Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, our RPA Bots elevate your brokerage with unparalleled automation. Explore the future of insurance operations.Book a demo
We transform insurance brokerages and agencies by harnessing the power of robotic process automation – software robots. These digital colleagues:
Implement the RenewalAssist Bot to reduce policy backlogs, enhance customer retention, and repurpose your team’s time by swiftly reviewing policies and proactively assisting at-risk clients.
Carrier portal transfers
Extracting vital info from Quotes and Apps, it seamlessly transfers details to the carrier portal, completes the Quote/Issue sequence, and sets policy suspense for brokers—maximizing efficiency and reducing manual workload.
Your data reconciliation expert. Effortlessly cross-reference Carrier Claim Reports with your BMS data, ensuring precision, saving time, and optimizing claims management. Goodbye to discrepancies, hello to efficiency.
Efficient data acquisition
LossHistory Bot automates loss history and motor vehicle report retrieval. It reads request data, submits, assigns charges, and imports reports to your BMS, streamlining underwriting data retrieval.