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AI Agents / Customer Service

Long-horizon conversational AI agents that carry every request to resolution.

Layerup's conversational agents hold voice, chat, email, SMS, and portal conversations — verifying identity, understanding intent in policy context, executing the resolution inside your core systems, escalating where required, and documenting everything. Tailored to the use-case — claims intake, policy servicing, customer service, billing, and more — each agent runs until the request is resolved.

ChannelsVoice, chat, email, SMS
Use-casesClaims, servicing, billing
ScopeConversation to resolution
AdoptionWorkflow by workflow
01Lifecycle

Conversation to resolution — executed, not deflected.

Not a deflection chatbot. Every stage below is a continuous long-horizon run from conversation to write-back — the conversation ends in executed work inside your core systems, not a routed ticket. Service teams approve, supervise exceptions, and own outcomes.

Customer service lifecycle
6 stages
  1. 01
    Conversation intake
  2. 02
    Identity verification
  3. 03
    Intent & policy context
  4. 04
    Resolution reasoning
  5. 05
    Execution in core systems
  6. 06
    Confirmation & write-back
02Capabilities

Eight capabilities. One long-horizon pass.

Everything below runs in the same continuous pass — from first contact to executed resolution — and each deployment is tailored to its use-case: claims intake, policy servicing, customer service, billing, and more.

01 — Omnichannel conversation intake
5 steps

Every channel. One conversation.

Voice, chat, email, SMS, and portal — the agent meets the customer wherever the conversation starts, carries context across channels, and stages the matched policy for action.

  • 01Voice, chat, email, SMS, and portal intake
  • 02Cross-channel context carryover
  • 03Intent recognition in conversation
  • 04Policy and account match
  • 05Priority and escalation flagging
02 — Identity & verification
5 steps

Verified before anything moves.

Before the conversation touches a policy, the agent verifies the caller or writer against your records — identity checks, authority validation, and a logged verification trail on every interaction.

  • 01In-conversation identity verification
  • 02Caller and writer authentication
  • 03Authority and named-insured validation
  • 04Verification audit trail
  • 05Escalation on failed verification
03 — Billing & payment conversations
5 steps

Billing questions answered — and acted on.

The agent explains statements, verifies payment posting, handles NSF follow-ups, and prepares reinstatement quotes and refunds — resolving the billing conversation against the billing system, not from a script.

  • 01Billing statement explanations
  • 02Payment posting verification
  • 03NSF and reinstatement quote prep
  • 04Refund and credit memo preparation
  • 05Write-back to the billing system
04 — Policy changes & endorsements
5 steps

Mid-term changes captured in conversation, staged in your PAS.

Address changes, vehicle adds and deletes, driver updates, exposure adjustments — the agent captures the change as the customer describes it, prepares the endorsement packet, and stages it in the policy admin system.

  • 01Change capture in conversation
  • 02Risk and exposure delta calculation
  • 03Form and endorsement selection support
  • 04Rating input preparation
  • 05Confirmation drafting and write-back
05 — COI / EOI requests
5 steps

Certificates prepared in the same conversation.

The agent takes the COI / EOI request, matches holder and additional insured language, verifies limits, prepares the document for issuance, and stages it for review where required.

  • 01Request capture and classification
  • 02Holder and AI language match
  • 03Policy and limit verification
  • 04Certificate document preparation
  • 05Distribution log and audit trail
06 — Cancellations & reinstatements
5 steps

Cancel, reinstate, and confirm — cleanly.

The agent handles cancellation and reinstatement conversations end to end — statutory notices, return premium, eligibility checks — and confirms the outcome to the customer in the same thread.

  • 01Cancellation request capture
  • 02Notice preparation per jurisdiction
  • 03Return premium calculation support
  • 04Reinstatement eligibility checks
  • 05Confirmation and write-back
07 — FNOL capture & claims handoff
5 steps

First notice of loss, captured in conversation.

When the conversation reports a loss, the agent runs FNOL capture — loss details, coverage verification, documents — and hands the staged claim to the claims agent without the customer repeating a word.

  • 01FNOL capture in conversation
  • 02Loss detail and coverage staging
  • 03Document and photo intake
  • 04Staged handoff to the claims agent
  • 05Claim confirmation to the customer
08 — Escalation, QA & compliance
5 steps

Escalate, sample, and score — continuously.

The agent escalates conversations that need a human with full context attached, and every resolution is sampled against your service and compliance standards — script adherence, conversation QA, and a reviewer feedback loop that tunes the agent over time.

  • 01Escalation with full conversation context
  • 02Script and disclosure adherence checks
  • 03Sample-based conversation QA
  • 04Reviewer feedback capture
  • 05Continuous improvement loop
Get started

Move customer service from queues to resolutions.

Deploy the customer service agent in one line of business. Prove the resolution rate and cost-per-conversation improvement, then expand.