Assurances Lafia
This brokerage wanted prospects to be able to request a quote without coming in. We built its website, with an online quote request journey.
Banking, Finance & Insurance
Process your files faster, without loosening control.
In a regulated business, every file goes through checks, approvals and written records. We speed up document intake, information search and customer replies, and leave every decision that commits the company with your teams.
Review how you process filesFree initial consultation
Your priorities
What slows a file down.
Illustrative example
Documents to re-key
Documents arrive by email, as PDFs or photos, and a case handler copies their details into the management software.
Document intake
Incoming documents are read, sorted and matched to the right file, then a case handler checks the extracted details before they're recorded.
Vision & OCRProcedures that are hard to find
A product's conditions or a cover rule sit in memos that advisers don't always know where to look for.
Internal knowledge
Advisers query procedures and product conditions, with the source of every answer and within their access rights.
Put company knowledge to workCompany knowledgeCustomers left without news
The customer doesn't know where their file stands, so they call back, and every call interrupts work on other files.
Online quotes and tracking
Customers request a quote or check their file's progress online, at any hour.
Improve the customer experienceCustomer experience
Request routing
Each incoming request is qualified and sent to the right department, with its documents already checked.
Automate operationsGovernance
Approvals, traceability and existing systems.
Read-only first
Your management software stays in place, and we read from it before writing anything to it.
CNDP declaration
It falls to your organisation, and we document the data flows to help you prepare it.
Our approach
We start from your approval chain.
- Documents receivedThe tool
- Details checkedAuthorised person
- File preparedThe tool
- ProposalThe tool
- DecisionAuthorised person
Before building anything, we map with your teams how a file moves, its control steps and who is authorised at each one.
That chain sets what the tool can prepare, what it can propose and what it never does on its own.
Our work
Our work in the sector.
Winhub
The vendor needed to take its customers' payments online. We integrated the payment gateway, which was our only scope on this project.
FAQ
Frequently asked questions
Can AI decide on a file by itself?
We don't design it for that. It reads the documents, extracts the details and prepares a proposal, then an authorised person decides. The level of autonomy at each step is agreed with you during scoping and written into the approval chain.
How do we know what the system did on a file?
Every action is recorded with its author, human or system, and its date. An approved proposal also keeps the name of the person who approved it, so you can answer an internal audit or a complaint.
Can our customer data stay with us?
It can. We choose the hosting with you for each project, between your own infrastructure, a server we manage and a managed cloud. When documents must not leave your premises, the AI model can run on site too.
Are your tools compliant with regulations?
The compliance of your processing is your organisation's responsibility, and we don't certify it on your behalf. What we do is document every data flow, the access rights and the hosting chosen, which gives you what you need to present to your compliance team and to the CNDP.
How much does a project in a financial institution cost?
The investment depends on the types of documents to handle, the volume of files, the systems to connect and the level of traceability required. Model usage and hosting come on top, billed by their providers, either in your name or recharged at cost. So we set the amount after mapping a file's journey with you.
Let's discuss your priorities
Let's review how you process files.
Pick a type of file that keeps your teams busy, and tell us about the documents received, the checks and the approvals. We'll work out together which steps to lighten and which to keep in your case handlers' hands.
- The call lasts thirty minutes, by video.
- You speak directly with a Claro expert.
- Afterwards, we email you the next step we recommend.