Your own AI back office, behind your name
Agents find the lead, compare quotes from many insurers, check the policy and run the renewal. You review what they prepare, run a workflow in one click, or just ask.
- ✓Found the motor policies expiring this month
- ✓Pulled each customer's no-claim bonus and vehicle value
- ✓Requested renewal quotes from the insurers
- ✓Lined them up and applied each earned no-claim bonus
Nothing is sent to a customer until you approve it.
For agents · Bharatsure Agentic OS
Work with agents by review, click or prompt
Agents prepare the work. You approve it, run it in one click, or ask for it in plain language.
Agents prepare. You approve.
The agent does the work and stops at a review step. Nothing goes to an insurer or a client until your team approves it.
Insurer B, with the earned no-claim bonus applied.
One click runs the whole workflow.
Repeatable jobs are a button, not a project. Start the job, and the agent runs every step.
Describe the job. It gets done.
Ask in plain language. The agent works out the steps, completes the workflow and shows you the result to review.
Watch it work
A renewal on WhatsApp, won in minutes
Watch the agents find the policy, get quotes, catch the cheapest quote that misses the customer's no-claim bonus, and hand it back for your approval.
A customer asks for a motor renewal on WhatsApp. Agents pull last year's policy, get quotes from the insurers and catch the cheapest one missing the customer's earned no-claim bonus. The agent approves before anything is sent.
What you get
The whole policy lifecycle, behind your name
Your customers deal with you. The agents do the work in between.
Find the gap
Reads a customer's existing policies and flags coverage gaps, then drafts the outreach.
Compare in one place
Collects the details once, requests quotes from several insurers and lays them side by side.
Issue and check
Validates documents and KYC, sends the proposal and checks the issued policy against the quote.
Answer and endorse
Answers policy questions and processes endorsements, synced with the insurer.
Claims, prepared
Prepares each claim and checks it before submission, with our claims desk there when you need it.
Never miss a renewal
Tracks every expiry and drafts the renewal proposal, so lapses don't cost you the customer.
Built for a regulated industry
Agents prepare. Your team decides.
Your team signs off
Agents prepare the work. A named person on your team reviews it and decides before anything is sent to an insurer or a client. Your licence, your advice.
Every action logged
Every action, by a person or an agent, is logged, so you can see what was done, when and by whom.
Certified and secure
ISO/IEC 27001:2022 certified, with role-based access and audit trails.
Put an AI back office behind every distributor
Tell us about your business model and the team will map how the Agentic OS runs your leads, quotes, servicing, claims and renewals.
