Macros AI Panel: AI flexibly dock at your workplace
The expert solution for claims management that combines expertise and AI support in the flexible ‘Macros AI Panel’ for any infrastructure.
#AI
#Process Optimization
#Insurance
#Banks & FDL
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At a glance:
The “Macros AI Panel” brings AI support seamlessly and contextually to your workplace. Document analysis and summaries, action recommendations, and automatic response generation assist employees and case management with predefined functions and prompts at the push of a button.
The “AI Panel” can be flexibly integrated into your applications or supports Microsoft Outlook, Office, and of course all Macros Reply products. It is the crucial link in an end-to-end dark-light-dark processing, automatically supports the filing of emails or documents, and checks your work instructions through interactive checklists.
AI: From Prompt to Integrated Assistant
AI provides incredible relief for overloaded departments. The question often arises: How should AI be made available to the caseworkers, and is prompting the best solution?
Effective AI unfolds where it noticeably relieves but does not stand out or hinder – integrated into the application instead of as a constantly forced prompting.
The answer to seamless AI usage in your client or directly in MS Office or Outlook is the “Macros AI Panel”. It integrates as a dockable add-in exactly where it is needed: for quickly identifying issues, analyzing them, and providing dedicated recommendations for processing. In addition to action recommendations and background archiving, the AI Panel provides response suggestions that only need to be approved and sent.
Predefined prompts, tailored to your needs, which are automatically sent asynchronously before processing, deliver secure valid results without delay and save time. Additional individual requests to the AI allow employees to gain deep insights into documents/attachments, including linking the requested passages. The built-in document viewer offers comfortable search and extensive views of the attachments directly in the “AI Panel”.
AI + Telephony: Simultaneous support for case management
For caseworkers with telephony tasks, the “AI-Panel” provides additional assistance: The audio stream of the call or optionally just of the caseworker is transcribed by AI and analyzed in almost real-time. Depending on the recognized concern (damage, complaint, address change, contract adjustment, etc.), the corresponding verification questions are displayed and automatically checked off during the conversation.
Outstanding checklist items are clearly listed for active inquiry. Transcribed content leads to the automatic filling of forms in the client or in background inventory management. As with the generation of response letters, a "check and ok" from the caseworker is sufficient – manual entries are only necessary in case of corrections.
Does the “AI panel” integrate with our application?
Yes!
Do you want to use the “AI Panel” outside of Macros eWorkplace or eClient? No problem! Macros Reply has developed a framework application that integrates your application into our framework – users can continue to work with it. Around the application, you can bring in any functions, applications, and views, such as relevant data from an e-file or a third-party system, calendar, telephony, etc. As usual, you will find the Macros Reply AI Panel on the right side of the framework application. It provides the AI functionalities you need for your job and expertise – while users work in the familiar application.
The advantages of the Macros AI panel at a glance:
Flexible and versatile, the “AI-Panel” alleviates tasks with a variety of functions for case management.
Usage in (almost) every application
Supports the processing of requests efficiently:
Classification of the issue (if not previously done by the Input Management System)
Extraction of all relevant attributes / tagging
Analysis of the issue/email including sentiment analysis (mood of the sender)
Representation of data and processes in various graphical views: flow, sequence, class diagrams, etc.
Triggering subsequent automations
Storage in DMS/Archiving, possibly automatic distribution/forwarding
Drafting response letters
Support for telephony through audio stream analysis
Conclusion: Why the AI panel is a bestseller
The Macros AI panel integrates into any application and supports your employees where relief and optimization are needed. Prompts, fields, and automations can be independently defined and adjusted by the department at any time. This way, the AI panel user-friendly and reliably supports your team.
This is how we define intelligent relief for our customers. Contact us.
Macros Reply is a specialised technology service provider focused on optimising business processes in the financial services, insurance, and energy industries. Macros Reply delivers innovative solutions that help companies make their operations more efficient and intelligent. Whether it’s input management, electronic inboxes and files, rule- and AI-based routing, or document management, the company implements seamlessly integrated 360° solutions and automation with GenAI, Machine Learning, and RPA, enabling customers to fully focus on their core business. Additionally, Macros Reply provides comprehensive advice on regulatory requirements to ensure the highest level of compliance in all processes.