01
Shared inbox triage
Claims, quote and renewal mailboxes read, classified and routed to the right queue.
- Emails and attachments read by AI
- Requests classified and routed by your rules
- Exceptions go to a person, not a black hole
Now onboarding design partners
Insurance automation that plugs into the systems you already run.
Read the emails, documents and datasets your teams work through by hand, and route clean results into your claims, policy and finance systems. No rip and replace.
In short
Exlify for Insurance applies the platform's document extraction, validation and workflow engine to carrier, MGA and broker operations: triaging shared inboxes, extracting claim documents, supporting underwriters, and replacing spreadsheet-based internal apps.
Start here if you are an MGA
Submission intake: broker emails, ACORD forms, SOVs and loss runs turned into complete, underwriting-ready cases.
See submission intakeFour places to start.
Pick the workflow that costs your team the most hours. Each one runs on the same engine and connects to the systems you already have.
02
Claims documents
Claim documents extracted and validated, then posted downstream.
- Template-free extraction from PDFs, images and emails
- Validation against your reference data
- Results posted to SAP or other downstream systems
03
Underwriting support
Point Exlify at your existing datasets and documents to help underwriters quote.
- Reads submissions and supporting documents (see submission intake)
- Agent steps for decisions with unwritten rules
- Reasoning shown alongside every value
04
Internal apps
Turn Excel and Access based processes into governed workflows.
- Forms and approvals built without code
- Purchase requisition approvals and similar internal processes
- Role-based routing and an audit trail
How a document becomes a decision.
- 01
Connect
Point Exlify at your inboxes, folders or an API. Your existing systems stay where they are.
- 02
Read
Multi-model AI extracts the fields you care about. Prompts are editable by your team.
- 03
Decide
Rules, matching and agents resolve each field. Agents give written reasoning, and a deterministic fallback covers the cases they cannot resolve.
- 04
Deliver
Clean results post to your systems through APIs, and people review only the exceptions.
Built for work that cannot be wrong.
Read more about how we approach responsible AI.
Reasoning you can read
Every agentic output carries its own reasoning field, not just a confidence score, so reviewers see why a value was chosen.
Fallbacks, not stalls
When an agent is unsure, a deterministic fallback path takes over instead of stalling the workflow.
Logic your team owns
Customers open the platform and change field prompts and logic themselves, with no engineering ticket.
Your own instance
Each customer runs a dedicated instance on Microsoft Azure with its own URL, database and storage. SSO and MFA are supported.
Frequently asked questions
Do we have to replace our policy admin or claims system?
No. Exlify sits between your inboxes, documents and systems of record. It reads and routes the work, then posts results to the systems you already run.
How does Exlify handle decisions where the rules are not written down?
Agent steps read the documents, resolve a field and write out their reasoning next to the value. When an agent cannot resolve a field, a deterministic fallback path takes over and people review the exceptions.
Can our team change the logic ourselves?
Yes. Field prompts and workflow logic are edited inside the platform, with no code, so changes do not wait in an engineering queue.
Can our developers call Exlify from our own applications?
Yes. Exlify offers lookup-data and document-processing APIs, so internal applications can use the same extraction and validation engine.
Where does our data live?
Each customer runs a dedicated instance on Microsoft Azure with its own database and file storage.
Is this available today?
The document, workflow and API engine is in production with customers in other industries. Insurance workflows are being built with design partners, so talk to us about scope and timing.
Related solutions
AP Automation
From invoice capture to ERP posting, with reasoning your approvers can read.
Explore AP Automation →Licensing
See what licensees sold, and whether what they made is on-brand.
Explore Licensing →See Insurance in Exlify.
Bring a real workflow. We will show you how it would run, on your documents, in a working demo.