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Insurance

Policy Onboarding

Activate policies cleanly and fast with our stack of 6 AI agents

Meet our stack of six AI agents ready to positively impact your policy onboarding flows.

Activate policies cleanly and fast. Agents extract insured identity and validate application documents, confirm beneficiary and nominee identities, relationships, and percentages, evaluate disclosed conditions and activities and surface missing or risky disclosures, check that the selected product fits the customer’s risk profile and objectives, cross-check terms, riders, limits, and exclusions across documents, and apply local regulatory requirements and disclosures for the policy.

Business impact: onboarding moves faster with fewer data-entry errors, policy disputes and rework drop, pricing improves with better risk capture, complaints fall and retention rises, issuance errors and last-minute endorsements are reduced, and compliance risk at issuance is contained.

AI Agents in this stack include:

  • Identity & document extractor

  • Beneficiary & nominee validator

  • Risk profile & disclosure analyzer

  • Product suitability & match validator

  • Policy terms cross-check agent

  • Jurisdictional compliance agent.

Deploy AI agents within weeks

Menlo Park

352 Sharon Park Drive Menlo Park, CA 94025


Bucharest

Charles de Gaulle Plaza, Piata Charles de Gaulle 15 9th floor, 011857 Bucharest, Romania

© 2025 FlowX.AI Business Systems

Deploy AI agents within weeks

Menlo Park

352 Sharon Park Drive Menlo Park, CA 94025


Bucharest

Charles de Gaulle Plaza, Piata Charles de Gaulle 15 9th floor, 011857 Bucharest, Romania

© 2025 FlowX.AI Business Systems

Deploy AI agents within weeks

Menlo Park

352 Sharon Park Drive Menlo Park, CA 94025


Bucharest

Charles de Gaulle Plaza, Piata Charles de Gaulle 15 9th floor, 011857 Bucharest, Romania

© 2025 FlowX.AI Business Systems