Automate Insurance Client Onboarding Without the SaaS Lock-In

We start by mapping your actual onboarding workflow -- how submissions really arrive, who touches them, what systems they enter, and where delays happen. Using AI-driven interviews, we capture details that process documents miss. Then we design a system specific to your intake channels, validation rules, and system connections. We build a custom AI agent that reads submission documents -- applications, statements of value, loss runs -- extracts structured data, cross-checks against internal and external sources (like state licensing databases), and flags exceptions for human review. The system connects to your policy admin, CRM, and document storage via API. We deploy using our internal tooling, which speeds up development and testing. You get a working system built for your workflows, not a generic platform you have to adapt to.