Workflows
Choose a use case, customize it if needed, and go live with AI agents doing the heavy lifting—no tech team required.
Policy Underwriting Automation Workflow
Automates insurance underwriting—collecting applications, assessing risk, generating quotes, and issuing policies with minimal manual effort.
Regulatory Report Generation Workflow
Automates periodic compliance reporting—aggregating financial data, validating figures, and generating regulator-ready reports.
Client Onboarding & Compliance Workflow
Automates end-to-end onboarding of new wealth clients—capturing KYC, verifying documents, profiling investment suitability, and opening accounts.
Policy Service Endorsements Workflow
Streamlines policy change requests like address updates, beneficiary changes, or coverage modifications.
Fraud Alert Investigation Workflow
Automates fraud detection and investigation—monitoring transactions, enriching alerts, guiding decisions, and filing reports.
Continuous Loan Risk Monitoring Workflow
Monitors borrower activity post-loan to detect early risk, trigger intervention, and reduce defaults.
Meet Your New AI Workforce.
Each agent is trained for a specific role — ready to plug into your workflows and deliver results.
