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🛡️ INSURANCE

Quote Faster. Claim Smarter. Retain Longer.

AI-Driven CRM for Insurance That Delivers — From Slow and Siloed to Fast and Customer-Centric.

Insurance customers demand instant quotes, seamless claims, and proactive communication — yet most insurers still rely on legacy systems and manual processes. Amalfi builds Salesforce Financial Services Cloud for Insurance and AI claims automation that modernizes your entire operation

What We Build

  • AI-Powered Underwriting Assistance — Automated data collection, risk scoring, and underwriting rule application — reducing policy issuance time from days to hours.
  • Claims Automation Pipeline — End-to-end claims workflow: FNOL capture via WhatsApp, AI damage assessment, adjuster routing, settlement approval, and payment trigger.
  • Policy Renewal Automation — 90/60/30-day renewal sequences with AI-personalized messaging that predicts churn risk and offers proactive retention deals.
  • Agent & Broker Portal — Custom Salesforce or Zoho portal where agents manage leads, policies, renewals, and commissions in real time.
  • Fraud Detection Signals — AI pattern recognition that flags suspicious claims for investigation, reducing fraud losses without slowing legitimate payouts.
  • Customer 360 for Policyholders — Unified view of all policies, claims, communications, and life events per customer for proactive cross-sell and service.

Our Unique Differentiator

We have built WhatsApp-based FNOL bots that let customers report claims instantly via photos and voice notes — dramatically accelerating claims intake and boosting customer satisfaction scores. First notice of loss has never been faster or easier

Key Tools: Salesforce FSC for Insurance | Zoho CRM | WhatsApp FNOL Bot | N8N | AI Fraud Detection | DocuSign

Turn Mission Into Momentum

Faster claims processing with AI automation
60 %
Improvement in renewal retention rates
22 %
Reduction in fraudulent payouts with AI signals
25 %

Modernize Your Insurance Operations → Get a Claims Automation Demo

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