Powering the back office for MGAs, brokers, and carriers
Submissions, MTAs, claims intake, bordereaux. Built for the regulated complexity of broker, MGA, and carrier operations.
Automate manual work fast, reliably, and with measurable impact
Unitary’s Virtual Agents work across your existing systems to automate regulated, document-heavy workflows with speed, accuracy, and control.
We document your workflow, configure your Virtual Agent, connect to your tools, and launch with measurable outcomes. Start with one workflow, prove value quickly, then expand across your operations.
Virtual Agents use your existing systems through the front end, with standard user logins. They can operate across legacy portals, inboxes, policy systems, and more — without APIs or custom integrations.
Virtual Agents automatically escalate uncertain or high-risk cases to your team. You choose where human review is required, from targeted exception handling to approval steps on every workflow.
We document your workflow, configure your Virtual Agent, connect to your tools, and launch with measurable outcomes. Start with one workflow, prove value quickly, then expand across your operations.
Automation for the whole insurance distribution chain
Our Virtual Agents can learn any process, exactly as you do it today, across multiple tools and systems. Below are the most common use cases we handle.
MGAs
Automate submission capture, validation, and routing for faster turnaround.
Streamline policy changes, renewals, MTAs, and cancellations to reduce manual effort.
Classify and route incoming documents and tasks automatically.
Complete FNOL, triage, coverage verification, and fraud checks automatically.
Manage endorsements, document generation, and customer requests at scale.
Brokers
Automate data collection and account setup for new clients.
Extract and validate data from submissions to speed up quoting.
Automate complex premium and tax computations with precision.
Streamline premium collection and reconciliation processes.
Generate and deliver COIs instantly on request.
Automate bordereaux and compliance reporting to carriers.
Carriers
Process renewals and adjustments quickly and accurately.
Automate regulatory filings with guaranteed accuracy and audit readiness.
Extract, validate, and format data to meet carrier and reinsurer requirements.
Automate rating, testing, QA, and policy support across legacy systems.
“What we’re able to do with Unitary isn’t just automating workflows, it’s laying the foundation for the next version of Attune.”
Results from our insurance customers
99%+
On loss run requests
50%
On day one
19%
Directly linked to processing tasks faster
Trusted by top-performing operations teams worldwide
Start automating fast and grow with confidence
productivity, and power safe, sustainable growth.