AI Agent

Policy Administration AI Agent

Process policy changes in seconds with fewer manual errors

Manual policy updates take hours and introduce errors. Insurance policy administration automation enables automated policy processing in seconds, with consistent data handling and full audit trails

Benefits

Prevent policy administration from bottlenecking sales

Manual policy administration delays new business and renewal processing. Data entry errors cause customer complaints and compliance issues. Staff can't keep pace with volume during peak periods. A policy administration AI agent helps teams manage higher volumes and process policy transactions faster with consistent validation.

90%

Faster policy processing

Up to 98%

Policy data accuracy across configured flows

24/7

Processing availability

Agentic Flows

Complete policy administration automation

Automated workflow: new business data validation and policy issuance automation, endorsement processing with premium calculation, insurance renewal automation with rate updates, cancellation processing with refund calculation, document generation and distribution, and compliance reporting.

How it works

Intelligent policy lifecycle management

The agent processes new business applications with underwriting data validation, handles endorsements for coverage changes and insured modifications automatically, manages renewals with rating updates and document generation, processes cancellations with refund calculations and compliance requirements.

Self-learning agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart model switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

Self-learning agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart model switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

استخراج رقم الطلب، معلومات البائع، معلومات التسليم، وتفاصيل الدفع من نماذج الطلبات المرفوعة.

مكتمل

ID-0E48

Integrations

Works with insurance core systems

Direct integration with Guidewire PolicyCenter, Duck Creek Policy, Insurity Policy, and legacy admin systems. Connects to rating engines, document generation, and payment processing. These connections support insurance workflow automation across agency management systems, including ACORD XML-based data exchange.

Implementation

Launch policy administration automation in 3 weeks

Connect your policy admin and rating systems. Configure insurance workflow automation for endorsements, renewals, and cancellations. Most carriers process policies automatically within 3 weeks of deployment.

Step 1

Agent discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 1

Agent discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 2

Agent setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 2

Agent setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 3

Agent training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 3

Agent training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 4

Agent live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Step 4

Agent live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Key Features

Policy administration features

Instant policy changes

Processes endorsements in seconds. Calculates premiums and generates documents automatically.

Insurance renewal automation

Generates renewal offers with updated rates and processes approved renewals without repetitive manual handling.

Compliance documentation

Maintains complete audit trail of all policy changes. Generates required state filings automatically.

Demo

See automated policy processing in action

Watch the agent process 100 policy changes: 30 endorsements, 50 renewals, 20 cancellations—all with accurate premiums, documents, and billing updates in minutes.