Policy Service Endorsements Workflow
Streamlines policy change requests like address updates, beneficiary changes, or coverage modifications.
Policy Service Endorsements Workflow
Service requests are submitted digitally and categorized by AI. If within bounds, changes are automatically applied to the policy and confirmation is sent. Human review is invoked only for exceptions or complex cases.
- Service request submitted via portal or chatbot
- AI classifies request and validates eligibility
- Changes applied to policy record
- Confirmation sent to the customer
Business Impact
- Change requests resolved 70–80% faster
- Instant confirmation for standard requests
- Reduces ticket volume for service teams
- AI handles routine updates at scale
- Zero manual entry errors in policy updates
- Full audit trail maintained for all changes
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