Accelerate new business
Collect requirements, validate documents, and move exceptions quickly.
Insurance
Issue faster, settle sooner, and keep policyholders informed at every step.
Round Infinity connects new business, policy service, claims, renewals, partners, and every customer channel with AI agents that act inside governed workflows.
Life and general insurersHealth insurersBrokers and TPAs
Who feels the difference
Reassured policyholders
Empowered claims teams
Productive brokers
Business impact
Measurable gains for Insurance.
The operating model focuses on three industry priorities: Accelerate new business; Improve claims experience; and Protect renewals.
Improve claims experience
Give claimants immediate guidance and transparent status.
Protect renewals
Identify risk, personalize outreach, and complete servicing without delays.
One connected operating flow
The insurance lifecycle, from customer need to policy service, claim, and renewal.
Each stage shows the industry work, what Round Infinity automates, and the horizontal platform capabilities carrying context and control across the process.
1
Engage Customer or Broker
AI handles product, quote, policy, service, and claim intents across voice, chat, messaging, portals, and partner channels.
Omnichannel AI · Broker portal
2
Collect & Validate Insurance Context
Customer, risk, policy, event, coverage, documents, consent, and urgency are captured and checked before routing.
Customer 360 · Document AI · Identity
3
Quote, Underwrite or Triage
Configured rules and models prepare a recommendation, identify confidence, and route exceptions for expert judgment.
Decision engine · Human review
4
Fulfil Policy or Claim Work
Requirements, inspections, medicals, repairs, approvals, documents, payments, and partner actions move through one case.
Workflow orchestration · Integrations
5
Serve, Settle & Retain
Issuance, settlement, status communication, policy changes, renewal outreach, and service recovery complete the lifecycle.
Payments · Outbound AI · Analytics
Horizontal platform capabilities working across every stage
Customer and broker portals
Application and underwriting workflows
FNOL and claims orchestration
Document extraction and generation
Omnichannel policy service
Claims and renewal dashboards
Industry AI agents & accelerators
Purpose-built agents, engines, and copilots for insurance.
These are configured for the industry task, not generic chatbots. Each works inside permissions, confidence thresholds, human-review rules, and one audit trail.
Insurance Sales AI Agent
Qualifies demand and guides customers or brokers through the right product journey.
New Business Document AI Agent
Reads applications and evidence and checks completeness before underwriting.
Underwriting Support Engine
Assembles risk context and configured rule results for underwriter review.
Claims Intake & Triage AI Agent
Captures FNOL, validates evidence, and prioritizes severity, coverage, and next action.
Claims Orchestration AI Agent
Coordinates assessors, providers, approvals, documents, settlement, and status.
Renewal & Retention AI Agent
Identifies renewal risk and runs compliant, personalized retention journeys.
See Insurance operations running end to end.
We’ll map one priority workflow to your systems, controls, channels, and teams, and show how Round Infinity completes the work.
Book a focused walkthrough