Develop plugins for each role
Configure information, tools and business interfaces for advisers, underwriters, claims staff, client service teams and finance personnel in dedicated AI workspaces.
FinAIOS Insurance Industry Solutions
Connect sales, underwriting, claims and servicePut AI to work across insurance operations
FinAIOS connects product terms, client policies, business rules and existing systems for insurance business, operations and management teams. Build agents for sales preparation, underwriting and claims, bancassurance and financial checks. Use dedicated AI workspaces to organize information, review content and handle tasks while protecting data.
Business information
Policies, terms and application documents
The terms of the policy, the application material, the video certificate, the verification rules.
FinAIOS
Claims document review
- Extract document information
- Check business rules
- Compile supporting evidence
Role-specific outputs
- Summary of case information and key information
- List of missing information and information discrepancies
- Elements of the review at the source of the original text
Professional review and confirmation
Centralized enterprise control
FinSAFE execution protection / FinSkills Hub skill review / FinGuard action governance
Core banking workflows
Built around each role
Support core insurance workflows
Capture insurance expertise in role-specific agents for sales, distribution, underwriting and claims, client services and finance. Define the information, outputs and review responsibilities for each task.
Insurance consultant, channel manager, silver client manager.
Make every show ready around the client's needs for security.
Combine client conversations, product terms and sales standards to identify coverage needs, policy benefits and follow-up actions, helping advisers prepare service materials more efficiently.
Query of product knowledge and terms
Search product information by business question and summarize coverage, applicable conditions and policy references.
Client needs and communication strategy
Use client context, communication history and role-specific expertise to identify coverage needs, service priorities and discussion points.
Exhibition materials and follow-up
Prepare product explanations, client replies and follow-up plans. Record feedback and refine service arrangements.
Client security needs and business readiness
- Source information
- Communication records Product terms Client information Sales regulations
- Processing steps
- Combine security requirements, retrieve articles and prepare communication materials
Working outputs
- Client needs and communication focus
- Description of the product with the source of the clause
- Communications pending review and follow-up plan
Client managers verify the conditions applicable to the product and confirm the content of external communications
Role-specific workspaces
A dedicated workspace for insurance roles
Build role-specific plugins for sales preparation, document checks, client services and financial review. Connect policy knowledge, data APIs and business tools so employees can review information, approve results and handle tasks in one workspace, reducing cross-system searches and duplicate entry.
The terms of the policy, the application material, the video certificate, the verification rules.
Claims document review
Identification of material information, verification of completeness and preparation of the basis for review
- Summary of case information and key information
- List of missing information and information discrepancies
- Elements of the review at the source of the original text
Human review and confirmation
Consistency of operations with manual audits
Employees add documents, review results and approve actions in the business interface. Agents retrieve knowledge and use tools in the same task context.
Desktop & Mobile Operations Synergy
Use FinDesk for employee desktop work and FinClip within enterprise apps for mobile sales, document submission and service queries.
Business processes and system access
Connect existing business systems
Complete tasks and archive results
Connect client, policy, underwriting, claims and finance systems through APIs, MCP and authorized tools. Apply channel field mappings and business rules to process information, submit tasks and archive results.
Client and policy systems
Connect CRM, policy information, client profiles and service history to support needs analysis, sales preparation and renewal follow-up.
Nuclear Protection and Claims System
Connect application documents, images, policy terms and service tickets for document checks, additional-document coordination and result archiving.
Bancassurance and distribution platforms
Connect channel fields, product codes and submission APIs. Standardize formats, check exceptions and track insurance application acceptance.
Finance and office tools
Connect financial reports, expense documents, office automation, email and enterprise messaging to bring financial checks, task assignment and cross-team collaboration into the workspace.
Security and operational governance
Data security controls
Agent actions with approval and traceability
Manage information access, business skills and system actions separately. Apply file permissions, skill reviews, action approvals and processing records to specific tasks.
FinSAFE
Data and execution protection
Configure directories, network destinations and tool permissions for client policies, document images and financial files. Limit agent access and execution to the approved scope.
- Limit access to documents, networks and tools
- Managing operational resources and implementation records
FinSkills Hub
Skill review and distribution
Add role-specific scripts, document checks and system integrations to the enterprise skill catalog. Manage scanning, review, publishing and versions.
- Scan skill packages before review
- Centralize distribution and version management
FinGuard
Business-action authorization and approval
Check permissions and approvals before client messages, ticket submissions and system updates. Centrally manage credentials, duplicate requests and execution results.
- Approve critical business actions before execution
- Verify results and prevent duplicate writes
Business review and audit
Traceable sources and processing
Control information access by institution, channel and role. Link policy terms, business rules, human reviews and execution results. Underwriting, claim payments and financial reporting continue to follow existing institutional processes.
- Basis and audit of the saving clause
- Review approvals and results by task
FDE delivery
Built on FDE delivery experience
Implement AI in insurance workflows
Map role-specific workflows with the insurer's business, IT and compliance teams. Configure policy knowledge, review rules, APIs and permissions. Validate information processing, human review and execution with real tasks, producing maintainable applications for each role.
Explore FDE delivery- 01
Select roles and workflows
Start with sales, bancassurance, claims or finance tasks. Define information sources, responsibilities and acceptance goals.
- 02
Configure knowledge and skills
Organize policy terms, document checklists, operating standards and review rules. Configure business skills and output templates.
- 03
Connect systems and permissions
Connect client, policy, underwriting, claims and finance systems. Configure workspaces, security policies and approval checkpoints.
- 04
Validate the pilot and hand over
Validate information, review steps and execution results with real business tasks. Hand over runtime configurations, skills and everyday maintenance guidance.
YOUR NEXT STEP
Discuss insurance AI solutions
Put enterprise AI into practice
Discuss product combinations, pilot workflows and implementation around your teams, processes and existing systems.
Insurance solutions
Frequently asked questions
What kind of business scenario can insurance companies start with?
Start with frequent tasks such as product queries, sales preparation, bancassurance data exchange, underwriting and claims checks, renewal follow-up or financial review. Choose a pilot based on information quality, APIs and responsibilities. Define outputs and acceptance requirements before expanding.
How to access existing insurance policies, claims and monetary security systems?
Access business data and operations through APIs, MCP or authorized tools. Map and validate bancassurance application fields, codes and submission requirements. FinGuard checks permissions and approvals for tickets, client messages and system updates, and records the results.
How is the processing of claims and client communication reviewed?
Agents organize application materials, check omissions and differences, and link policy terms, rules and original sources. Underwriting, claims and service staff review results in the workspace, complete approvals, payments or communications under existing permissions, and retain decisions and records with the task.
Is it possible to deploy in an insurance company ' s intranet or in a private environment?
Configure models, knowledge bases, runtimes and APIs on a private network, in a data center or in a private cloud. FinSAFE controls execution environments, FinSkills Hub manages skills and FinGuard governs critical actions. FDE teams support workflow mapping, integration, security configuration and pilot delivery.