Servicing, run by agents
Answers policy and benefit questions for employees, HRs and brokers. Endorsements are processed and synced with the insurer. You review it, run it in one click, or just ask.
- ✓Turned the CFO's email into an endorsement request
- ✓Checked the auto-cover clause: 12.5% is over the 10% limit, so endorse
- ✓Answered the insurer's queries
- ✓Matched the pro-rata premium payment
Review it, then confirm.
The job
Servicing, done by agents
What changes for a distributor at this stage.
The manual way
Queries by phone and endorsements by email.
Agents do the work
Answers policy and benefit questions for employees, HRs and brokers. Endorsements are processed and synced with the insurer.
Servicing · 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 policy before it goes to the insurer.
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
Servicing, in action
A client acquires a company. Agents turn the email into an endorsement request, find the automatic-cover limit in the policy, answer the insurer's queries and match the premium.
A client acquires a company. Agents turn the email into an endorsement request, find the automatic-cover limit in the policy, answer the insurer's queries and match the premium.
Where it runs
Servicing 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.
