Production-ready AI Agents for Insurance
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Policy Onboarding
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.
AI Agents
Insurance
Policy Onboarding
Jurisdictional Compliance Agent
Applies local regulatory requirements and disclosures for the policy.
Insurance
Policy Onboarding
Policy Terms Cross‑Check Agent
Cross-checks policy terms, riders, limits, and exclusions across documents.
Insurance
Policy Onboarding
Product Suitability & Match Validator
Checks that selected product fits customer risk profile and objectives.
Insurance
Policy Onboarding
Risk Profile & Disclosure Analyzer
Evaluates disclosed conditions/activities and highlights missing or risky disclosures.
Insurance
Policy Onboarding
Beneficiary & Nominee Validator
Validates beneficiary/nominee identities, relationships, and percentages.
Insurance
Policy Onboarding
Identity & Document Extractor for Policies
Extracts insured identity data and validates policy application documents.
Resources
Bucharest
Charles de Gaulle Plaza, Piata Charles de Gaulle 15 9th floor, 011857 Bucharest, Romania
San Mateo
352 Sharon Park Drive #414 Menlo Park San Mateo, CA 94025
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