Claims processing
Submit, track, and update claims across carrier portals without manual data entry.
Insurance claims and policy verification, handled by agents
Carrier portals were not built for agents. Browserbase gives your insurance workflows real browsers that navigate portals, process claims, and verify policies reliably, so your team stops copying data between systems.
The Problem
Insurance runs on manual portal work
- Processing claims by hand across dozens of carrier portals with different interfaces.
- Verifying policy details one by one through login-gated systems with session timeouts.
- Downloading documents, certificates, and statements from portals that block agents.
- Re-keying the same data into multiple systems because the platforms have no APIs.
- Losing hours to compliance checks that require navigating government and regulatory sites.
The Solution
How Browserbase automates insurance workflows
- Real browsers: navigate carrier portals, government sites, and internal tools like a human would.
- Persistent sessions: stay logged in across runs with saved authentication state.
- Document handling: download PDFs, certificates, and policy documents automatically.
- Form filling: complete claims forms, update policy records, and submit data at scale.
- Full observability: replay every session for audit trails and compliance documentation.
What you can automate
Policy verification
Check coverage details, renewal dates, and policy status across multiple carriers.
Document collection
Download certificates of insurance, declarations pages, and loss runs automatically.
Compliance checks
Verify licenses, check regulatory filings, and monitor compliance portals at scale.
Templates to get you started
AI-Powered Form Filling Automation
Form Automation
Intelligently fill out forms from natural language or unstructured data using AI
Download Financial Statements
Downloads
Navigate investor relations pages and download quarterly earnings reports as PDFs
Voice Agent Automation with Cartesia
Form Automation
Voice agent that conducts structured questionnaires using YAML configuration with conditional logic and response validation.
Frequently Asked Questions
What insurance workflows can Browserbase automate?
Any workflow that happens in a web browser. This includes claims submission and tracking across carrier portals, policy verification and renewal processing, certificate of insurance downloads, loss run collection, compliance checks on regulatory sites, and data syncing between agency management systems that lack APIs.
How does Browserbase handle carrier portal logins?
Use the Contexts API to persist authentication state across sessions. Log in once, save the session context, and reuse it for all subsequent runs. Your agent stays logged in and skips repeated MFA prompts as long as the session remains valid.
Is Browserbase secure enough for insurance data?
Yes. Browserbase is SOC 2 Type II certified with full session isolation. Each browser runs in its own sandboxed environment, and you control what data is logged. Session recordings provide audit trails for compliance documentation.
Can my agents process claims across multiple carriers?
Yes. Browserbase supports parallel browser sessions. Process claims across dozens of carrier portals simultaneously, each with its own authentication context and workflow. Scale to hundreds of concurrent sessions as volume grows.
How does this compare to insurance RPA tools?
Traditional RPA tools require desktop agents and carrier-specific connectors that break when portals update. Browserbase runs in the cloud with real browsers you control through code. It adapts to portal changes, scales without desktop infrastructure, and works with any web-based system.
Can my agents download documents and certificates?
Yes. Browserbase captures file downloads automatically. When your automation clicks a download link on a carrier portal, the file is captured and made available via API. Works with PDFs, certificates, Excel files, and any other document type.