Insurance

Faster claims.
Higher renewals.

Round Infinity automates policy onboarding, claims intake, surveyor dispatch, and renewal campaigns, so your teams spend less time on process and more time on policyholders.

Life Insurance CompaniesHealth Insurers & TPAsMotor & General InsurersInsurance Brokers & AggregatorsMicroinsurance Providers
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Insurance by Round Infinity
65%
Faster Claims Intake & Surveyor Assignment
80%
Renewal Retention With Automated Campaigns
90%
Policy Queries Resolved Without Agent
What Round Infinity Does

From Policy to Claim to Renewal. One connected platform.

🪪
Policy Onboarding & KYC

Digital onboarding with eKYC, document upload, and proposal issuance, completed by the customer from their phone. Underwriting queries routed automatically.

📋
Claims Intake & Surveyor Dispatch

Claims registered via WhatsApp or voice, documents collected automatically, surveyor dispatched with full case context. Customer updated at every step.

🔁
Renewals & Collections

AI reaches every policyholder before renewal via voice, WhatsApp, and SMS. Payment link in the conversation. Lapse prevention campaigns triggered automatically.

How It Works

From first contact to resolved, automatically

1
Claim Reported
Voice, WhatsApp, or portal: registered instantly
2
Documents Collected
AI guides customer through upload checklist, no back-and-forth
3
Surveyor Dispatched
Right assessor assigned and en route with full case context
4
Assessment & Decision
AI pre-screens, routes for approval, flags exceptions
5
Settlement Triggered
Approved, payment initiated, customer notified automatically
6
Renewal Campaign
AI contacts policyholder at right time, right channel, with payment link
Platform Capabilities

Built for your industry. Ready in days.

Every capability purpose-built, not a generic CRM retrofitted with integrations.

Digital KYC & Policy Onboarding

eKYC, face liveness, document validation, embedded in the proposal journey. Customers onboard in minutes.

Digital onboarding
Claims Automation

Intake, document collection, surveyor dispatch, and status updates, all automated. Adjusters focus on complex cases.

Claims AI
Renewal & Cross-Sell Outreach

AI launches multi-step renewal sequences weeks before policy expiry across voice, WhatsApp, email, and SMS, each personalised with premium and renewal benefit. Cross-sell campaigns for top-up, family floater, or new product lines run on the same engine.

AI outbound
AI Policy Service Bot

Premium queries, claim status, policy details, and schedule changes, resolved instantly without an agent.

24/7 service
Surveyor & Field Dispatch

AI schedules and dispatches surveyors with full claim context. Field staff get job details on mobile. Customer gets live ETA.

Field automation
Vendor & Claims Service Payables

Surveyor fees, assessor invoices, and operational vendor bills extracted by AI, matched to agreements, routed for approval, and queued for payment.

AP automation
Branch & Ops Staff Self-Service

Branch staff HR requests, IT tickets, travel, and internal approvals handled via self-service portal, reducing administrative load across the organization.

Staff self-service
Performance Analytics

Claims cycle time, renewal rates, agent productivity, and SLA compliance, all live for operations and management teams.

Live analytics