Third-party administrators (TPAs)
Insurance agencies and distribution partners

Claims processing and customer operations teams
Revenue Operations
AI agents support the entire revenue funnel from first interaction to ongoing policy servicing at every stage.
payment-related queries.
Claims Operations
AI agents work with TPAs & claims teams to reduce friction, ensuring claims are submitted once, correctly, and without rework before underwriting review.
Customer Operations
AI agents handle high-volume service interactions so human teams can focus on complex cases and resolution.
efficiently at scale.
Client data is not used for training
Your claim data, policy documents, and conversations remain private and isolated, always secure and customer-controlled.
Firm-level data isolation
Each customer environment is logically isolated to prevent cross-tenant access and data leakage.
Audited and tested regularly
Your claim data, policy documents, and conversations remain private and isolated, always secure and customer-controlled.
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