Insurance
Insurance Submission Triaging
Manual submission triaging is cumbersome and time-consuming, which results in high Quote Turnaround Time and loss of customer. Use AI-powered automations for submission triaging and ensure that the quote is sent to the broker/applicant quickly and with fewer errors.
How it works
Reduce Quote Turnaround Time on Insurance Submissions by 90% with the magic of AI
Step 1
Use AI to monitor the mailbox for new submissions and collate all the documents
Step 2
AI checks the submission as per set parameters and asks for more info, if required
Step 3
AI generates the quote and sends it to the underwriting team for approval
Step 4
AI sends the quote and other relevant documents to the broker/applicant
Step 5
advanced features
Everything You Need From A Business Process Automation Platform
Merge data from different sources in 1 place
Combine data from different SaaS tools, databases and create your process triggers.
Build automations without any coding
Use drag-and-drop builder to map complex processes without engineering help.
AI executes all manual processes and SOPs
AI executes most of the steps in the process (extracting data, sending emails,, etc.)
Assign humans to provide input and approvals
Your team remains in control providing inputs and approvals at key stages of the process.
Integrate into your existing processes
No need for your team to learn a new tool. Do everything via Slack, Zendesk, Salesforce, etc.
Be assured that your data is secure
Your data is visible to no one outside your company. We’re SOC II, HIPAA and GDPR compliant.
Workflows for Every Process
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