Lorikeet
for Club 4x4
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for Club 4x4
for Club 4x4
This isn't a slide deck. It's a working AI agent that handles policy alterations, claim lodgements, and account changes for your 8,000 members — sitting on top of the member portal you're launching 30 June.
Loaded with a mock policy. When the agent asks for your license plate, give 123ABC — that's Joseph Chen with a 2022 Toyota LandCruiser 79 Series. Then try any of these:
Voice ready when you are — same brain, same knowledge, across phone, chat, and email.
Mike's scoped 13 self-service flows for the 30 June launch. The AI agent handles all of them today, plus claims, document requests, and account changes.
Rego, rego state, modification values, off-road recovery, overnight parking address & type, drivers, contact details — all covered.
Windscreen, collision, theft, hail, off-road, third party — with safety-first triage that escalates injury or at-scene incidents immediately.
Card and direct debit updates handled via secure SMS or email link — the agent never captures card details in chat.
Members ask for their Certificate of Insurance, PDS, schedule, or renewal notice — the agent surfaces them instantly.
Same agent across chat, voice, and email when you're ready. Dialpad integration scoping in flight.
No quoting premium amounts. No fabricated coverage. Identity verification on every alteration. Underwriting referrals where they're needed.
The AI agent doesn't replace the portal — it sits alongside it for members who'd rather ask than click.
Members log in via Auth0, alter policies, lodge claims, view documents through your APIs.
Same APIs, same logic. Members type or speak the change — the agent calls the right API on their behalf.
Your 40% online-alteration target without forcing members through a portal flow they may not finish.
Complex claims, underwriting referrals, distressed members — the agent hands off cleanly, with full context.
Mundane alterations, claim intake, document requests — handled. Your digital team focuses on sales and complex casework.
Members travelling remote, claims at 11pm, registration changes on weekends — the agent never goes off-shift.
"Change my overnight parking to garage" beats logging in, navigating to policy, finding the right field.
Instant, accurate, on-brand responses lift CSAT and reduce the negative-review pipeline you mentioned on the call.
35k alterations a year today. Whatever the next channel mix looks like, the same agent serves them.
This sandbox went from zero to fully working in one session. Production deployment slots in with your portal launch.
Next step: pricing scenarios tied to your 14k resolutions/year baseline, plus a working-session to scope the Dialpad piece.
Talk to Isabella