## Results from our insurance customers

### 70-99%
automation rate

On complex, multi-step processes

### 50%
cost reduction

On day one

### 19%
boost in CSAT

Directly linked to processing tasks faster

HOW IT WORKS

## Designed for the complexity of insurance

Virtual Agents log in to your tools and follow your exact existing processes.

No tech integrations, no process change.

### Works directly in your tools, including legacy systems

Virtual Agents log in with standard credentials and navigate your systems just like a human, delivering fast results with no integrations or tech changes needed.

### Learns your specific workflows, no process changes required

Virtual Agents follow your exact processes, getting automation up and running fast without any workflow changes or disruptions.

### Handles complex reasoning and logic

Virtual Agents can handle complex reasoning tasks with multiple steps and complex logic branches, including synthesising many pieces of data and making decisions against a policy or guidance.

### Human-level accuracy, contractually guaranteed

When a task requires human judgment, Virtual Agents escalate to experts, for contractually-guaranteed human-level accuracy across the workload.

[See it in action](https://unitary.ai/see-it-in-action)

USE CASES

## Accelerating automation across the whole insurance distribution chain

Our Virtual Agents can learn any process, exactly as you do it today, across multiple tools and systems.

### MGAs

- **Submissions intake**  
  Automate submission capture, validation, and routing for faster turnaround.

- **Post-bind processes**  
  Streamline policy changes, renewals, MTAs, and cancellations to reduce manual effort.

- **Indexing + triage**  
  Classify and route incoming documents and tasks automatically.

- **Claims support**  
  Complete FNOL, triage, coverage verification, and fraud checks automatically.

- **Policy servicing**  
  Manage endorsements, document generation, and customer requests at scale.

### Brokers

- **Client onboarding**  
  Automate data collection and account setup for new clients.

- **Application ingestion**  
  Extract and validate data from submissions to speed up quoting.

- **Premium + tax calculations**  
  Automate complex premium and tax computations with precision.

- **Collections**  
  Streamline premium collection and reconciliation processes.

- **Certificates of Insurance (COIs)**  
  Generate and deliver COIs instantly on request.

### Carriers

- **Renewals & mid-term adjustments (MTAs)**  
  Process renewals and adjustments quickly and accurately.

- **Compliance**  
  Automate regulatory filings with guaranteed accuracy and audit readiness.

- **Bordereaux**  
  Extract, validate, and format data to meet carrier and reinsurer requirements.

“With Unitary, we’re building the foundations we need to set the company up for growth.”

Niccos Andrade-Cordova

Director, Operations Program Management, Attune

## Start automating fast and grow with confidence

See how Unitary’s Virtual Agents can transform operations, improve

productivity, and power safe, sustainable growth.

[Book a demo](https://unitary.ai/see-it-in-action)