SystemPolicy Servicing & Billing

Correspondence

Policyholder Correspondence

Every policyholder letter and email answered from the policy itself, drafted in minutes and cited.

Film coming soonSee it working, liveWe’ll walk you through Correspondence on your own documents.
SystemA crew of agents runs a whole process; people decide.
5specialist agents
5kinds of input
Soonfilm in production
The problem

Why it matters

Letters, emails and portal messages pile up across teams; agents hunt through policy files to answer, and complaints hidden in routine mail miss their grievance clock.

What it does

How the solution handles it

Agents sort each message by intent and urgency, find the policy, billing and claim facts, flag anything that reads as a complaint, and draft a plain-words reply citing the policy. A customer service lead reviews and sends every reply.

How it works

How a letter moves

Five agents sort, look up, flag complaints, draft and check every reply; a customer service lead reviews and sends.

What comes in
Messages in4 channels · email, letters, portal, chat
Agents at work
Mail sorterintent · urgency
Then
Policy finderpolicy, bills, claims
Complaint spotterstarts the clock
Then
Reply drafterevery fact cited
Then
Tone and rules checkerplain words · notices
A person decides
Customer service leadreviews and sends
What comes out
Reply sent
Complaints flagged
Correspondence log
In and out

What it reads, and what it hands back.

What goes in

  • Policyholder emails and letters
  • Portal and chat messages
  • Policy documents and endorsements
  • Billing and claim history
  • Approved letter templates

What comes out

  • Cited draft reply, ready to send
  • Complaints flagged to the grievance clock
  • Request routed to the right team
  • Correspondence log

Who uses it

CSCustomer service agentsSTService team leadsGOGrievance officersQRQuality reviewers
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
Sameday
reply for routine policyholder letters and emails
By hand3–5 days
With agentssame day
target
100%
of complaints flagged and put on the grievance clock
none buried in routine mail
estimated
2×
the messages each service agent answers a day
TodayWith agents

Sources: IRDAI grievance redressal: resolve within 14 days · “Target” = design goal, measured in the live solution · “Typical” = typical industry figure · “Estimated” = our estimate

Built on the engine

5 specialist agents. One person decides.

Mail sorterintent, urgency and language
Policy finderpolicy, billing and claim facts
Complaint spottercomplaints to the grievance clock
Reply drafterplain words, each fact cited
Tone and rules checkertone, disclosures and templates
Customer service leadreviews and sends

Build this
for your team.

We’ll show Correspondence running on your own documents.