Policy Document Onboarding
Onboards the policyholder over WhatsApp: receives their documents, reads them with OCR, validates RFC and ID against official sources and opens the file in the CBS.
THE CONTEXT
Policyholder onboarding stalls in scattered paperwork
Every onboarding arrives by email and WhatsApp as loose files. An analyst transcribes the data by hand, chases the missing documents and captures them one by one in the CBS. The process takes days, opens the door to capture errors and delays activating each new policy issued.
THE SOLUTION
A conversational onboarding that captures itself
The agent receives the documents on the channel the policyholder already uses, reads them with OCR and validates RFC and ID against official sources. It spots what is missing and asks at once. Once the file is complete, it records it in the CBS ready to issue.
This is how an onboarding resolves — in real time.
Connects to WhatsApp and email to receive the documents, validates RFC and ID against official sources and records the file in the insurer's CBS.
KEY CAPABILITIES
What the agent resolves on every new onboarding
OCR reading
Reads the ID, proof of address and tax certificate, extracts each field and assigns a confidence score before adding it to the file.
Official validation
Cross-checks RFC and ID against official sources and flags any inconsistent data so an analyst reviews it before the onboarding closes.
Missing-doc follow-up
Compares what arrived against the expected kit, spots the missing doc and requests it on the same channel, with reminders until complete.
Direct CBS onboarding
Drops the validated file into the CBS with the active policy, the documents and the policyholder data, ready for the team to issue at once.
Before / After
Onboarding stops being a manual task and now resolves in a chat.
Manual capture of each field
Documents chased by email
Policy activation in days
System Integrations
Connects to what the resolution desk already uses
Connects to WhatsApp and email to receive the documents, validates RFC and ID against official sources and records the file in the insurer's CBS.
FAQs
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