Without Silia
- 2 to 4 hours to build
- 65% arrives incomplete
- Back and forth for data
Underwriting Intake Agent
Part of the PEO / HR
Captures the SMB underwriting data and documents by conversation, validates completeness with OCR and hands the analyst a full file ready to analyze.
PEO / HR
The context
The underwriting intake file always arrives incomplete
Underwriting for workers comp and benefits is slow and messy. The SMB information arrives by email in scattered threads, with loose documents and missing fields. The analyst spends hours gathering data before starting. Each request round adds two or three days to the quote.
The solution
A complete file before it reaches the analyst desk
The agent classifies the coverage type and captures the business data and risk history by conversation. It receives the documents, runs OCR and validates each value. It checks completeness, generates an executive summary and hands the analyst a file ready to analyze.
Ask me anything
Key capabilities
A system that gets better with every question.
Business capture
It classifies the coverage type and captures industry, states, employees per category, annual payroll and years in operation by chat.
History and documents
It requests the loss history and supporting documents, OSHA logs and loss runs, processes them with OCR and validates each value.
Completeness check
It verifies every required field for the coverage type and flags what is missing, and passes the analyst only complete files.
Executive summary
It generates a structured summary of the risk profile with industry, size, history and flags, so the analyst starts in minutes.
With Silia
- Built in fifteen minutes
- 80% complete upfront
- Fewer rounds for data
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?
Timesheets & Shift Scheduling
Captures hours over WhatsApp, validates them against the shift and overtime rules, routes supervisor approval and consolidates the period for payroll.
PEO / HRCommercial Pre-Sales Copilot
Builds the rep a prospect brief by industry: profile, likely pains, value proposition, anticipated objections and a structured first-call script to run.
PEO / HREmployee Welcome & Onboarding
Greets the new employee on WhatsApp the moment they are registered, validates identity, signs documents, presents policies and guides benefits enrollment.
PEO / HRSMB Client Onboarding Agent
Onboards a PEO's SMB client through conversation, validates every document with OCR, detects what is missing, and hands over the file ready to activate.
PEO / HREmployee Change Events Hub
Captures hires, terminations and changes in a structured flow, requests supporting documents, builds the downstream checklist and notifies HR to run it.
PEO / HRClient Intelligence Agent
Builds the account manager an account brief from the Record Layer: recent activity, service gaps, risk signals and talking points by meeting objective.
PEO / HRSMB Contract Renewal Agent
Monitors contract end dates, opens the renewal cycle at ninety days, runs the client contact sequence and builds the renewal brief for the account manager.
PEO / HREmployee HR Self-Service Desk
Resolves time-off, balance, policy and payroll questions over WhatsApp, opens the request with a tracking number and routes it on to the right supervisor.
PEO / HREmployee Benefits Navigator
Guides the employee through open enrollment on WhatsApp: presents the plans, compares them in plain language, captures dependents and links the portal.
PEO / HRPayroll Pre-Dispersion Review
Reviews the pre-payroll report line by line against the rules, cross-checks hours and events, grades each anomaly and blocks the cycle when critical.
PEO / HR