Home › Work activities › Review customer insurance information
O*NET detailed work activityReview customer insurance information
AI-assistReview & check
3 jobs5 tasks
Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.
Part of Examine financial activities, operations, or systems, under the O*NET work activity group Evaluating Information to Determine Compliance with Standards. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 5 AI-assist, 0 stays human).
Tasks built on this activity
- Review insurance policy to determine coverage.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Contact insurance companies to resolve billing issues.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.