Illustrative insurance operations desk reviewing a vehicle damage report
← Back
SCOPED PILOT / NOT LIVE
HERMIA / INSURANCE COMPANIES

A clearer claim enquiry. Decisions stay with the insurer.

Insurance teams receive incident descriptions, claim references and supporting material in fragments. A proposed administrative intake could help identify what was reported and what approved follow-up is needed, then prepare it for authorised staff.

AVAILABILITY / SCOPED PILOT / NOT LIVE

Concept requiring insurer-specific scoping. No live insurance, claims-management or policy-system integration is claimed. Each insurer would need to approve privacy, evidence channels, permissions, escalation and staff review before any pilot.

01 / THE OPERATING PATH

From first signal
to the right person.

This is a proposed setup, not a service already connected for this industry.

01 / SOURCE

Receive.

Insurer-approved claim or service enquiry channel after connection and testing

02 / QUESTION

Clarify.

Is this a new claim, an existing claim follow-up or a general service enquiry? What is the claim reference, reported incident and insurer-approved secure route for any supporting material?

03 / HANDOFF

Prepare.

An administrative summary and missing-item context for an authorised claims or service team member to verify.

02 / ILLUSTRATIVE MESSAGE

One question
changes the brief.

A fictional, industry-specific exchange styled as a message thread. It is not a real customer chat, a live WhatsApp conversation or evidence of an active integration.

Hermia / Insurance companiesIllustrative message concept
INCOMING / EXAMPLE
“I submitted photos of the damaged bumper, but my claim still says incomplete.”
HERMIA / POSSIBLE FOLLOW-UP
“What claim reference were you given, and which item does the insurer say is missing? Use the insurer’s approved secure upload route for evidence; authorised claims staff will decide the next step.”
Fictional example. Question wording, channel and escalation must be approved and tested for each business.
03 / WHAT THE TEAM NEEDS

The detail that
makes a difference.

A man in his backyard at dusk beside a storm-damaged shed, reading a reply on his phone
Hermia Notes · optional feature

Your customers ask. Hermia answers.

Hermia already asks your customers your questions. With Hermia Notes, it answers theirs too, from what your team tells it, day or night.

Keep Hermia up to date the way you’d tell a colleague: “Landlord cover is withdrawn”, or a PDF of the product sheet. Hermia answers your customers from it, in your words, checked twice before anything is sent. When the notes don’t cover a question, Hermia asks the person who knows and passes their answer on word for word.

It answers questions like
  • “How do I make a claim?”
  • “What’s the claims phone number?”
  • “What documents do you need?”

Never: whether anything is covered, which policy to choose, or premiums.

Your team adds notes on WhatsApp, or on the Notes page on any phone or laptop.

An assessor kneeling to photograph water-damaged floorboards
Hermia Automate · optional feature

Your CRM, updated without typing.

The everyday updates that aren’t a new enquiry, like an assessor’s report or a repair invoice, go into your CRM without anyone typing them in. Hermia already looks after your new enquiries.

The assessor’s report arrives as a PDF. Send it to Hermia: it goes on the right claim under Assessment, with the date and the assessor’s name.

What it puts in your CRM, under your headings
  • Assessor reports: on the right claim, with the date
  • Repair invoices: the repairer, the amount and the date
  • Payments: what was paid, to whom, and when
  • Policy changes: what changed, and from when
  • Customer details: a new number, email or address

Where it goes: Laid out under the headings you choose and emailed to your office, ready to add.

Your team sends a voice note, photo or PDF on WhatsApp, or from the Hermia page on any phone or laptop. Check it first, or let it go straight in.

RESPONSIBILITY STAYS HUMAN

Clearer context.
Better judgement.

Hermia does not interpret a policy, assess cover or liability, decide or approve a claim, set a payout, underwrite risk, provide insurance advice or replace licensed and authorised staff.

QUESTIONS WORTH ASKING

Know what
comes next.

Can it tell a customer whether a claim is covered?

No. Coverage and claim decisions remain entirely with the insurer’s authorised team and its own process.

Can it access our claims platform now?

No. This page proposes an administrative pilot; a particular platform and its permissions must be scoped, connected and tested before use.

SCOPED PILOT / NOT LIVE

Start with a proper scope, not a promise.

Discuss an insurance pilot ↗

A pilot is not sold or activated from this page. Contact Hermia to discuss feasibility, safeguards and connection testing.