Policies and claims on track with AI
Connect underwriting, claims and service. Each file moves forward with the documents, checks and approvals your operation defines.
Use cases
What Workix automates in Insurance
Start with one and add the rest on the same platform, with the same data.
01
Underwriting
Prepare complete applications for underwriters. Gather forms and evidence, identify missing items and assign each file by product.
How it works
- 1Request information by coverage type.
- 2Extract data and flag differences between documents.
- 3Route the file to an underwriter for evaluation.
What your team gets
Organized applications before specialist decisions.
Email · Application UW-512
ExampleAgent
Sending the Ruiz family's health insurance application.
Workix
The policyholder's medical questionnaire is missing. I already asked for it.
02
Claims management
Follow each claim from notification to administrative resolution. Specialists review coverage, findings and decisions while Workix coordinates follow-up.
How it works
- 1Record the claim and share its reference number.
- 2Request evidence and assign the responsible adjuster.
- 3Communicate progress and record the authorized resolution.
What your team gets
Policyholders can check claim progress.
WhatsApp · Claim CLM-7731
ExampleWorkix
We received your photos and the shop's estimate. Your claim is now with the adjuster.
Policyholder
Thanks, I'll wait to hear back.
03
Customer service
Answer policy inquiries and gather context before a handoff. Schedule renewal notices and follow-up tasks.
How it works
- 1Retrieve policy information with defined permissions.
- 2Answer questions using authorized documentation.
- 3Escalate requests and schedule renewal notices.
What your team gets
Service with history and follow-up by policy.
WhatsApp · Policy AU-4410
ExamplePolicyholder
When does my car policy expire?
Workix
On the 30th. Would you like to renew it with the same coverage?
Keep exploring
Connect this process to the rest of your operation.
Teams
Sales
Leads, prospecting, CRM, quotes and follow-up: Workix answers every opportunity and follows up until the deal closes.
Teams
Legal
Contracts, client files, document verification and compliance: Workix reviews, coordinates and follows up on legal work with your policies.
Teams
Finance
Invoices, reconciliations, collections and closings: Workix automates finance processes across your ERP, the tax authority and your banks.
Book a free demo
Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.
Prefer to explore on your own? Find your solution →