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 — 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 — 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 — live for operations and management teams.

Live analytics

Ready to improve claims speed and renewal retention?

See how insurers automate their end-to-end operations in a 30-minute demo.

Schedule a Demo