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.
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One Platform Across the Entire Policy Lifecycle
From first inquiry to policy issuance, renewal, and claims settlement — every step automated and connected.
Policy Onboarding & Issuance
- Proposal forms and KYC documents collected digitally via WhatsApp
- Underwriting workflow triggered automatically with supporting docs
- Policy document and premium receipt delivered digitally on issuance
Claims Intake & Field Survey
- Claim registered instantly via call, WhatsApp, or portal — claim number shared immediately
- Required document checklist sent; completeness tracked with automated follow-up
- Surveyor assigned from empanelled network based on location; GPS-tracked visit with digital report
Renewals & Premium Collection
- Multi-step renewal campaign triggered 60 days before expiry via WhatsApp and voice
- Payment link sent; endorsement generated; next cycle scheduled automatically
- Lapsed policy win-back campaign initiated with reinstatement offer
The Automated Insurance Policy Journey
From inquiry to claim settlement — every touchpoint handled without manual effort.
AI assistant provides product info, compares plan options, and captures lead details for agent follow-up.
Customer uploads documents via WhatsApp. Completeness tracked automatically. No branch visit needed.
On underwriting approval, policy document delivered via WhatsApp. Premium payment link sent. Receipt confirmed.
Multi-step WhatsApp and outbound call sequence with premium amount and payment link included.
Renewal endorsement issued. Updated policy delivered. Next cycle scheduled automatically.
AI collects incident details and policy number. Claim number shared. Document checklist sent via WhatsApp.
Empanelled surveyor matched by location. GPS-tracked visit. Digital survey report submitted from the field.
Survey report and documents reviewed. Approval authority determined by claim amount. Status updates at each stage.
Payment initiated. Confirmation sent with timeline. CSAT survey sent on closure. Low scores escalated.
Every Workflow Your Insurance Operation Runs
Underwriting, claims, renewals, agent networks — one connected platform.
Agent & Broker Network
- Agent portal for lead submission, policy status, and commission tracking
- DSA and broker onboarding with digital KYC
- Performance dashboards and incentive campaign management
AI Policyholder Support
- Policy status, claim updates, and renewal details via WhatsApp 24/7
- Complex queries routed to agents with full context
- Outbound renewal and cross-sell campaigns automated
Compliance & Reporting
- Regulatory filing data compiled automatically from operations
- Audit trail across every policy, claim, and agent interaction
- Grievance management workflow with IRDAI-compliant tracking
Premium Collection & Finance
- Payment links via WhatsApp for new policies, renewals, and endorsements
- Overdue premium reminders automated across channels
- Revenue and collection analytics by product line and branch
Claims Field Operations
- Surveyor dispatch with route optimization and GPS tracking
- Digital damage assessment and photo capture on mobile
- Three-way match: surveyor report, policy terms, and claim amount
No-Code Custom App Builder
- Health claims workflows, motor inspection apps, group policy portals
- TPA coordination and pre-authorization management
- Scales across product lines and distribution channels
Sales & Agent Network Management
- Inbound leads from aggregators, web, and referrals pre-qualified and routed to the right agent or product automatically
- AI outbound campaigns target lapsed and at-risk policyholders for renewal conversion — voice, WhatsApp, and email sequences triggered by renewal date proximity
- Agent performance tracked with automated nudges for training, licensing renewals, and pipeline follow-up
Employee Service & Onboarding
- Staff onboarding automated — offer letters, document collection, and system access in one workflow with IRDAI licensing and mandatory training compliance tracking
- HR and IT service requests self-served via WhatsApp or portal — no email chains or manual routing
- Internal approvals for leave, expenses, asset requests, and transfers handled end-to-end with full audit trail
Expense & Accounts Payable Automation
- Staff expense claims submitted via mobile — AI validates against policy and routes for approval automatically including agent commission processing, surveyor fee invoices, and branch operational expenses
- Vendor and supplier invoices processed with AI extraction, three-way match, and approval workflow — no manual data entry
- Reimbursements and vendor payments tracked end-to-end with a full audit trail
Ready to deliver faster claims and higher renewals?
See how Round Infinity works for your insurance operation in a 30-minute demo.
Schedule a Demo