
Claims intake
Policy changes
Renewals
“Our exposure is not in the automation. It is in what gets said and whether we can prove it later. The transcript and the disclosure log are the reason this cleared conduct review.”
Director of Customer Operations, global insurance group
90M+
customers served across the group
52
countries in the group’s footprint
3 weeks
from kickoff to live
USE CASES
Start where the file gets made.
Four lines insurers put live first — each one a full workflow, not a deflection script.
REVIEW
Four things your conduct team will ask about.

Disclosures read, every time
Required wording is delivered in full, in the approved form, and logged with a timestamp. It cannot be shortened or skipped under time pressure.
Quotes bounded by the rate table
The agent reads figures from your rating engine. It has no authority to estimate, round or improvise a price, and no path to one.
Vulnerability routes to a person
Bereavement, hardship, distress and confusion end the workflow and hand the conversation to a human with the context already written up.
A record your complaints team can read
Word-level transcript, every field captured, every disclosure delivered — in the format your complaints team already uses.








