Abrient's Policy Servicing Agent autonomously handles routine policy service requests end-to-end — from intake to resolution — inside your firewall.
The Policy Servicing Agent validates, decides, executes, and confirms — end to end — for approved request categories.
Validates against postal databases, checks state jurisdiction changes, updates the policy admin system, and confirms with the policyholder — all autonomously.
Guides through designation types, validates against policy provisions, checks community property state requirements, and processes with full audit trail.
Processes payment method changes, updates billing frequency, handles auto-pay enrollment, and calculates prorated adjustments with PCI-compliant validation.
Answers questions about coverage details, cash value, loan availability, and policy status — pulling real-time data from your policy admin system.
Processes rider additions and removals, face amount changes within non-medical limits, and conversion exercises with eligibility validation.
Knows its boundaries. Complex, ambiguous, or out-of-scope requests escalate to a human with full context. Never guesses. Never overreaches.
Receive request via email, portal, phone, API, or chat
Identify request type, policy, and verify identity
Apply carrier-specific business rules and compliance checks
Update PAS, billing, CRM with complete audit trail
Notify policyholder and close the request
The Policy Servicing Agent runs entirely on-premise, inside your firewall. Trained on your carrier's specific procedures. Complete audit trail for every action. No policyholder data ever touches an external cloud.
Tell us about your policy servicing needs.