OmniDim Logo
    HomeDocumentationInsurance Claim Status

    Insurance Claim Status & Filing Agent Guide

    Create a professional voice agent that handles insurance claim status checks, new claim filing, and customer inquiries with natural conversation flow. This guide walks you through creating a complete insurance claim voice agent using OmniDimension's intuitive UI.

    Insurance Claim Status & Filing Agent Guide

    1. Configure Your Agent Prompt

    Start by creating your voice agent with insurance-specific prompt or write a simple prompt and use the enhance button to make it more descriptive.

    Agent prompt configuration

    2. Answer Clarifying questions

    Complete the agent setup by answering important questions about your insurance company, claim types, and verification procedures.

    Configuration questions

    3. Test Your Agent via Web Call

    Once your agent is configured, test it through a web call to verify its functionality.

  1. Navigate to the testing interface
  2. Click 'Test with Web Call' to initiate a test conversation
  3. Speak with your agent to verify proper greeting and introduction
  4. Test claim status requests and new claim filing scenarios
  5. Verify natural conversation flow and appropriate responses to policy questions

    6. Web call testing interface

    Web call testing interface

    4. Enhance with Knowledge Base PDFs

    Upload relevant documents to improve your agent's knowledge about insurance policies and claims processing.

  6. Navigate to the 'Knowledge Base' tab
  7. Click 'Upload PDFs' button
  8. Drag and drop or select your insurance documents
  9. Note: PDFs must be under 10MB in size.

    10. Knowledge base configuration

    Knowledge base configuration

    5. Configure Post-Call Settings

    Set up data extraction for valuable insights from customer calls.

  10. Navigate to the 'Post-Call' tab
  11. Set delivery method to Email and enter the recipient address
  12. Choose data to include: Summary, Full Conversation, Sentiment, Extracted Info
  13. Add extracted variables like caller name, policy number, claim number, incident date, and claim type

    14. Post-call settings

    Post-call settings configuration

    6. Customize Speech-to-Text Configuration

    Fine-tune the speech recognition for insurance terminology.

  14. Navigate to the 'Models' section
  15. Under 'Speech-to-Text Configuration':
  16. Select provider (e.g., 'Deepgram Stream')
  17. Adjust 'Silence Timeout'
  18. Set 'Silence Threshold'

    19. Speech-to-text configuration

    Speech-to-text configuration

    7. Customize Voice and Behavior

    Personalize your agent's voice and interaction style to match your insurance brand.

  19. Go to the 'Voice' section and select a provider (e.g., Eleven Labs)
  20. Browse, filter, and test voices to match your brand tone
  21. Choose a voice with a professional, friendly, or empathetic style
  22. Configure behavior to match your service style (e.g., Friendly & Helpful, Professional, Casual, Empathetic)

    23. Voice selection

    Voice selection interface

    Behavior configuration

    Behavior settings

    8. Set Up Webhook Integration with Make.com

    Enhance your agent with powerful webhook integration to automatically log all call data in a spreadsheet.

  23. Log in to your Make.com account and create a new scenario
  24. Start with a webhook trigger and copy the generated URL
  25. Add a Google Sheets module and connect your Google account
  26. Map webhook data to the spreadsheet columns
  27. In OmniDimension, set Webhook as the delivery method and paste the URL
  28. Select data to include: Summary, Full Conversation, Sentiment, Extracted Info
  29. Test the webhook to ensure call data is recorded properly

    30. Make.com webhook setup

    Make.com webhook configuration

    Google Sheets configuration

    Google Sheets integration

    OmniDimension webhook configuration

    OmniDimension webhook setup

    Google sheet view with dummy data

    Google sheet view with dummy data

    Reference

    Make.com Webhook Integration GuidePost-Call Integration with Webhook

    9. Final Testing & Monitoring

    Before deploying your agent to production, conduct thorough testing and set up monitoring.

  30. Conduct thorough testing with various claim scenarios
  31. Validate all integrations are working properly
  32. Check post-call delivery to ensure data is being correctly captured
  33. Monitor initial calls and adjust configuration as needed
  34. Review call logs and analytics to identify improvement opportunities