Endorsements & Renewals
Receives the endorsement request, extracts the change with vision, validates it against the product rules and runs it in the CBS with receipts and endorsed policy.
THE CONTEXT
The endorsement takes days and jams the issuance desk
Every change to a live policy creates an endorsement, the insurer's most frequent process. The intermediary sends the request and waits five to seven days for the endorsed policy and receipts. They are 70% of the issuance backlog and manual capture miscalculates the premium.
THE SOLUTION
An endorsement that runs in hours, not in days
The agent receives the request on any channel, extracts the change with vision and validates the product rules. If it clears with confidence, it runs it in the CBS, recalculates the premium and generates receipts. Whatever falls out it escalates to the analyst.
This is how an endorsement runs — in real time.
Receives by email, portal and WhatsApp, extracts and validates the change, runs it in the CBS with receipts and updates the policyholder's master file.
KEY CAPABILITIES
What the agent resolves on every endorsement
Intake and classification
Receives the request by email, portal or direct channel and identifies the endorsement type and policy on its own, with no manual sorting.
Vision extraction
Reads the request, free text, form or ID, extracts the change with vision models and assigns a confidence score before moving any further.
CBS execution
When the change clears the rules with confidence, it applies it in the CBS, recalculates the premium and generates the policy and receipts.
Package to the broker
Sends the broker the full package, endorsed policy, confirmation and receipts, and closes the case with no capture on the green ones.
Before / After
The endorsement stops being a days-long task and runs on its own in hours.
Five to seven days per change
Manual premium capture
Backlog piled on the desk
System Integrations
Connects to what the resolution desk already uses
Receives by email, portal and WhatsApp, extracts and validates the change, runs it in the CBS with receipts and updates the policyholder's master file.
FAQs
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