See Pér work

Pér for insurance

Build policyholder relationships beyond renewal

Find a reason to reconnect. See where engagement is changing. Make the next message fit the moment.

Pér helps your team use trusted policyholder context to prioritize engagement, explain recommendations, and prepare approved next steps within your policies.

See Pér in action

What is Pér for insurance?

Pér is Amperity's AI agent for customer data. It helps insurers use policy, billing, engagement, and service data to prioritize policyholder outreach and prepare approved audiences, guided by permissions and eligibility outputs from your systems.

Your team sets the objective. Pér surfaces opportunities, explains its recommendations, and helps move approved actions forward.

Put Pér to work

Find the next relationship opportunity

A policyholder relationship can reveal an opportunity for a useful conversation. Pér helps prioritize outreach audiences using available engagement and relationship data.

Explain the evidence and recommend a next step using approved eligibility, suitability, consent, and product rules. Authorized teams and systems determine coverage needs and eligibility.

Ask Pér:

Among policyholders our approved systems identify as eligible for [product or coverage option], which audiences should we prioritize for a conversation? Explain the evidence and potential customer benefit.

You control: Product rules, eligibility outputs, suitability requirements, exclusions, approved channels, reason codes, and approval points.

Reduce avoidable policy lapse

A missed renewal interaction or declining engagement can be a reason to check in. Pér helps identify policyholder audiences whose activity may signal lapse risk.

Explore available payment, renewal, and service signals, explain possible reasons for the change, and recommend outreach for review. Your team validates the cause and response.

Ask Pér:

Which policyholders show a meaningful change that may indicate lapse risk? Explain the strongest evidence and recommend the next appropriate action.

You control: Risk definitions, approved signals, prohibited factors, available responses, review requirements, and success metrics.

Pause marketing during sensitive moments

An active claim or unresolved complaint can change what a policyholder needs to hear. Pér helps identify audiences to exclude from promotions using approved status signals.

Prepare a suppression recommendation for authorized review, with sensitive classifications and claims decisions handled by the responsible teams and systems.

Ask Pér:

Which policyholders should be suppressed from promotional campaigns because of an active claim, service issue, or protected situation defined by policy?

You control: Approved signals, policy definitions, access permissions, suppression rules, operational ownership, and audit requirements.

Explore more prompts →

Built on trusted customer context

A renewal offer should reflect the policyholder's relationship and service needs, with the right permissions governing every use of that context.

Pér is grounded in Amperity's accurate, current, and governed customer context:

  • Know who:Connect fragmented records across policies, claims, billing, digital channels, agents, and service interactions.
  • Know now:Understand the policyholder relationship alongside current renewal, claim, payment, service, and engagement activity.
  • Act with confidence:Keep recommendations connected to consent, approved eligibility outputs, policy rules, provenance, evidence, and customer-defined controls.
See how Amperity resolves customer identity →

Works across your existing stack

Put policyholder insight to work in your engagement channels. Pér uses insurance data connected to Amperity and helps prepare approved audiences and actions through supported integrations with your existing tools.

Available actions depend on each insurer's configured data, integrations, permissions, policies, and Amperity capabilities.

Give Pér a policyholder objective

Bring Pér the relationship goal, lapse risk, service challenge, or recurring decision slowing your team down. Pér helps turn that objective into a recommendation your team can review and put to work.

See Pér in actionExplore the Pér Prompt Library

FAQs

What is an AI agent for insurance customer data?

A customer data agent helps insurers use connected policyholder data to prioritize engagement, explain recommendations, and prepare approved actions. Coverage, eligibility, underwriting, and claims decisions remain with authorized teams and systems.

How is Pér different from a general AI assistant?

Pér brings trusted customer context to the decision. Grounded in your business's customer data, it helps surface opportunities, explain the evidence, and prepare approved next steps in supported workflows.

What insurance customer data can Pér use?

Depending on your connected data and permissions, Pér can use customer context such as policy relationships, billing activity, claim status, digital engagement, service interactions, agent activity, consent, approved eligibility outputs, and campaign history.

Can Pér take action automatically?

Pér helps move approved engagement actions into supported workflows through configured integrations. Your team controls permissions and review points. Underwriting, pricing, claims adjudication, fraud, and eligibility decisions remain with authorized teams and systems.

Does Pér replace our CDP, policy administration, or claims systems?

Pér builds on the Amperity Customer Context Platform and helps your team use supported integrations for engagement. Policy administration, claims, billing, and agent systems retain their respective roles.