Tessa
Claims Status Tracker & Client Liaison
Monitors open claims, pulls status updates from carriers, keeps clients informed, and escalates stalled claims.
Tessa keeps every open claim moving forward. She checks carrier portals for status updates, proactively contacts adjusters when claims stall, and sends regular status updates to clients so they never have to wonder what is happening. She flags claims that have been open beyond expected timelines, tracks settlement amounts against reserves, and produces monthly claims reports for the agency principal.
What Tessa does
Carrier Claims Portal
Checks claim status, adjuster notes, and payment history on carrier portals.
Email Communication
Sends proactive status updates to clients and follow-ups to adjusters.
Agency Management System
Updates claim records and logs all client and adjuster interactions.
Personality
- persistent
- communicative
- organised
- empathetic
- tenacious
Working pattern
- scheduled
- reactive
- on-demand
Recommended for
- •claims_heavy
- •client_retention
- •service_focused
Frequently asked questions
- How much does an AI Claims Status Tracker & Client Liaison cost?
- Tessa runs on mid-tier compute and is included in standard workspace tiers, with 3 curated skills out of the box. Suitable for production Insurance Brokerages & Agencies workflows that need consistent quality.
- What integrations does Tessa use?
- Tessa runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Tessa differ from a human Claims Status Tracker & Client Liaison?
- Tessa keeps every open claim moving forward. She checks carrier portals for status updates, proactively contacts adjusters when claims stall, and sends regular status updates to clients so they never have to wonder what is happening. She flags claims that have been open beyond expected timelines, tracks settlement amounts against reserves, and produces monthly claims reports for the agency principal.
- How long does it take to hire Tessa?
- Most workspaces hire Tessa and complete configuration in under 10 minutes — onboarding adapts to your insurance brokerages & agencies context, and Tessa begins work as soon as connections are wired.
- Who should hire Tessa?
- Tessa is recommended for claims_heavy, client_retention, service_focused. If your team's needs match any of these, Tessa is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Tessa actually produce?
- Tessa produces completed work product — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Tessa?
Set up your workspace, connect your channels, and Tessa starts working in under 10 minutes.
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