Industry · Claims and recoveries
AI voice agent for compensation claims
An AI voice agent for compensation claims calls the client who is missing a document, patiently explains what has to be sent, sends them the list by WhatsApp and email and writes the note into your CRM, in the client's own language. The case starts moving again.
Updated 3 October 2026
Why do claim files get stuck?
In a company that handles compensation claims or recoveries, the hard part is usually not legal. It is communication. A copy of an ID is missing, or a bank account number, or a signature. The client forgot, did not understand what was asked or does not know where to send it. Someone has to call them, while hundreds of other clients are waiting too.
The AI voice agent makes those calls methodically, without missing anyone. It explains exactly what is missing from the case, sends the list by WhatsApp and email and writes into your CRM what was agreed. The full scenario is described in missing documents recovery. Because claims often involve clients from several countries, the agent can call each of them in their own language: Romanian and 83 more.
A stuck file, unstuck with a call and a list
The agent explains on the phone what is missing, sends the list in writing right away and calls again if the documents do not arrive. Every step leaves a note in the CRM.
- 01File
- The file what is missing, from CRM
- 02Call
- The agent calls explains it plainly
- 03In writing
- WhatsApp the list, point by point
- Email the same list
- 04Waits
- The deadline set by you
- 05Outcome
- Arrived
- Missing calls again later
- 06CRM
- Note in CRM
Which calls does an AI voice agent handle for claim files?
Missing documents
The agent calls the client and tells them what is missing from the case, in plain words, not in jargon.
The list, in writing
After the call, the client receives the list with instructions by WhatsApp and email, so nothing depends on memory. See follow-up after the call.
Retries
If the person does not answer, the agent calls again at the times you set, with a limited number of attempts.
The note in your CRM
What the client said, what was sent and what comes next, written into your CRM, so the team knows where every case stands.
Clients who call in
Case status, what is still needed, where to send it. The agent answers from what you give it and flags the rest. See 24/7 call answering.
What does a working day with the agent look like?
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The case list
Cases with missing documents go into a contact list, together with the reason each client is being called.
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The call
The agent introduces itself as a virtual assistant, says the call is recorded, confirms who it is speaking to and explains what is missing.
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The client's answer
The client says they will send it tomorrow, that they do not know how, or that they no longer have the document. Every answer is noted.
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The messages after the call
The list and the instructions go out by WhatsApp and email.
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Evening, in the CRM
The team sees the notes and works only on the cases that need a person.
No answer? It calls again at the set time, not at random
You choose the time windows, the gap between attempts and when it stops. The agent sticks to them, and once the person answers, the cadence ends.
- 10:00 Call 1 · no answer next attempt in 4 hours
- 14:00 Outside the window the call waits until 15:00
- 15:00 Call 2 · no answer unanswered calls are not charged
- 19:00 Call 3 · answered outcome written, cadence stops
- day 2 Duplicate blocked same person, same case: not called again
Example rules: windows 09-13 and 15-20, retry after 4 hours. You choose them.
AI voice agent, case handler or outsourced call center?
| Criterion | AI voice agent | Case handler | Outsourced call center |
|---|---|---|---|
| Repetitive calls for documents | A good fit, at high volume | Time-consuming | A good fit, but no access to the cases |
| Several languages | Yes, configurable | Depends on the team | Depends on the contract |
| Traceability | Recording, transcript and CRM note | Note written by hand | Periodic reports |
| Tense conversation | Hands it to a person | Handles it | Depends on the operator |
What stays with your people?
- Assessing the case and decisions on the merits
- Clients who are upset or in difficulty
- Unusual situations: lost documents, powers of attorney, minors
- Any answer about the amount or the chances of compensation
- It does not promise amounts or outcomes
- It does not give legal advice
- It does not insist when someone asks not to be called again
Quick answers
Frequently asked questions
Can the agent send the list of documents after the call?
Yes, by WhatsApp and email, with your instructions. WhatsApp messages go out from your own WhatsApp Business account and emails through your own mail server. Messages are charged per message sent and appear in the estimate; how it works is on the pricing page.
Can it talk to clients from other countries?
Yes, in their own language. Each additional language is configured separately; see the available languages.
How does the team know what was agreed?
The agent writes the note into your CRM, and the portal holds the recording, the transcript and a summary of the call.
What does it do if the client is angry?
It stays polite and does not argue. It flags the case for a person to call back.
How is personal data protected?
Calls are recorded and the person is told so. The data belongs to you, and we process it under a data processing agreement. Details on the security page.
Continue with
Where to go next
Missing documents recovery
Recover missing documents for case files: the AI voice agent calls the customer, explains what is missing, sends the list by WhatsApp and email and logs it.
Follow-up after the call
After every call, the AI voice agent sends SMS, WhatsApp or email: a confirmation, a document list, a payment link or a summary. Billing and rules explained.
Call centers
AI call center: an AI voice agent runs repetitive confirmation, reminder and survey campaigns, with retries and reports. Hard cases stay with your people.
The line is free
Hear it, then decide.
Sign up, see the estimated cost in the form and test the agent on your own phone before it calls anyone.