Case Study: SageSure boosts service capacity with Lorikeet

SageSure resolves email workflows with Lorikeet and boosts staffing capacity

SageSure, an insurance provider specializing in high-risk markets, faced a challenge scaling its service operations to meet growing email volume from its producers (independent agents). Their historical reliance on manual processes made it difficult to hit their target of answering 90% of emails within an hour. They partnered with Lorikeet to implement an AI agent specifically for email workflows to automate these service requests and free up staff capacity.

The solution from Lorikeet started by categorizing and routing emails before progressing to independently resolving common producer requests, such as processing alarm certificates and policy cancellations. This was achieved by building clear business rules into the AI agent, which then executed the same steps a human would. The measurable result was a "fairly sizable percentage" of email work being handled automatically, which returned significant staffing capacity to SageSure's operations team.

SageSure