Interactive Bot

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.
  • Tara is a Smart BOT that supports intelligent underwriting in ways that was not possible before. For example, the BOT can prompt you in real-time about high risk concentration just as you are quoting New Business or tell you that the NB you are quoting was a prior insured with claims.
  • Triggers transaction workflows both from the application and from the BOT, with the BOT becoming the interactive display.


Examples:

  1. The BOT can provide stats on risk concentration on a NB quote.
  2. Displays a disclaimer to be read to the consumer or based on information on an insurance application.
  3. Assist in upselling additional coverages and limits based on data in the insurance application.
  • The BOT can become the foundation and user interface for Machine Learning and AI driven underwriting & workflow.
  • Provides valuable information to a user through Q & A supported by Natural Language Processing (NLP). This feature can become a great training tool to onboard new users or new agents.
  • Built with a two-way integration with the application. The BOT is custom trained specific to a customer and their policy products.

Our truly Integrated,
Multi-Line Insurance Platform Comes With

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Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

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BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

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CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

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CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

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AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

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INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

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EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

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BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

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POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

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PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

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ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

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SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on

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