Client Onboarding Agent
Records validated, policy issued.
Records validated, policy issued. Runs the onboarding journey end-to-end, validating records, suggesting suitable cover, and pushing issued documents back to the customer. Every action scored, logged, and reversible.
- Historical data
- Policy & rules
- Reference masters
- Posted transactions
- Drafted communications
- Structured records
Why this work breaks at scale.
Copy, paste, reconcile, repeat, across tools that don't talk. Expensive, inconsistent run to run, and hard to audit later.
What the Client Onboarding Agent does for your team.
Writes a complete audit trail
Every step is timestamped and reversible, giving you 100% coverage for internal review and external audit.
Scores and prioritises
Ranks work by risk, value, and urgency so the queue reflects what actually needs attention first.
Deterministic where it matters
Regulated or high-stakes steps follow fixed, testable workflows, generative help is reserved for drafting and ideation.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Quote, bind, and pay, without the swivel-chair.
Ingest
Pulls in the relevant records and documents the moment they arrive.
Extract & validate
Structures the data and checks it against your rules and reference masters.
Decide or draft
Resolves the routine case or prepares a recommendation for review.
Post & log
Commits the outcome to your system of record with a full audit trail.
- Historical data
- Policy & rules
- Reference masters
- Email & chat
- Posted transactions
- Drafted communications
- Structured records
- Exception flags
Deployed into the systems you already run.
No rip-and-replace. The Client Onboarding Agent connects to your existing insurance tooling and writes back to your system of record.
Deployed for Life insurance onboarding teams — policies delivered faster.
The practical details.
It integrates with the insurance systems you already run, Guidewire, Duck Creek, Salesforce and more, with no rip-and-replace.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
Policy Agent
Plain-language answers on the hardest clauses.
Submission Agent
Broker submissions, triaged in minutes.
Claims Document Intelligence
Reads the bills, estimates, and reports.
Risk & Guideline Validation
Every applicant, checked before you bind.