Automatic Routing
Sending the request to the correct underwriter based on expertise.
Use Case
Underwriting automation solution
Underwriting is a complex, time-sensitive process that requires expertise and knowledge
AgentricAI helps underwriters to process more quote requests, extract relevant data more accurately, quicker and populate them automatically in the right format, making your underwriters superhuman. Our system also learns based on your previous data and underwriting patterns, and prioritises the quote request you’re most likely to underwrite and win.
Finally, the communication with your clients and brokers becomes seamless. Missing information is automatically detected and an email is compiled by our system. All the underwriter needs to do is review and verify it’s contents before sending on - always keeping them in the loop.
Finally, the communication with your clients and brokers becomes seamless. Missing information is automatically detected and an email is compiled by our system. All the underwriter needs to do is review and verify it’s contents before sending on - always keeping them in the loop.
Transforming underwriting processes with AgentricAI
01
02
AI Triage
Automatic triaging and reviewing the completeness of the documentation.
03
Data Extraction
Extracting the key information from the documentation and moving it into necessary forms/systems.
04
Broker & Reinsurer interaction
Automatically providing a summarised email to the broker/client requesting missing information and reinsurers for risk sharing.
05
System Integrations
Integrating with existing systems (CRM, underwriting systems, 3rd party, etc,) to automatically populate and retrieve data.
06
Quote and Policy Write-up
Assisting with writing the quote and policy documentation based on previous documentation
Let’s talk insurance
Have a question, idea, or specific request? We're all ears and eager to help. Reach out to us, and we'll be delighted to assist you.
