Transform Insurance with AI-Driven Process Automation

 

FlowForma transforms how insurers and brokers manage processes, including quotes, policies, and claims. Its AI platform speeds workflows, improves accuracy, and provides end-to-end visibility, reducing manual effort, enhancing service, and ensuring compliance.

 

The platform integrates seamlessly with core systems, scales across business units, and ensures secure, auditable, compliant processes.

 

FlowForma’s AI agents supercharge insurance workflows, cutting manual work and boosting accuracy.

Discover how each agent can transform your processes below  

 

Meet FlowForma’s Insurance AI Agents

Agent Background Office Template quorra 1

Your Quote Agent


Quorra here!

I extract, validate, and compare quote data instantly, helping you generate accurate quotes faster, reduce manual errors, and accelerate your overall quoting workflow. 

Agent Background Office Template porter

Your Policy Agent


Hi, I’m Porter

I review policy documents, identify coverage gaps, ensure compliance with underwriting guidelines, and summarize key risks to streamline policy evaluations.

Agent Background Office Template Clara

Your Claims Agent


I’m Clara

I process claims efficiently from first notice to resolution, highlight priority cases, and provide the visibility you need to keep claims moving smoothly.


Automating Business-Critical Processes in Insurance

   Onboarding

Onboarding new policyholders, brokers, or third-party vendors in insurance is often complex, time-consuming, and prone to manual errors. AI-powered process automation helps insurers streamline onboarding workflows, reduce repetitive administrative tasks, and accelerate timelines while ensuring accuracy and consistency.

   Quote Management

Generating quotes for new clients or comparing options across multiple products can be slow and error-prone. By leveraging automated workflows and a Claims Agent, insurers can extract and validate data, minimize manual errors, and produce accurate quotes faster, boosting efficiency and supporting better decisions.

 

   Policy Management

Creating, updating, or renewing policies involves multiple documents, approvals, and compliance checks. FlowForma’s platform, together with the Policy Agent, simplifies policy management. This combined approach helps insurers manage policies more efficiently, reduce errors, and maintain full regulatory compliance.

   Claims Management

Handling claims involves multiple steps, data collection, verification, approvals, and communication. FlowForma’s automation platform and Claims Agent streamline the process by processing claims efficiently,  highlighting priority cases, and providing the visibility you need to keep claims moving smoothly. Together, they help insurers resolve claims faster, reduce errors, and improve customer satisfaction.

   Renewals Management

Renewing insurance policies can be a complex process, with multiple approvals, documents, and deadlines to manage. FlowForma Automation, with its AI Agents, makes renewals easier by tracking important dates, automating reminders, and streamlining approval workflows, helping insurers reduce delays, minimize errors, and keep clients satisfied. 

   Compliance & Audit Management

Insurance operations must adhere to strict regulatory requirements, with audits and compliance checks consuming significant resources. FlowForma simplifies compliance management by automating document tracking, embedding audit trails, and ensuring every process step meets regulatory standards, helping insurers reduce risk, stay audit-ready, and maintain full transparency.

Your Insurance Copilot

Automate any insurance process with FlowForma Copilot.

Just type a text prompt or upload a process diagram, and let AI do the rest.

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The FlowForma Advantage for Insurance Organizations

1

Rapid Automation

From quote to policy to claims, FlowForma automates every step, removing bottlenecks and freeing staff to focus on high-value work.

3

AI-Powered Processes

AI agents automate data extraction, validation, and risk flagging so processes run faster, smarter, and with greater accuracy.

2

Seamless Compliance

Track, audit, and enforce regulatory and internal controls across all processes, giving insurers confidence and reduced risk exposure.

4

Integrated Systems

Seamlessly connect with CRMs, policy administration systems, rating engines, and external data sources to ensure consistent, accurate information across all platforms.

6

Improved Experiences

Faster quotes, accurate policies, and timely claims processing create a smoother journey for customers, boosting satisfaction and retention.

5

Powerful Reporting

Gain real-time visibility into workflows, workloads, and performance metrics. Make data-driven decisions with detailed dashboards and actionable reporting.

Process Automation for Insurance: Useful Resources

Frequently Asked Questions

Does FlowForma support compliance and audit requirements?

Yes. FlowForma tracks workflows, embeds audit trails, and enforces regulatory and internal controls to help insurance organizations stay audit-ready and compliant with industry standards. 

Can FlowForma scale across multiple business units in a large insurance organization?

FlowForma is built to scale across departments and business units, enabling insurers to deploy automation widely and maintain consistent governance and compliance across their enterprise.

How quickly can we start automating insurance processes with FlowForma?

With FlowForma’s intuitive design tools and AI assistants, workflows can be prototyped rapidly (often in minutes), and full automation can be deployed much faster than traditional development cycles

How does FlowForma help IT teams in insurance organizations?

IT teams benefit from FlowForma’s no-code automation platform that reduces dependency on custom development. IT can support business units with scalable, governed automation while minimizing maintenance overhead. Integration with existing systems and compliance controls aids security and auditing.

What is FlowForma and how does it support the insurance industry?

FlowForma is an AI-powered process automation platform designed to transform how insurance companies manage key workflows like quoting, policy administration, claims, renewals, onboarding, and compliance. It automates manual work, speeds up processes, improves accuracy, and gives end-to-end visibility into operations.