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Your path to TRANSFORMATION for

Insurance Carriers, Brokers & Agents

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Build customer loyalty across every interaction. Every time.

Enhance customer satisfaction, improve productivity, and reduce costs with AI-powered analytics and automation designed for carriers, brokers, and agents.

Personalized experiences

When you understand your clients personally, you build loyalty. Gain a holistic view from initial inquiry to policy to claim and deliver more personalized experiences for every customer, every time.

Automated actions

Eliminate manual processes and automate workflows across client onboarding, claims processing, customer service, and fraud detection, all without replacing the technology you are already using.

Intelligent insights

So much information about your customers exists in different systems and siloed databases. Bring it all together with AI-powered insights that go beyond reports to deliver valuable business intelligence.

Trusted and secure

Tested and proven against the most rigorous security and compliance standards required by insurance carriers, brokers and agents, and more for solutions that provide peace of mind and full compliance.

See how AI-powered analytics and automation can work for your business with a free proof-of-concept today!

Leverage your existing systems to understand more about your customer from a single view.

Your clients see you as a single insurance organization, but too often you see your customers through multiple lenses. Individual departments, siloed databases, and separate processes. That breaks down the customer experience and increases the risk of customers choosing your competitor.

What if you could gain a holistic view of every interaction and touchpoint? From the front line contact center to individual branch data to back-office information, without having to replace the systems you're already using.

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Apply the power of analytics and automation  to increase satisfaction, improve productivity and reduce costs

Underwriting and Quotes

Assess vast amounts of data to identify risk factors accurately. Streamline the process by quickly generating quotes based on predetermined criteria, reducing manual effort and required resources.

Claims Processing

Analyze interactions and automatically flag potentially fraudulent claims by detecting unusual patterns and expedite claims processing to minimize delays and reduce the likelihood of leakage.

Accuracy & Reliability

Eliminate manual effort that can lead to data errors with automated tools that can perform data cleansing, ensuring reliable information for decision-making and data validation.

Risk Management

Gather insights into emerging risks and trends, allowing carriers to proactively adjust strategies. Monitor risk exposure and automatically issue alerts for potential threats or fraud.

Standardized Processing

Ensure consistent processes  and adherence to guidelines with automated, predefined rules and workflows, reducing errors and increasing efficiency. Proactively notify clients throughout the process.

Data Migration

Automate data migration processes from legacy systems to new technology and platforms, ensuring a smooth transition for agents, brokers, carriers and customers, while minimizing disruptions.

Customer Service

Utilize intelligent virtual agents to offer instant responses to routine inquiries and self-service options to optimize service quality and free up resources to handle more complex customer interactions.

Insurance Processing

Analyze and automatically assess property value, location-based risks, and historical data to determine accurate premiums and simplify policy issuance and renewals to reduce costs.

Policy Management

Automate the process for clients through the onboarding, ensuring all necessary information is collected. Streamline the cancelation procedure while adhering to regulatory requirements.

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Unique Customer Success Program

We Make Our Solutions Work for You!

  • Free consultation to identify areas of improvement.

  • Try before you buy with our no-obligation Proof-of-Concept (POC) program and demonstration of ROI.

  • Free 30-day hands-on operation assistance to on-board your team and ensure our solution is optimized to meet your needs.

Request a One-on-One Consultation

Discuss your specific challenges with one of our experts. 

In less than 30 minutes, you will learn how automation can transform your insurance functions.

There is no cost or obligation.

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