Automate end-to-end case workflows across multiple systems
AI agents navigate underwriting, claims and new business processes, gathering requirements, prioritizing tasks and generating pre-populated communications independently.
You face compounding operational drag that erodes margins and slows response to market changes.
Staff spend hours on repetitive tasks like gathering medical requirements, chasing advisors for documents and reconciling data across systems.
With no single source of truth, teams lack visibility into case status, compliance exposure and operational performance across the policy lifecycle.
When product or compliance changes take months instead of days, you lose market share to digitally native competitors who can move faster.
Pre-built agentic AI workflows that automate underwriting, claims, and new business, deployed in weeks, not months.
AI agents navigate underwriting, claims and new business processes, gathering requirements, prioritizing tasks and generating pre-populated communications independently.
AI agents evaluate options and make contextual decisions while maintaining full audit trails and risk controls. Human-in-the-loop design gives your teams complete control over the agentic workflows.
Users have the ability to choose from a breadth of available LLM models based on task complexity, so you can get the right balance of performance and cost for every AI agent and workflow.
Your team stays in control at every stage — no black boxes, no IT bottlenecks.
Use insurance-specific templates to define what each AI agent does, from pending requirements to claims triage. No custom code required.
Configure workflow steps, decision rules and compliance guardrails. Set AI agents to run fully automated, semi-automated or with human approval gates.
Validate AI agent behavior before production. Monitor performance with real-time dashboards showing consistency, drift and KPIs.
AI agents analyze pending requirements through APIs, translate technical inputs into plain language, and generate pre-populated communications with prioritized task assignments.
AI agents validate applications, verify advisor licensing, identify missing documents, and flag risk factors — ensuring consistent application of business rules without manual review.
Accelerate PAS modernization with AI that analyzes client documentation, extracts requirements and generates user stories in real time. By automating discovery and validation, Equisoft reduces project initiation from eight weeks to three—improving accuracy and accelerating time-to-market.
75%
less time
processing manual requirements
80%
less time
preparing good-order checks
70%
reduction
in IT dependency for product management
All fields required*
