Life Insurance Process Automation
True process automation begins by ending the manual chase for client documents. Accelerate underwriting by automating the collection and validation of every required file.
Automate Document Collection →Why Life Insurance Teams Automate Document Collection
Our platform is purpose-built to solve the unique document challenges of life insurance underwriting, from initial application to policy issuance.
AI-Powered Document Validation
Automatically analyze client documents like IDs and financial statements for authenticity, expiration, and completeness, ensuring compliance and reducing manual review time.
Automated Client Follow-Up
Eliminate the back-and-forth. Our system automatically sends reminders to end-clients via email and WhatsApp for any missing or invalid documents, keeping the application process moving.
Real-Time Application Tracking
Gain complete visibility into every application. Track the status of each end-client and individual document in one central dashboard, so you always know what's needed next.