AI workers for insurance operations

AI workers for insurance operations

Custom AI workers to scale operations, reduce costs and improve accuracy.

For insurers, MGAs & brokers.

Custom AI workers to scale operations, reduce costs and improve accuracy.

For insurers, MGAs & brokers.

Backed by

Backed by

Processing 20K operations per month

80%

efficiency increase

Free up time & resources to focus on more valuable work.

80%

efficiency increase

Free up time & resources to focus on more valuable work.

80%

efficiency increase

Free up time & resources to focus on more valuable work.

80%

efficiency increase

Free up time & resources to focus on more valuable work.

$1M+

saved cost

Reduce operational and human labor costs.

$1M+

cost reduction

Reduce operational and human labor costs.

$1M+

saved cost

Reduce operational and human labor costs.

$1M+

saved cost

Reduce operational and human labor costs.

16%

increased revenue

Enhance customer experiences to drive revenue and offer better products.

16%

increased revenue

Enhance customer experiences to drive revenue and offer better products.

16%

increased revenue

Enhance customer experiences to drive revenue and offer better products.

16%

increased revenue

Enhance customer experiences to drive revenue and offer better products.

Built to tackle insurance operations at scale

For Agents & Brokers

Generate more conversions and deliver better service.

Quote generation

Renewals

Endorsements & Cancellations

Applications & Policy Issuance

For Agents & Brokers

Generate more conversions and deliver better service.

Quote generation

Renewals

Endorsements & Cancellations

Applications & Policy Issuance

For Agents & Brokers

Generate more conversions and deliver better service.

Quote generation

Renewals

Endorsements & Cancellations

Applications & Policy Issuance

For Agents & Brokers

Generate more conversions and deliver better service.

Quote generation

Renewals

Endorsements & Cancellations

Applications & Policy Issuance

For Insurers & MGAs

Grow operational capacity, reduce costs and improve accuracy.

Claims

Endorsements & Cancellations

Renewals

Applications & Policy Issuance

For Insurers & MGAs

Grow operational capacity, reduce costs and improve accuracy.

Claims

Endorsements & Cancellations

Renewals

Applications & Policy Issuance

For Insurers & MGAs

Grow operational capacity, reduce costs and improve accuracy.

Claims

Endorsements & Cancellations

Renewals

Applications & Policy Issuance

For Insurers & MGAs

Grow operational capacity, reduce costs and improve accuracy.

Claims

Endorsements & Cancellations

Renewals

Applications & Policy Issuance

Explore use cases

Claims processing

Automate error prone, time consuming processes within claims to make processing time faster, more accurate and less resource-intensive.

Claims processing

Automate error prone, time consuming processes within claims to make processing time faster, more accurate and less resource-intensive.

Claims processing

Automate error prone, time consuming processes within claims to make processing time faster, more accurate and less resource-intensive.

Claims processing

Automate error prone, time consuming processes within claims to make processing time faster, more accurate and less resource-intensive.

Policy management

Automate tedious policy management and servicing to improve customer experiences and make processes more efficient.

Policy management

Automate tedious policy management and servicing to improve customer experiences and make processes more efficient.

Policy management

Automate tedious policy management and servicing to improve customer experiences and make processes more efficient.

Policy management

Automate tedious policy management and servicing to improve customer experiences and make processes more efficient.

Quotes & applications

Quote, onboard and issue policies extremely quick to conversions.

Quotes & applications

Quote, onboard and issue policies extremely quick to conversions.

Quotes & applications

Quote, onboard and issue policies extremely quick to conversions.

Quotes & applications

Quote, onboard and issue policies extremely quick to conversions.

Document processes

Automate complex document processes to increase accuracy & reduce manual work.

Document processes

Automate complex document processes to increase accuracy & reduce manual work.

Document processes

Automate complex document processes to increase accuracy & reduce manual work.

Document processes

Automate complex document processes to increase accuracy & reduce manual work.

Use cases

Insurance

Insurance

Claims processing,
automated

Claims processing,
automated

Accelerate claims processing to enhance customer satisfaction, reduce operational costs and improve accuracy.

Accelerate claims processing to enhance customer satisfaction, reduce operational costs and improve accuracy.

35%

reduction in claim cycle time.

35%

reduction in claim cycle time.

35%

reduction in claim cycle time.

20%

less claims leakage.

20%

less claims leakage.

20%

less claims leakage.

Claims processes

Intake & Assignment

Verify info and auto-assign claims to the right adjuster.

Intake & Assignment

Verify info and auto-assign claims to the right adjuster.

Intake & Assignment

Verify info and auto-assign claims to the right adjuster.

Intake & Assignment

Verify info and auto-assign claims to the right adjuster.

Review & Evaluation

Ensure fast, accurate claim decisions with automated policy checks.

Review & Evaluation

Ensure fast, accurate claim decisions with automated policy checks.

Review & Evaluation

Ensure fast, accurate claim decisions with automated policy checks.

Review & Evaluation

Ensure fast, accurate claim decisions with automated policy checks.

Subrogation & Recovery

Recover more with automated subrogation workflows.

Subrogation & Recovery

Recover more with automated subrogation workflows.

Subrogation & Recovery

Recover more with automated subrogation workflows.

Subrogation & Recovery

Recover more with automated subrogation workflows.

Fraud checks

Detect and flag fraud before payouts happen.

Fraud checks

Detect and flag fraud before payouts happen.

Fraud checks

Detect and flag fraud before payouts happen.

Fraud checks

Detect and flag fraud before payouts happen.

Settlements & Payments

Automate settlements for faster, hassle-free payouts.

Settlements & Payments

Automate settlements for faster, hassle-free payouts.

Settlements & Payments

Automate settlements for faster, hassle-free payouts.

Settlements & Payments

Automate settlements for faster, hassle-free payouts.

Analytics & Reporting

Track claims performance with real-time analytics.

Analytics & Reporting

Track claims performance with real-time analytics.

Analytics & Reporting

Track claims performance with real-time analytics.

Analytics & Reporting

Track claims performance with real-time analytics.

Pre-built and customizable AI workers

Get started with pre-built AI claims workers or create your own.

Pre-built and customizable AI workers

Get started with pre-built AI claims workers or create your own.

Pre-built and customizable AI workers

Get started with pre-built AI claims workers or create your own.

Pre-built and customizable AI workers

Get started with pre-built AI claims workers or create your own.

Insurance

Claims processing,
automated

Accelerate claims processing to enhance customer satisfaction, reduce operational costs and improve accuracy.

35%

reduction in claim cycle time.

35%

reduction in claim cycle time.

20%

less claims leakage.

20%

less claims leakage.

Insurance

Insurance

Policy lifecycle admin automated

Policy lifecycle admin automated

Enhance customer satisfaction, ensure compliance, and boost operational efficiency across policy lifecycles.

Enhance customer satisfaction, ensure compliance, and boost operational efficiency across policy lifecycles.

80%

reduction in policy issues cycle time.

80%

reduction in policy issues cycle time.

80%

reduction in policy issues cycle time.

80%

reduction in policy issues cycle time.

5-10%

increase in renewal rates.

5-10%

increase in renewal rates.

5-10%

increase in renewal rates.

5-10%

increase in renewal rates.

Policy management processes

Policy Issuance

Generate compliant, accurate policies and streamline onboarding.

Policy Issuance

Generate compliant, accurate policies and streamline onboarding.

Policy Issuance

Generate compliant, accurate policies and streamline onboarding.

Policy Issuance

Generate compliant, accurate policies and streamline onboarding.

Endorsements & Cancellations

Process coverage changes swiftly to reduce administrative overhead.

Endorsements & Cancellations

Process coverage changes swiftly to reduce administrative overhead.

Endorsements & Cancellations

Process coverage changes swiftly to reduce administrative overhead.

Endorsements & Cancellations

Process coverage changes swiftly to reduce administrative overhead.

Renewals

Automate renewals for seamless customer retention.

Renewals

Automate renewals for seamless customer retention.

Renewals

Automate renewals for seamless customer retention.

Renewals

Automate renewals for seamless customer retention.

Bordereaux

Create and share bordereaux data effortlessly for clear oversight.

Bordereaux

Create and share bordereaux data effortlessly for clear oversight.

Bordereaux

Create and share bordereaux data effortlessly for clear oversight.

Bordereaux

Create and share bordereaux data effortlessly for clear oversight.

Analytics & Reporting

Use real-time insights to guide better policy decisions.

Analytics & Reporting

Use real-time insights to guide better policy decisions.

Analytics & Reporting

Use real-time insights to guide better policy decisions.

Analytics & Reporting

Use real-time insights to guide better policy decisions.

Create your own process

Ready workflows or customize and create new ones to fit your process.

Create your own process

Ready workflows or customize and create new ones to fit your process.

Create your own process

Ready workflows or customize and create new ones to fit your process.

Create your own process

Ready workflows or customize and create new ones to fit your process.

Insurance

Insurance

Quotes & applications

Quotes & applications

Accelerate quote generation to increase conversions and provide a seamless customer experience.

Accelerate quote generation to increase conversions and provide a seamless customer experience.

20%

increase in conversion rate

20%

increase in conversion rate

20%

increase in conversion rate

20%

increase in conversion rate

50%

reduction in response time

50%

reduction in response time

50%

reduction in response time

50%

reduction in response time

Quoting & applications processes

Sign ups & Assessments

Efficiently gather and evaluate applicant information to expedite processing.

Sign ups & Assessments

Efficiently gather and evaluate applicant information to expedite processing.

Sign ups & Assessments

Efficiently gather and evaluate applicant information to expedite processing.

Sign ups & Assessments

Efficiently gather and evaluate applicant information to expedite processing.

Quote Generation

Quickly produce accurate quotes tailored to applicant profiles.

Quote Generation

Quickly produce accurate quotes tailored to applicant profiles.

Quote Generation

Quickly produce accurate quotes tailored to applicant profiles.

Quote Generation

Quickly produce accurate quotes tailored to applicant profiles.

Data entry & Verification

Automate data input and validation to minimize errors and ensure accuracy.

Data entry & Verification

Automate data input and validation to minimize errors and ensure accuracy.

Data entry & Verification

Automate data input and validation to minimize errors and ensure accuracy.

Data entry & Verification

Automate data input and validation to minimize errors and ensure accuracy.

Customer Communication

Maintain clear, timely interactions to enhance applicant experience.

Customer Communication

Maintain clear, timely interactions to enhance applicant experience.

Customer Communication

Maintain clear, timely interactions to enhance applicant experience.

Customer Communication

Maintain clear, timely interactions to enhance applicant experience.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Insurance

Insurance

Document processing & generation

Document processing & generation

Digitize and automate document workflows to minimize errors and expedite service delivery.

Digitize and automate document workflows to minimize errors and expedite service delivery.

80%

reduction in processing time

80%

reduction in processing time

80%

reduction in processing time

80%

reduction in processing time

50%

reduction in error rate

50%

reduction in error rate

50%

reduction in error rate

50%

reduction in error rate

Document processing use cases

Certificates of Insurance (COIs)

Automate COI issuance to provide instant proof of coverage.

Certificates of Insurance (COIs)

Automate COI issuance to provide instant proof of coverage.

Certificates of Insurance (COIs)

Automate COI issuance to provide instant proof of coverage.

Certificates of Insurance (COIs)

Automate COI issuance to provide instant proof of coverage.

Loss Run Reports

Generate comprehensive loss histories swiftly for informed underwriting.

Loss Run Reports

Generate comprehensive loss histories swiftly for informed underwriting.

Loss Run Reports

Generate comprehensive loss histories swiftly for informed underwriting.

Loss Run Reports

Generate comprehensive loss histories swiftly for informed underwriting.

ACORD form processing

Streamline ACORD form handling to ensure accuracy.

ACORD form processing

Streamline ACORD form handling to ensure accuracy.

ACORD form processing

Streamline ACORD form handling to ensure accuracy.

ACORD form processing

Streamline ACORD form handling to ensure accuracy.

Claims Document Processing

Automate intake and assessment of claims documents to expedite settlements.

Claims Document Processing

Automate intake and assessment of claims documents to expedite settlements.

Claims Document Processing

Automate intake and assessment of claims documents to expedite settlements.

Claims Document Processing

Automate intake and assessment of claims documents to expedite settlements.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Pre-built quotation workflows or customize and build your own

Ready workflows or customize and create new ones to fit your organization.

Benefits

Benefits

Supercharge your teams with AI workers

Grow operations capacity without growing your team

Whether it's 100s or 1000s of processes - dynamically scale your operations without growing your human team, eliminate bottlenecks.

Grow operations capacity without growing your team

Whether it's 100s or 1000s of processes - dynamically scale your operations without growing your human team, eliminate bottlenecks.

Grow operations capacity without growing your team

Whether it's 100s or 1000s of processes - dynamically scale your operations without growing your human team, eliminate bottlenecks.

Grow operations capacity without growing your team

Whether it's 100s or 1000s of processes - dynamically scale your operations without growing your human team, eliminate bottlenecks.

Enable quicker, more accurate customer experiences

Improve customer experiences by removing wait times, improving response rates, and delivering better products.

Enable quicker, more accurate customer experiences

Improve customer experiences by removing wait times, improving response rates, and delivering better products.

Enable quicker, more accurate customer experiences

Improve customer experiences by removing wait times, improving response rates, and delivering better products.

Enable quicker, more accurate customer experiences

Improve customer experiences by removing wait times, improving response rates, and delivering better products.

Eliminate human error, Increase reliability

Eliminate human errors and data loss, improve overall process accuracy.

Eliminate human error, Increase reliability

Eliminate human errors and data loss, improve overall process accuracy.

Eliminate human error, Increase reliability

Eliminate human errors and data loss, improve overall process accuracy.

Eliminate human error, Increase reliability

Eliminate human errors and data loss, improve overall process accuracy.

Collaborates with your current team

AI workers that work cohesively with humans whenever needed.

Collaborates with your current team

AI workers that work cohesively with humans whenever needed.

Collaborates with your current team

AI workers that work cohesively with humans whenever needed.

Collaborates with your current team

AI workers that work cohesively with humans whenever needed.

No technical resources needed

Record a demonstration or upload an SOP to automate work.

No technical resources needed

Record a demonstration or upload an SOP to automate work.

No technical resources needed

Record a demonstration or upload an SOP to automate work.

No technical resources needed

Record a demonstration or upload an SOP to automate work.

Reduce operational costs

Cut operational and human labor costs by automating expensive & time consuming work.

Reduce operational costs

Cut operational and human labor costs by automating expensive & time consuming work.

Reduce operational costs

Cut operational and human labor costs by automating expensive & time consuming work.

Reduce operational costs

Cut operational and human labor costs by automating expensive & time consuming work.

Features

Features

Enterprise-ready

Works with any system, instantly

Connect Basepilot to any work app or internal system within minutes, via integrations or as a user.

Works with any system, instantly

Connect Basepilot to any work app or internal system within minutes, via integrations or as a user.

Works with any system, instantly

Connect Basepilot to any work app or internal system within minutes, via integrations or as a user.

Complex, customized workflows, deployed fast

Mimic and optimize any complex process, adapt workflows quickly.

Complex, customized workflows, deployed fast

Mimic and optimize any complex process, adapt workflows quickly.

Complex, customized workflows, deployed fast

Mimic and optimize any complex process, adapt workflows quickly.

Fully autonomous or human-assisted

Let AI workers carry out full processes or instruct them to work with your human team.

Fully autonomous or human-assisted

Let AI workers carry out full processes or instruct them to work with your human team.

Fully autonomous or human-assisted

Let AI workers carry out full processes or instruct them to work with your human team.

Your operations & automation team, in one

Basepilot creates automations and manages the operation end to end.

Your operations & automation team, in one

Basepilot creates automations and manages the operation end to end.

Your operations & automation team, in one

Basepilot creates automations and manages the operation end to end.

Works with any system, instantly

Connect Basepilot to any work app or internal system within minutes, via integrations or as a user.

Works with any system, instantly

Connect Basepilot to any work app or internal system within minutes, via integrations or as a user.

Complex, customized workflows, deployed fast

Mimic and optimize any complex process, adapt workflows quickly.

Complex, customized workflows, deployed fast

Mimic and optimize any complex process, adapt workflows quickly.

Fully autonomous or human-assisted

Let AI workers carry out full processes or instruct them to work with your human team.

Fully autonomous or human-assisted

Let AI workers carry out full processes or instruct them to work with your human team.

Your operations & automation team, in one

Basepilot creates automations and manages the operation end to end.

Your operations & automation team, in one

Basepilot creates automations and manages the operation end to end.

Book a demo

Watch Basepilot
in action

Book a demo to see how Basepilot can create custom AI workers to automate back-office processes.

Book a demo

Watch Basepilot
in action

Book a demo to see how Basepilot can create custom AI workers to automate back-office processes.

Book a demo

Watch Basepilot
in action

Book a demo to see how Basepilot can create custom AI workers to automate back-office processes.

Book a demo

Watch Basepilot
in action

Book a demo to see how Basepilot can create custom AI workers to automate back-office processes.

Testimonials

What our customers say

Testimonials

What our customers say

Testimonials

What our customers say

Testimonials

What our customers say

Frequently asked questions

What can I automate with Basepilot?
How does pricing work?
What’s the process like?
What can I automate with Basepilot?
How does pricing work?
What’s the process like?

AI workers to automate back office work.

Industries
Logistics (Coming soon)
Finance (Coming soon)

Made with ❤️ in San Francisco, USA

Copyright © 2025 Basepilot, Inc.

AI workers to automate back office work.

Industries
Logistics (Coming soon)
Finance (Coming soon)

Made with ❤️ in San Francisco, USA

Copyright © 2025 Basepilot, Inc.