Automate Insurance Operations with Cliniko + AI
Unlock Cliniko for your Insurance business. DeskFerry agents handle the busywork so your team doesn't have to.
First-notice acknowledged. Adjuster assignment confirmed:
How does Cliniko work for insurance teams?
Cliniko works for insurance teams as the engine behind a DeskFerry agent built around the workflows that actually consume your week.
- 01
Trigger fires
The agent reads context from Cliniko and the other systems your insurance operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision.
- 02
For every new claim
Automate repetitive tasks and free up your insurance team to focus on high-value strategic work.
- 03
Request the right documents
Teams typically see faster claims resolution once the agent is in production.
- 04
Assign to the matching adjuster
Setup is no-code, every action is auditable, and the agent is scoped to the rules your insurance team defines — not a generic template applied to your business.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1For every new claim
- 2Request the right documents
- 3Assign to the matching adjuster
- 4All while updating the claim file
How it connects
Connect Cliniko. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Cliniko with one click, and insurance runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ClinikoConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Cliniko + DeskFerry can do
Real Cliniko actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Cliniko when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Cliniko from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Cliniko when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Cliniko based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Cliniko to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Cliniko into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Cliniko with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Cliniko based on predefined authorization rules.
Claim CL-44821 received · adjuster Marisa Lim assigned
We received your auto claim from this morning's accident on I-90. Claim number CL-44821 has been opened and assigned to Marisa Lim (direct: 555-0192).
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to e.shaw@homemail.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: For every new claim, have @Cliniko acknowledge receipt, request the right docume
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect Cliniko
Authorize Cliniko in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Cliniko — project milestones, invoice events, or client status changes trigger AI actions. For insurance teams, this typically means routing workflows from tools like AMS360 alongside Cliniko.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Cliniko while you focus on growth. Track efficiency gains live.
Start automating Insurance for Cliniko
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What insurance workflows can I automate using Cliniko and DeskFerry?
You can automate the full range of insurance workflows through Cliniko — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Cliniko so your insurance data stays centralized.
Do I need technical skills to connect Cliniko for my insurance operations?
No coding required. The no-code builder walks you through connecting Cliniko and configuring insurance-specific automation rules visually. Your insurance team can set up and manage Cliniko workflows without any developer involvement.
Can I connect Cliniko with other tools in my insurance tech stack?
Yes. DeskFerry supports 1,500+ integrations, so your insurance workflows can span Cliniko and every other tool in your stack. A single automation can pull insurance data from Cliniko, process it, and push results to CRMs, databases, or communication platforms.
How does AI-powered Cliniko automation compare to manual insurance processing?
Manual insurance workflows involving Cliniko require constant context-switching, copy-pasting, and status tracking. DeskFerry eliminates this by handling insurance tasks in real-time as Cliniko events occur — running 24/7 with consistent accuracy.
How does Cliniko with DeskFerry help Insurance teams handle fnol and claims triage that takes days when minutes matter?
DeskFerry uses Cliniko as a structured surface for the operational work behind fnol and claims triage that takes days when minutes matter. Instead of your insurance team coordinating manually, the agent listens for the right Cliniko events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
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