Property and Casualty Automation Software

Omnichannel P&C customer interactions streamlined with Intelligent Automation
See it in Action

P&C Insurance

From Marketing to Claims, automate your entire customer experience with AI-powered micro-engagements

Insurance Career or Broker

  • Product brochures
  • New offering campaigns
  • Pricing updates
  • Target account guidelines
  • Schedule call with underwriter
  • Email identification
  • Risk details validation
  • Missing data request
  • Interface to policy system
  • Deliver quote proposal
  • Trigger issuance
  • Deliver policy document
  • Process change requests
  • Initiate renewals & audits
  • Send loss prevention alerts
  • Deliver invoice
  • Offer payment reminders
  • Facilitate EFT enrollment
  • Provide commission alerts
  • FNOL
  • Claim acknowledgement
  • E-authorizations
  • Provider network introductions
  • Claim status updates
  • Missing info requests

Empower digital self-service for your customers across all channels, conversations, and documents with AI-driven workflow automations

Schedule Calls
From sales calls to claims updates, streamline your customers’ process for communicating their needs to you
Marketing
Offer prospects, customers, agents and brokers easy access to new product information, pricing updates and account guidelines
Quote & Policy
Accelerate the process to win and retain business including handling application forms and spreadsheets
FNOL
Provide a digital claim reporting experience including losses reported via email, with automated outreach to securely gather needed documents and information
Claims
Keep customers engaged on process expectations for claims with proactive status updates via SMS or email
Billing & Payments
Facilitate direct deposit and EFT enrollment and offer convenient payment reminders; accept payments and invoice customers
Workflow Builder
Our no-code solution allows business users to create their own customer journeys and deploy AI capabilities with a single click
Omnichannel Approach
Meet your customers in their preferred channels without spending critical funds on new technology for each channel

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Property & Casualty Customer Experience Automation™ Guide

Maximize agility across the insurance journey with AI-powered Micro-Engagements™
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