Process Automation for Insurance Brokers
True process automation starts by eliminating manual paperwork. Stop chasing end-clients for policy applications and claim forms, and start automating your core workflows with automated document collection.
Request a Demo →Why Top Insurance Brokers Automate Document Collection
Our platform is purpose-built to handle the unique document challenges of insurance brokers, from new client onboarding to complex claims processing, ensuring compliance and speed.
AI-Powered Document Validation
Automatically analyze client submissions to validate their authenticity, check for expirations on IDs, and ensure all required forms and signatures are complete for new policies or claims.
Automated Client Follow-Ups
Eliminate manual reminders. Our system automatically messages end-clients via email and WhatsApp, notifying them exactly which documents are still outstanding to complete their file.
Real-Time Status Tracking
Gain complete visibility into your pipeline. Track the status of each end-client and every individual document, instantly knowing what's been approved, what's missing, and why.