Your Customers Get Instant Answers. Your Team Focuses on Complex Cases.

From policy inquiries and claim submission to renewal reminders and surveyor dispatch — RoundInfinity handles routine customer interactions automatically while your team focuses on underwriting, risk assessment, and high-value claims.

What gets automated:
Policy inquiries via phone/chat/WhatsApp, claim status tracking, renewal reminder campaigns, surveyor coordination, premium payment reminders, and agent portal access across all channels.
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Insurance Automation

60%

Faster Claims Processing

50%

Lower Service Costs

70%

Faster Customer Responses

Stop Manually Processing Every Claim and Chasing Renewals

Let AI handle routine insurance operations while you focus on risk management and growth.

📞 AI Chatbot & Voice Bot for Policy Inquiries
  • Answer policy questions 24/7 via phone, chat & WhatsApp
  • Guide customers through claim filing process
  • Provide real-time claim status updates
  • Route complex cases to underwriters
  • Transcribe and analyze customer calls
🖥️ Self-Service Customer Portal
  • Let customers check policy and claim status anytime
  • Download policy documents and receipts
  • Submit claims with photo/document upload
  • Make premium payments online
  • View coverage details and renewal dates
💬 Automated Customer Communication
  • Send policy renewal reminder campaigns
  • Automated premium payment reminders
  • Claim status update notifications
  • Surveyor appointment confirmations
  • Bulk announcements via email & WhatsApp

Automate Your Entire Insurance Lifecycle

From policy purchase to claim settlement — one connected system.

📋 Policy Onboarding & Issuance Workflows
  • Digital policy application and KYC verification
  • Document upload and AI extraction
  • Risk assessment workflow automation
  • Policy approval and issuance
  • Automated customer notifications
📣 Renewal & Cross-Sell Campaigns
  • Automated policy renewal reminders via voice & WhatsApp
  • Targeted cross-sell and upsell campaigns
  • Lapsed policy reactivation sequences
  • Customer feedback and NPS surveys
  • Multi-channel campaign analytics
🚗 Claims & Surveyor Field Management
  • Digital claim submission and intake
  • Surveyor dispatch and scheduling
  • Route optimization for field teams
  • On-site inspection reports
  • Photo and document capture on mobile
⚖️ Claims Processing & Settlement Operations
  • AI document extraction from claims
  • Multi-level approval workflows
  • Fraud risk detection and flagging
  • Settlement calculation and coordination
  • Audit trail and compliance tracking
🤝 Agent & Broker Network Management
  • Agent onboarding and compliance
  • Commission calculation automation
  • Agent portal for policy management
  • Performance tracking and analytics
  • Automated commission payouts
💳 Premium Collection & Payment Processing
  • Automated premium payment reminders
  • Bulk payment link generation
  • Overdue payment escalation workflows
  • Payment confirmation and receipts
  • Financial reporting and reconciliation

AI-Powered Workflows & Operational Automation

Embedded AI that understands context, extracts data, and automates decisions across your entire insurance operation.

Understand Customer Questions Across All Channels
Self-Service Portal for Policyholders
Transcribe & Analyze Customer Calls
Surveyor Dispatch & Coordination
Extract Data from Claims & Documents
Multi-Level Approval Workflows

Every claim, every renewal, every interaction — powered by AI that learns your business.

Build Custom Insurance Applications — No Coding Required

  • Health Insurance Pre-Authorization Systems
  • Vehicle Insurance Claims Portals
  • Corporate Policy Management Dashboards
  • Fraud Investigation Workflows
  • Customer Risk Analytics Tools
  • Multi-Branch Coordination Systems
  • Agent Performance Dashboards
  • Policy Lifecycle Analytics
  • Retention & Loyalty Programs
  • Regulatory Compliance Tracking

Deliver Enterprise Insurer Service — Without Enterprise Insurer Costs

Your customers get instant answers and 24/7 access to their policies.
Your team spends less time on routine cases and more time on complex underwriting.
You get the efficiency of top insurers at a fraction of the operational cost.

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