Insurance workflows, automated end to end.
Agents take claims from first notice to payout, handle policy changes and renewals, and recover premium, while your adjusters keep the decisions that need them.
Automated end to end
What agents take on in insurance.
Each area runs end to end: from the moment the work arrives to the moment it is resolved and recorded, across every system it touches. Your people step in only where you decide.
- 01
Policyholder support
Coverage, billing and policy requests resolved without a queue.
- Coverage and billing questions
- Policy changes
- Certificates and documents on request
- Vulnerable customers routed to a person
- 02
Claims
From first notice of loss to payout.
- First notice of loss in one call
- Assessor and repair visits booked
- Policyholder updates at every step
- Recovery from liable insurers
- 03
Sales, underwriting & renewals
Win and keep the book.
- Risk and identity checks
- Personalised quotes in real time
- Renewals ahead of expiry
- 04
Payments & compliance
Premium recovered, decisions audit-ready.
- Failed payments recovered
- Payment plans
- Fraud and liability checks
- Audit-ready records
Examples
How a case runs, step by step.
Each agent follows a workflow from request to result, across your systems, and knows when to bring in a person.
- First notice of loss
A customer reports a car accident
- Call in
- Policy: check cover
- Claims: open file
- Assessor booked
Unusual or high-value claims go to an adjuster.
- Claims
Photos and invoices arrive for a claim
- Documents in
- Matched to the claim
- Checked against the policy
- Settlement proposed
Settlements above your limit need sign-off.
- Policy changes
A customer adds a driver
- Email in
- Policy: update details
- New premium quoted
- Documents sent
Changes that affect cover need the customer’s confirmation.
Systems
Works with the systems you already run.
Agents connect through secure, permission-based connectors, or through the screen where there is no API. Your systems stay the source of truth.
- Policy administrationPolicies, cover and premiums
- Claims systemClaims, reserves and payments
- CRMCustomers and brokers
- TelephonyCalls, queues and transfers
- DocumentsForms, photos and invoices
Any other tool with an API connects the same way, including your own in-house systems, and legacy systems without one through computer use.
Control
In control at every step.
Each claim keeps a complete trail of what was checked and why, ready for review or dispute.
Your agent
Your data stays yours
Encrypted in transit and at rest. You decide where it is stored and how long it is kept.
Access by role
Agents only see and do what their role allows, through your existing sign-in.
Run where you need
In our cloud, in yours, or in a private environment.
Every action on the record
Each step is logged with what the agent saw, what it did and why.
People approve what matters
Choose which actions need a person, by amount, risk or customer.
Rules in plain language
Write your policies once. Every agent follows them.
Other industries
Get started
Start with any workflow in insurance.
Tell us about the work that slows your teams down. We will show you an agent doing it, in your systems.
Get in touch