# Life Insurance Beneficiary Claim Support — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Life Insurance Beneficiary Claim Support

Guide beneficiaries through the life insurance claim process with care and clarity.

Set up this outcome

## Apps this needs

Claims Management System FNOL intake, claim status, document requirements and settlement/valuation data. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Takes the initial claim notification with appropriate sensitivity and gathers the required documentation checklist, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), pulled from the claims system.

Explains the process and expected timeline clearly, with check-ins at appropriate intervals.

Escalates any complexity (contested beneficiary, contestability period) directly to a claims specialist.

Confirms payment processing once approved, never estimating payout timing beyond the standard disclosed process.

## Data sources

Claims management beneficiary claim requirements

## What it targets

Required documentation communicated clearly on first contact Target 95%

Straightforward claims processed within the disclosed timeline Target 90%