Cheat Sheet: What Agentic AI Is and Tasks It Can Do For You in Insurance

As insurance teams explore where and how to apply AI, one of the biggest challenges is knowing which tasks are actually a good fit. This cheat sheet is designed as a quick, practical reference to help you spot opportunities where agentic AI can take work off your plates and streamline day-to-day operations.

This cheat sheet highlights a curated list of real insurance tasks across underwriting, claims, policy servicing, billing, audits, and customer communications. Use it to spark ideas, prioritize use cases, and quickly assess where AI can drive efficiency, reduce manual effort, and support your teams as workloads grow.

Download the CHEAT SHEET to:

• Identify insurance tasks that are well-suited for agentic AI
• Explore practical use case ideas across core insurance workflows
• Quickly assess where AI can deliver the most value across operations