Without Silia
- Manual capture of each field
- Documents chased by email
- Policy activation in days
Policy Document Onboarding
Part of the Insurance
Onboards the policyholder over WhatsApp: receives their documents, reads them with OCR, validates RFC and ID against official sources and opens the file in the CBS.
Insurance
The context
Policyholder onboarding stalls in scattered paperwork
Every onboarding arrives by email and WhatsApp as loose files. An analyst transcribes the data by hand, chases the missing documents and captures them one by one in the CBS. The process takes days, opens the door to capture errors and delays activating each new policy issued.
The solution
A conversational onboarding that captures itself
The agent receives the documents on the channel the policyholder already uses, reads them with OCR and validates RFC and ID against official sources. It spots what is missing and asks at once. Once the file is complete, it records it in the CBS ready to issue.
Ask me anything
Key capabilities
A system that gets better with every question.
OCR reading
Reads the ID, proof of address and tax certificate, extracts each field and assigns a confidence score before adding it to the file.
Official validation
Cross-checks RFC and ID against official sources and flags any inconsistent data so an analyst reviews it before the onboarding closes.
Missing-doc follow-up
Compares what arrived against the expected kit, spots the missing doc and requests it on the same channel, with reminders until complete.
Direct CBS onboarding
Drops the validated file into the CBS with the active policy, the documents and the policyholder data, ready for the team to issue at once.
With Silia
- Automatic OCR extraction
- Missing docs asked at once
- File ready in minutes
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?
Resolution Desk
Ingests the claim file, builds the coverage table, coordinates providers with deadlines and escalates only the exceptions to the adjuster with context.
InsuranceProvider Network
Orchestrates each service with the network providers on their channel, logs the whole interaction and builds the reconciliation package when the service closes.
InsuranceEndorsements & Renewals
Receives the endorsement request, extracts the change with vision, validates it against the product rules and runs it in the CBS with receipts and endorsed policy.
InsuranceClaim Notice
Receives the claim notice over WhatsApp, validates coverage against the CBS and opens the structured claim file in under two minutes, ready for the desk.
InsuranceProvider Billing Alerting
Reads each provider invoice line by line, cross-checks it against the agreement tariff and alerts with a zero to one hundred score on every deviation found.
Insurance