back to the broker without a handoff.
- 01Broker submission and clearance conversations
- 02Appetite and quote-status answers from live systems
- 03Commission inquiry and reconciliation conversations
- 04Missing-information chase across the panel
- 05Confirmation and write-back to distribution systems
Lifecycle operations executed in conversation.
Enrollment, carrier changes, beneficiary updates, coordination of benefits, terminations — the agent captures the request as the customer describes it, verifies eligibility, executes the change in the admin system, and confirms the outcome in the same thread.
- 01Enrollment and eligibility conversations
- 02Carrier change and termination capture
- 03Beneficiary update verification
- 04Coordination-of-benefits dialogs
- 05Execution and write-back to admin systems
Put a conversational agent inside your highest-friction function.
Deploy one conversational agent in one function — claims intake, collections outreach, broker chase, or billing resolution. Prove the resolution rate, then expand function by function.