Preserve the distinction
Separate a training example from an approved operating instruction or decision.
Them AI for Insurance
Give the next colleague context they can verify.
Insurance teams need to distinguish a documented process from an interpretation that still needs review. Them AI supports shared knowledge discussions using synthetic examples and approved non-sensitive training material, with people responsible for the conclusions.
Mac-only for now. Free during the beta (invite-only).
Training clarificationShared room
You with your team
What belongs in a claims-intake training handoff?
Them AI with company contextInclude the source document, missing fields, clarification questions, and named reviewer. Keep intake completeness separate from coverage assessment: this training handoff organizes information for an authorized person to review.
↗ Synthetic training scenarioReview with Training lead
After human approvalQuestion and reviewed clarification
A useful record for the next person.
Illustrative workflow. Not a live conversation.
The work gets better when the context stays.
Good judgment belongs
with the whole team.
Keep the question visible
Name the owner of an unresolved interpretation instead of filling the gap.
Reuse a reviewed explanation
Give new colleagues a source they can inspect and a person to ask.
In the day-to-day
Work your team can bring to Them AI.
Start with the question. Keep the source. Make a person responsible for what comes next.
Insurance room Example 01
What should a trainee record when information is missing?
List the missing fields and where the available information came from. Assign the clarification question to the reviewer instead of completing the training record with an assumption.
↗ Synthetic learning noteReview a training question
Use a synthetic scenario to identify where an explanation is incomplete. The training owner reviews the source and decides which clarification belongs in the shared reference for colleagues.
See how the workflow fits
- Bring
- Synthetic training scenario
- Review
- Training owner checks explanation
- Keep
- Reviewed learning note
Insurance room Example 02
Who owns clarification after the intake handoff?
The intake reviewer owns clarification. The trainee records received material and open questions; sending the handoff does not mark the review complete or establish a claim outcome.
↗ Synthetic claims-intake handoffClarify a claims-intake training handoff
Discuss the responsibilities in a synthetic claims-intake handoff. Separate receiving information from having authority to decide, and keep the named escalation point beside the explanation of each step.
See how the workflow fits
- Bring
- Synthetic claims-intake training checklist
- Review
- Process lead checks responsibilities
- Keep
- Sourced responsibility note
Insurance room Example 03
Why do these references describe different completion points?
One passage describes receiving a document; the other describes completing a review. Keep those stages distinct and ask the reference owner to confirm the wording used in training.
↗ Synthetic reference reviewResolve conflicting training references
Bring two inconsistent training passages into one discussion. Ask the reference owner to resolve the difference before a draft explanation becomes material another colleague might rely upon.
See how the workflow fits
- Bring
- Public or approved training references
- Review
- Reference owner confirms current wording
- Keep
- Reviewed clarification with sources
Insurance room Example 04
How should a new colleague raise an unclear instruction?
Send the training owner the source passage, the step you are trying to understand, and the unresolved question. Keep their approved clarification beside the original training reference.
↗ Synthetic role referencePrepare a colleague's first questions
Choose the recurring questions for one internal role. Use approved non-sensitive explanations to prepare an onboarding reference, with owners for gaps and boundaries around decisions requiring separate authority.
See how the workflow fits
- Bring
- Reviewed role-training material
- Review
- Role lead checks limits
- Keep
- Owned onboarding reference
These are example workflows to evaluate, not customer results. Connected agents use their own tools; Them AI is the shared context and review workspace.
From useful work to reusable knowledge
The conversation is
only the beginning.
Memory keeps the facts and decisions. Skills keep a way of working. People decide what deserves to become a shared reference.
Meet Rooms and the Collective- 01
Bring the context
Synthetic training scenario
- 02
Make the human call
Training lead reviews the sources and proposed record.
- 03
Keep the method
Training escalation checklist
Make it real
Start with a synthetic training handoff
Choose one explanation and its owner. Check source accuracy and escalation clarity without importing policyholder information. Mac-only for now. Free during the beta (invite-only).
Discuss a design partnership
Before you begin
A few things
worth knowing.
Can Them AI decide coverage or eligibility?
These workflows do not provide insurance, financial, or legal advice or make underwriting, coverage, eligibility, or claims decisions. No compliance certification is claimed.
Can we use real policyholder records?
Begin with synthetic or approved non-sensitive training material pending authority checks. Human access is organization-wide; client-scoped MCP serves own-client plus firm-wide approved knowledge.
What should a useful pilot demonstrate?
That a colleague can locate the supporting explanation, recognize uncertainty, and identify the human who can resolve it.
What does the current beta include?
Shared rooms, memory with sources and review status, reusable skills, and MCP access for connected agents. Mac-only for now. Free during the beta (invite-only). Human room and memory access is organization-wide. Client-scoped MCP feeds restrict agent retrieval to that client's approved records plus approved firm-wide material. Do not treat a room as a private boundary for individual members. Read the access boundaries.
Bring one real workflow
Make the next project
better informed than the last.
Start with a question your team keeps answering. Bring the sources, the people who know, and the decisions worth keeping.
Mac-only for now. Free during the beta (invite-only).