Issuance, run by agents
Validates documents and KYC, sends the proposal and checks the issued policy against the quote. You review it, run it in one click, or just ask.
- ✓Filled the proposal form and KYC from the documents
- ✓Flagged the 3 answers it could not source
- ✓Sent it to the CFO for signature
- ✓Checked the issued policy against the accepted quote
BI waiting period is 24 h in the wording, 12 h was agreed.
The job
Issuance, done by agents
What changes for a distributor at this stage.
The manual way
Re-keying into insurer portals, and KYC back and forth.
Agents do the work
Validates documents and KYC, sends the proposal and checks the issued policy against the quote.
Issuance · Bharatsure Agentic OS
Review it. Click it. Or just ask.
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.
Checked against the accepted quote before you see it.
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
Issuance, in action
The client has chosen. Agents fill the proposal and KYC, flag the three answers they could not source, send it for signature, and catch an issued policy that differs from the accepted quote.
The client has chosen. Agents fill the proposal and KYC, flag the three answers they could not source, send it for signature, and catch an issued policy that differs from the accepted quote.
Where it runs
Issuance behind every solution
The same stage runs behind each product line.
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.
