Accelerate Claims, Streamline Policy Servicing, and Elevate CX with Agentic AI.

RoundInfinity transforms policyholder engagement, claims processing, and compliance management with AI-powered service automation. From onboarding and FNOL to renewals, SLA-driven servicing, and document generation, insurers can streamline operations while elevating customer trust. With real-time dashboards, omnichannel communication, and voice automation, the platform enables faster, smarter insurance experiences.

Policyholder Omnichannel Engagement

Support customers across chat, email, WhatsApp, SMS, and voice with AI-powered responses.

AI-Powered Claims Automation

Automate FNOL, document collection, eligibility checks, and claims processing workflows.

Self-Service Portals for Policyholders

Enable users to file claims, download policies, update details, and track requests online.

Agent Workspace & Customer 360

Give agents full visibility into customer policies, claims, documents, and interaction history.

Smart Ticketing & SLA-Based Resolution

Manage and route queries or complaints automatically with SLA monitoring and escalation.

Digital KYC & Identity Verification

Enable automated, secure KYC verification during onboarding or claims initiation.

Automated Document Generation

Generate policy documents, cover letters, ID cards, and claim forms instantly.

Voice Bot & Call Transcription

Use AI voice bots to handle inbound queries and convert calls to searchable transcripts.

Outbound Campaigns & Renewals

Automate policy renewals, upsells, and customer outreach via SMS, email, and WhatsApp.

Field Service & Survey Workflows

Schedule inspections, manage assessor fieldwork, and trigger survey-based follow-ups.

Employee Workflows & Approvals

Automate HR, operations, and compliance workflows for internal teams and branches.

Quality Checks & Compliance Tracking

Track claim accuracy, audit workflows, and enforce regulatory compliance effortlessly.

AI-Driven Feedback & Satisfaction

Collect feedback at each stage and gain actionable insights to improve satisfaction.

Real-Time Dashboards & Analytics

Monitor KPIs for sales, claims, service, and agent productivity in one view.

Integrate with Core Insurance Systems

Connect to underwriting, CRM, document storage, payment gateways, and more.