Insurance
Insurance Workflow Automation
Automate policy issuance, claims processing, renewals, and agent management workflows. Build flexible workflows that work for all insurance types—Life, Health, Motor, Property, and more.
Manage thousands of policies, process claims efficiently, ensure timely renewals, and maintain compliance. Automate document collection, customer communication, and payment processing to focus on customer service and business growth.
Key Capabilities
Build workflows that handle every aspect of your insurance processes with these powerful capabilities.
Policy Issuance & Onboarding
Automate new policy applications, customer onboarding, underwriting, and policy document generation workflows.
- •New policy application workflows
- •Customer KYC and document collection
- •Underwriting review and approval
- •Policy document generation and delivery
- •Premium payment collection
- •Policy activation workflows
Claims Processing
Streamline claim intake, investigation, verification, and settlement with automated workflows and multi-level approvals.
- •Claim intake and documentation
- •Investigation task assignment (surveyor, medical examiner)
- •Document verification workflows
- •Multi-level approval processes
- •Settlement calculation and payment processing
- •Claim status tracking and notifications
Policy Renewal Management
Automate renewal reminders, health checkups, premium collection, and policy updates with scheduled workflows.
- •Automated renewal reminders (30/15/7 days before expiry)
- •Health checkup scheduling (for health/life insurance)
- •Premium payment collection workflows
- •Policy update and modification tasks
- •Renewal confirmation and documentation
- •Lapse prevention workflows
Agent & Broker Management
Manage agent onboarding, commission calculations, performance tracking, and training workflows.
- •Agent/broker registration and KYC
- •Commission calculation and payout workflows
- •Performance tracking and reporting
- •Training and certification management
- •Agent portal access and workflows
- •Sales target tracking
Document Management
Collect, verify, and securely manage insurance documents. Create document templates with placeholders to auto-generate letters and reports. Includes medical reports, vehicle inspections, and property valuations.
- •Medical report collection (health/life insurance)
- •Vehicle inspection reports (motor insurance)
- •Property valuation documents (property insurance)
- •Income proof collection (term insurance)
- •Claim supporting document management
- •Secure document storage and sharing
Communication & Customer Follow-ups
Automate customer communication via WhatsApp, Email, and SMS for policy updates, renewals, claims, and payment reminders.
- •WhatsApp, Email, SMS integration for customer communication
- •Automated renewal and payment reminders
- •Claim status update notifications
- •Policy document sharing via multiple channels
- •Customer service workflow automation
- •Template-based messaging for all insurance types
- •Configured directly in workflows via integrations
Payment Processing
Automate premium collection, claim settlements, and commission payouts with payment gateway integration and UPI support.
- •Premium payment collection workflows
- •Payment gateway integration
- •UPI QR code generation for payments
- •Claim settlement processing
- •Commission payout automation
- •Payment receipt generation and sharing
Compliance & Regulatory Reporting
Track IRDA compliance, generate regulatory reports, manage audits, and handle grievance workflows.
- •IRDA compliance tracking workflows
- •Quarterly/annual regulatory reporting
- •Audit preparation and documentation
- •Grievance handling workflows
- •Compliance status monitoring
- •Regulatory deadline management
Analytics & Reporting
Generate comprehensive reports on policies, claims, agent performance, and business metrics with real-time analytics.
- •Policy portfolio analytics
- •Claims ratio and settlement reports
- •Agent performance dashboards
- •Revenue and premium tracking
- •Customer retention metrics
- •Custom report generation
Example Workflow
Visualize how workflows can be structured for your insurance processes.
Insurance Claims Processing Workflow
Integration Possibilities
Connect your existing tools and platforms to streamline your workflows.
Ready to automate your insurance workflows?
Start building workflows that transform your business processes.