Your AI Policy Servicing Teammate handles endorsements, renewals, cancellations, and policyholder inquiries across every channel — reducing servicing costs by 45% while improving response times and accuracy.
From endorsement requests to renewal processing, your AI teammate handles the full servicing lifecycle with speed and accuracy.
Receives endorsement requests, validates coverage changes, calculates premium adjustments, and processes modifications — all without manual intervention.
Proactively identifies upcoming renewals, gathers updated risk data, prepares renewal offers, and manages the entire renewal workflow end-to-end.
Processes cancellation requests, calculates return premiums, manages reinstatement eligibility, and handles all associated documentation.
Answers coverage questions, provides policy documents, explains billing details, and resolves inquiries across phone, email, chat, and portal.
Generates certificates of insurance, policy declarations, endorsement confirmations, and other documents on demand — instantly.
Manages policyholder communications across email, portal, chat, and phone — maintaining a unified conversation history for every interaction.
Designed for the executives and managers responsible for policyholder experience, servicing costs, and operational throughput.
Operations leaders who need to reduce servicing costs, improve turnaround times, and handle growing policy volumes without proportional staff increases.
Executives driving digital transformation who need to modernize servicing operations with measurable ROI and minimal disruption.
CX leaders who need faster resolution, consistent service quality, and 24/7 availability to improve policyholder satisfaction and retention.
AI Policy Servicing directly displaces high-volume, repetitive servicing tasks — freeing staff for complex cases.
Every AI Policy Servicing deployment is benchmarked against the metrics that matter most.
Reduce per-transaction cost by automating endorsements, renewals, and routine inquiries.
Policyholder inquiries resolved in under 2 minutes across all channels.
Proactive renewal management and timely outreach improve retention rates.
80% of routine servicing requests handled end-to-end without human intervention.
Faster response times and 24/7 availability drive measurable satisfaction gains.
AI-driven endorsement and renewal processing with near-perfect accuracy.
Your AI teammate integrates with the policy admin and CRM systems you already use.
Native integration for endorsement processing, renewal management, and policy lifecycle orchestration.
Bi-directional sync for policy changes, premium calculations, and document generation.
Integrates with Salesforce, Microsoft Dynamics, and contact center platforms for unified policyholder management.
Monitors shared inboxes, policyholder portals, and chat channels for incoming servicing requests.
Connects to billing platforms for premium adjustments, payment processing, and account reconciliation.
RESTful APIs and configurable webhooks for any system not covered by out-of-the-box connectors.
A structured, phased deployment that delivers measurable results from the first sprint.
Every decision is auditable. Every action is governed. Built for regulated insurance environments.
Complex endorsements and exceptions route to experienced staff. AI handles volume — humans retain authority.
Full audit trails, role-based access control, and compliance logging for DOI examinations.
AES-256 encryption, data residency controls, and configurable retention policies for every jurisdiction.
Connects to Guidewire, Duck Creek, Majesco, and custom PAS via secure APIs and RPA bridges.
See measurable results — lower servicing costs, faster response times, and improved retention — within your first month.