AI Agents

Context

Built for insurance, this agent sits in the Policy onboarding stack and is used when activating new policies across personal and commercial lines. Typical scenarios include new applications submitted via web or agent-assisted channels, mid-process remediation where core ID fields are missing or inconsistent, and bulk migrations where evidence needs to be captured cleanly before issuance.

What it does

The agent reads the submitted application pack and extracts the insured’s core identity and policy-relevant details, normalizing fields such as full name, DOB, national ID/tax ID, contact details, and declared attributes from the application. It validates the presence and readability of required documents (for example, application form, ID proof, residency/tax evidence), maps the results into your policy onboarding data model, and attaches line-level evidence so reviewers can confirm any field directly against the source page.

Core AI functions

Document type detection routes pages to the right extraction templates; OCR and entity extraction target identity and application-specific fields; normalization aligns formats (dates, IDs, names); confidence scoring highlights low-certainty fields; and cross-document checks catch mismatches between the application and supporting IDs. Exceptions are raised with precise prompts so the process can continue without rework.

Problem solved

Manual keying and ad-hoc checks on policy applications slow onboarding and introduce errors. Incomplete or unreadable documents trigger back-and-forth with customers, and missing evidence creates late-stage issues at issuance.

Business impact

Onboarding moves faster with fewer data-entry mistakes, policy files are complete on the first pass, and reviewers spend time on underwriting judgment rather than chasing documents. Downstream teams gain a clean, auditable record with field-level lineage, reducing rework and complaints at issuance.

Integration and adjacent use cases

Integration is light: the agent ingests documents from your portal, agent capture, email, or DMS and writes structured fields into the onboarding/orchestration layer or policy admin; no changes to cores are required, and exceptions route to existing queues.

Common pairings include:

• Beneficiary & nominee validator (to confirm identities, relationships, and percentages),

• Risk profile & disclosure analyzer (to evaluate disclosed conditions and missing items),

• Product suitability & match validator (to check fit against risk profile and objectives),

• Policy terms cross-check agent (to reconcile riders/limits/exclusions), and

• Jurisdictional compliance agent (policy) (to apply local disclosures and requirements).