Insurance

Claims Status Updates

Proactively update claimants on the status of their open claims, reducing inbound call volume and improving policyholder satisfaction.

Why this matters

Automate claims intake, policy renewals, and customer outreach with voice agents built for regulated insurance workflows. This example shows you how to automate claims status updates calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.

How to set persona & task
Working with Fields and Say items
Handling callbacks
Running the agent
Step 01

Installation

Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.

terminal
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com

# Public PyPI package coming soon — the install command will simplify to:
# pip install guava

# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."
Step 02

How it's built

Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.

01

Imports

Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
02

Agent setup

set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.

example.py
class ClaimsStatusBot(guava.CallController):
    def __init__(self, claimant: str, claim_number: str, status: str, next_step: str):
        super().__init__()
        self.set_persona(
            organization_name="Keystone Insurance Claims",
            agent_name="Drew",
        )
        self.set_task(
            objective=f"Update {claimant} on the status of claim {claim_number}",
            checklist=[
                f"Greet {claimant} and confirm claim number {claim_number}.",
                guava.Say(f"Current status: {status}. Next step: {next_step}."),
                guava.Field(
                    key="has_questions",
                    field_type="bool",
                    description="Does the claimant have any questions about the status or process?",
                ),
                guava.Field(
                    key="additional_documents_available",
                    field_type="bool",
                    description="Does the claimant have any additional documents to submit?",
                ),
                guava.Field(
                    key="preferred_update_method",
                    field_type="choice",
                    description="Preferred method for future status updates",
                    choices=["phone call", "text message", "email", "online portal"],
                ),
                "Provide adjuster direct line and expected resolution timeline.",
            ],
            on_complete=lambda fields: print(f"Status update call complete for claim {claim_number}"),
        )

guava.dial(
    controller=ClaimsStatusBot,
    controller_args={
        "claimant": "Teresa Bloom",
        "claim_number": "CLM-2024-88421",
        "status": "under review by adjuster",
        "next_step": "property inspection scheduled for Thursday",
    },
    to=os.environ["CLAIMANT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)

Platform performance

<1s

Response time

99.99%

Uptime SLA

13+

Industries served

Step 03

Full example

The complete file — copy it, save it as example.py, and run it.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os

class ClaimsStatusBot(guava.CallController):
    def __init__(self, claimant: str, claim_number: str, status: str, next_step: str):
        super().__init__()
        self.set_persona(
            organization_name="Keystone Insurance Claims",
            agent_name="Drew",
        )
        self.set_task(
            objective=f"Update {claimant} on the status of claim {claim_number}",
            checklist=[
                f"Greet {claimant} and confirm claim number {claim_number}.",
                guava.Say(f"Current status: {status}. Next step: {next_step}."),
                guava.Field(
                    key="has_questions",
                    field_type="bool",
                    description="Does the claimant have any questions about the status or process?",
                ),
                guava.Field(
                    key="additional_documents_available",
                    field_type="bool",
                    description="Does the claimant have any additional documents to submit?",
                ),
                guava.Field(
                    key="preferred_update_method",
                    field_type="choice",
                    description="Preferred method for future status updates",
                    choices=["phone call", "text message", "email", "online portal"],
                ),
                "Provide adjuster direct line and expected resolution timeline.",
            ],
            on_complete=lambda fields: print(f"Status update call complete for claim {claim_number}"),
        )

guava.dial(
    controller=ClaimsStatusBot,
    controller_args={
        "claimant": "Teresa Bloom",
        "claim_number": "CLM-2024-88421",
        "status": "under review by adjuster",
        "next_step": "property inspection scheduled for Thursday",
    },
    to=os.environ["CLAIMANT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)
Step 04

Run it

Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.

terminal
python example.py
Get Started