Without Silia
- From 20 to 45 min per transaction
- Each field captured 3 to 5 times
- Errors, corrective endorsements
Guided Policy Issuance
Part of the Broker
Guides the advisor through issuance, validates the documents against the brief, runs the transaction in the carrier and syncs CRM, ERP and the doc manager.
Broker
The context
Issuance gets re-keyed across system after system
When the client picks the quote, the advisor enters the carrier portal, re-keys the data and records the policy in the CRM and ERP. Each field is captured three to five times and the transaction takes twenty to forty-five minutes, with errors that end in endorsements.
The solution
A guided issuance where the advisor only approves
The agent takes the chosen quote with the file and the compliance token, validates the documents against the brief before sending. It runs the transaction in the carrier, syncs CRM, ERP and the doc manager at once and notifies the client. The advisor only approves.
Ask me anything
Key capabilities
A system that gets better with every question.
Pre-validation
Validates the client documents against what the brief declares with OCR and spots any discrepancy before sending to the carrier.
Guided execution
Checks the compliance token is active and runs the transaction in the carrier portal, guiding the advisor step by step to issuance.
System sync
Syncs the CRM, the ERP and the doc manager at once with one field captured a single time, keeping the broker's book always current.
Exceptions with lineage
Catalogs each exception with its context and a proposed action, and escalates it to the advisor with the auditable lineage of every step.
With Silia
- Under five minutes
- One field captured once
- A transaction with audit lineage
System
System integrations
During every call, Silia connects live to the systems your operation runs on — updating records, triggering workflows, and confirming actions without interrupting the conversation.
FAQs
Still have questions?
Multi-Carrier 360 Quoting
Quotes across every carrier at once, normalizes the replies into a comparison with three scenarios and spots the client's coverage gaps with the broker rules.
BrokerClient Document Onboarding
Collects the client's documents over WhatsApp, reads them with OCR and validates the RFC against SAT, leaving the client file complete and ready to quote.
BrokerCommercial Inbound
Handles every lead over WhatsApp, web or email in under 30 seconds, scores it against the broker's ICP and assigns it to the right advisor with full context.
BrokerProactive Renewals Engine
Detects each expiry ahead of time, requotes with the current carrier and alternatives, contacts the client and runs the renewal once the client approves.
BrokerAML & KYC Compliance Engine
Runs the client's KYC and KYB validation against the existing providers, classifies the result and issues the auditable compliance token needed to issue.
Broker