INSURANCE AUTOMATION

Transform your insurance operations this summer

Start automating manual workflows in weeks. Sign up by 31 August to get your first month free and 50% off the rest of your trial.

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Insurance Use Case Demo: Bordereaux Management
WORKFLOW AUTOMATION MADE SIMPLE

Designed to handle the complexity of insurance. Implemented with ease.

Custom built for your workflows

No templates. Built to replicate the work you do today in your existing tools, including legacy systems, inboxes, spreadsheets, and portals.

Live in weeks, not months

No technical integrations or process change required. Our agents learn and replicate your workflows fast, so you can start automating in as little as four weeks.

Guaranteed business outcomes

No more AI projects that never move beyond pilots. We back our results with contractual SLAs built around the outcomes that matter to your business.

EXCLUSIVE SUMMER OFFER

Get started this summer with your first month free

We’re making it easier to start automating your insurance operations this summer.

Sign up by 31 August and get your first month free. Plus, get 50% off the rest of your trial.*

No commitment. No upfront costs. Just a fast, low-risk way to see what automation could do for your team.

Terms and conditions apply.

USE CASES

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

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.

Attune company logo with stylized teal geometric starburst symbol to the left of the word 'attune'.

“What we’re able to do with Unitary isn’t just automating workflows, it’s laying the foundation for the next version of Attune.”

Michael Guity
Back Office Team Manager, Attune

Part of the insurance communities shaping the industry