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Insurance

Insurance - Automating Policy Operations and Renewals

Challenge

A major insurance carrier faced rising operational costs and delays across quoting, underwriting, and renewals.

Agents relied on disconnected systems — CRM, quoting tools, and policy databases — forcing repetitive manual data entry and slow response times for customers.

What CLU Did

We implemented CLU to connect all systems under one orchestration layer. Through CLU, natural language requests from both brokers and clients were interpreted, classified, and executed by specialized AI Agents.

Agents generated quotes, updated customer records, triggered renewals, and followed compliance workflows automatically. CLU's Control Tower provided end-to-end visibility, tracking every agent action and ensuring process integrity.

Impact

85% reduction in administrative and operational costs

73% faster processing for quotes and renewals

30% increase in customer satisfaction (NPS)

ROI achieved within 60 days

"CLU helped us move from reactive operations to intelligent, autonomous service delivery."

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