AI Booking for Insurance Carriers. Inspection scheduling for insurance claims, booked during the call
AI Booking handles inspection scheduling for insurance claims while the policyholder is still on the phone or in the chat: it offers only an adjuster's free windows, keeps the travel time between properties, verifies the guest and sends the confirmation and the reminder.
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7 days free · per company, never per seat · nothing to install
Service rules
An inspection service runs at the policyholder's address, with the arrival interval, the length and the rest between visits set once for the AI to book by.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Book inspections in two-hour windows, Monday to Saturday, by postal code.”
Lisa“Before: one-hour windows on weekdays. After: two-hour inspection windows, Monday to Saturday, offered by the postal codes each adjuster serves. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Carriers use it
A homeowner with a hail-damaged roof is offered Wednesday morning or Friday afternoon for the inspection and picks Friday before she hangs up.
After a storm, inspections in one county are booked by the postal codes each adjuster covers, with travel time kept between properties.
An address outside every adjuster's area becomes a callback request for the claims desk instead of a booking.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
- By service and location: the AI offers the menu, then only the free slots of your live calendar
- Google / Outlook calendar connect; availability rules; buffers
- Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
- Field visits with travel time; several providers with their own calendars
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
In the field
Adjuster appointment scheduling by territory and travel time
Where is the loss?
For an inspection the AI asks the address first and offers only the adjusters who serve that postal code, so nobody drives across the state for one roof.
Each adjuster their own agenda
Every adjuster has the services they handle, the places they cover and their own hours, and a vacation blocks only their windows.
Confirmed, then reminded
The confirmation leaves at once, the reminder goes by text, e-mail or both at the hours you choose, and a reschedule frees the window for the next claimant.
A missed inspection
When nobody is at the property after the grace period, the visit is marked no-show and one polite re-book message goes out by itself.
Set-up
Claim inspection booking, set up by talking
Start from a preset
Tell Lisa you book field inspections and licensed callbacks, and she proposes the services, the windows and the texts, shown before and after.
Add your adjusters
Give each adjuster the services, the postal codes and the hours they work, and connect the work calendar they already use.
Choose how guests are verified
Pick the caller's number, a texted code or a verified e-mail for each service, so every inspection belongs to a real policyholder.
Watch the book fill
Try it free for 7 days and read every inspection the AI booked, confirmed and re-booked when the week ends.
Questions & answers
AI Booking for Insurance Carriers: questions & answers
Can AI schedule adjuster inspections with policyholders?
Yes. The AI asks where the damaged property is, offers two or three free windows of an adjuster who covers that postal code, books the one the policyholder picks and sends the confirmation, with a reminder before the visit.
How does the AI keep travel time between field inspections?
In field adjuster scheduling, an inspection service set at the customer's address keeps the postal codes you serve and the travel time between visits, so a day of bookings stays drivable. An address outside the area becomes a callback, never a booking.
How is the policyholder verified before an inspection is booked?
Each service picks its proof: the number the policyholder calls from, a texted code or a verified e-mail address. Nothing enters the book without it, and a booking still waiting for its code holds the window for the time the service sets.
Do bookings made by our own staff show up for the AI?
Yes. Your team books into the same book under the same rules, and the busy times of the work calendar each adjuster connects are read every five minutes and never offered to a policyholder.
Can a reinspection or a licensed callback be booked the same way?
Yes. Each service has a calendar of its own: a first inspection, a reinspection or, for insurance callback scheduling, a callback with a licensed representative, each with its hours, its length and the questions asked before it is booked.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
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