Quote intake is manual and slow
Every quote request needs forms filled, data entered, and follow-ups chased. Volume goes up, your team's capacity does not.
Custom AI that intakes quotes, processes documents, follows up on renewals, and handles routine policy questions. Compliance-aware. Integrated with your AMS and CRM.
Sound familiar?
Quote intake is manual and slow
Every quote request needs forms filled, data entered, and follow-ups chased. Volume goes up, your team's capacity does not.
Renewal outreach is inconsistent
Renewals get reactive attention. Clients renew elsewhere because nobody reached out at the right moment.
Claims and applications need manual processing
Documents arrive, someone extracts the data, someone else validates it, someone else routes it. Slow, expensive, error-prone.
Policy questions interrupt every workday
Same questions about coverage, claims status, and policy details, asked by different clients all day, every day.
What We Build for Insurance and Lending
Answers inbound quote calls, runs your intake script, captures required information, qualifies the lead, and books a meeting with the right agent or processor.
Explore serviceReads incoming documents, extracts the data your systems need, validates against policy rules, and routes to the right person. End-to-end automation for repetitive processing.
Explore serviceTrained on your policies, carrier guidelines, and compliance documents. Answers staff and customer questions instantly with full source citations.
Explore serviceAutomated multi-touch outreach for renewals, cross-sell opportunities, and at-risk client retention. Personalised at scale, compliant with your communication rules.
Explore serviceHow it shows up in your business
A small business owner calls for commercial liability cover. Without AI, your CSR spends 20 minutes capturing details and re-keying into the AMS. With Octify, the AI voice agent runs the intake, captures full risk details, validates the data, creates the AMS record, and books a meeting with your producer with the file already prepared.
CSR intake calls + manual AMS data entry
180 policies coming up for renewal next quarter. Without AI, your team reaches out to maybe 80 of them in time. With Octify, the renewal outreach agent has already sent personalised pre-renewal touches to all 180, flagged the 23 considering switching carriers, and booked retention calls for the 12 at highest risk.
Manual renewal calls + missed retention opportunities
Eleven new claims submitted today, each with attached documents and damage reports. Without AI, your processor manually extracts data from each, validates against the policy, and routes to an adjuster. With Octify, the workflow AI processes all eleven, extracts and validates the data, applies policy rules, routes nine to the right adjuster, and flags two that need human review before assignment.
Manual document extraction + claim routing
Why Octify
Ankur has shipped AI software into Fortune 500 operations. The same engineering depth now goes into insurance and lending businesses at a project size you can actually buy.
We work as your AI team, not a project shop. Long-term ownership, full transfer when complete, no handoff games. Direct work with you, no committees, no middlemen.
Every engagement has a path to production. We do not sell pilots, strategy memos, or POCs that defer the build. If the work cannot ship live, we do not start.
What You Get
Built for insurance brokers, agencies, and lending businesses in Australia, the UK, the UAE, and Canada. Personal lines, commercial lines, life and health, and small-to-mid lending operations.
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