Finaley AI Studio
Automation for Insurance
Insurers, brokers and third-party administrators. Finaley learns how your team runs each process, automates it inside the tools you already use, and sends anything risky to a professional before it moves forward.
Processes we automate
- Claims intakeFinaley registers FNOL from calls, email, portals and brokers, checks policy cover details, collects documents and appoints surveyors for your claims team.Read more ›
- Document verificationFinaley checks KYC, proposal and claim documents for completeness and consistency, arranges field checks where needed, and leaves decisions to your team.Read more ›
- Policy renewal remindersRenewal notices built from each policy schedule, reminders by email, SMS and calls, and lapsing policies sent to agents, with notices checked by your team.Read more ›
Related automations
- Finance and banking automationInvoice processing, reconciliation, KYC checks and reporting for finance teams, NBFCs and accounting firms.Read more ›
- Sales and marketing automationLead research, enrichment, follow-ups, CRM hygiene and reporting for sales and marketing teams.Read more ›
- Outbound and cold callingAI callers that work your lead lists, qualify interest and book meetings in your calendar.Read more ›
Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.