Sales and quotation

Brokers and agents

Policy management and renewals

Claims management

Invoicing

Sales, Quotation, Client servicing

• Predictive Lead Scoring

• Straight-Through Processing (STP)

• Smart Cross-Selling & Retention

  • AI Recommends Relevant Add-Ons

  • Renewal & Churn Prediction

• Automated Follow-Ups

✔ Immediate underwriting and pricing

✔ Larger average policy size from smart bundling

✔ Tailor made customizations and add-ons based on customer profile through smart probing

Buying insurance should be easy, fast and smooth. We help you achieve a more streamlined customer experience with:

Brokers and agents

• Lead Generation & Customer Acquisition

• Personalized Policy Recommendations

• Claims Assistance & Advocacy

• Automated Administrative Tasks

• Competitive Market Intelligence

AI Powered Sales-Coach

Records & analyzes agent-client calls to suggest better pitches, objection handling, and compliance checks.

"You missed 3 chances to discuss critical illness riders in that call. Here’s how to bring it up naturally."

Allianz just reduced their term plan premiums by 12%. Consider a counter with our loyalty discount?"

✔ Finds hidden opportunities through cross-sell opportunities

✔ Work less on admin stuff (automate grunt work)

✔ Earn more (higher conversions + retention)

Policy management, Retention and Renewal

• Automated Policy Issuance & Underwriting

• Intelligent Policy Recommendations & Personalization

• Real-Time Policy Adjustments & Endorsements

• AI-Driven Customer Retention & Renewals

Never Lose Track of a Client

✔ Track renewal dates, claim histories, and triggers with automated renewal request including coverage gaps across all clients.

✔ Pre-empt through client engagement to ensure higher retention

✔ Track market trends and competition behavior and enable prediction of churn or lapse risks

"In two months' time, there will be 34 clients with expiring policies. Initiate client engagement with tailor made proposals for renewals based on their customer profile and claims history.

Prepare consolidated summary of your client profile instantly before meeting with your client

Claims

• Automated Claims Intake & Processing

• Faster Claims Triage & Prioritization

• AI-driven Decision Engines

• Streamlined Settlements & Payouts

Smart Document Processing

✔ Extracts data from photos of receipts, repair estimates, police reports, and records.

✔ Recommendation and decision on payment, whether to request further information, reject or accept claim

A customer uploads photo of a dented car → Estimates of repair cost in minutes.

Payment operations

• Automated invoicing

• Reconciliation

• Payment reminders

• Fraud detection

Smart Payment Reconciliation

✔ Match payments to Invoices

✔ Flags discrepancies (underpayments, overpayments, fraud) in real time.

✔ Automated Follow-Ups for Late Payments

✔ Automatically links bank deposits, UPI, and credit card payments to the correct policy.

"Alert: $12,500 payment from Customer X doesn’t match any open invoice. Possible reasons: Underpayment, fraud, erroneous payment. Find out more."