INSURANCE AUTOMATION

Virtual Agents for MGAs,
brokers and insurance carriers

Unitary’s Virtual Agents handle manual work directly in your tools, following existing processes. Deploy fast and see guaranteed results from day one, while building a foundation for scalable growth without extra headcount.

See it in action

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

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.

Carrier reporting

Automate bordereaux and compliance reporting to carriers.

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.

Policy administration

Automate rating, testing, QA, and policy support across legacy systems.

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

Smiling bald man wearing a white shirt, black jacket with floral boutonniere, standing outdoors in front of green trees.

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.