High-value processes for Policy Administration

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Why automation for Policy Administration?

Touchpoints during the policy's life are needed when a change or adjustment is required. They represent a massive potential for giving value to customers by automating their queries in a 24/7 self-serve fashion while creating cross-sell opportunities.

Automation of high-value processes for Policy Administration

Actual use cases of automation of high-value processes for Policy Administration include:

  • Change of address, beneficiaries
  • Billing-related queries
  • Change of limits
  • Renewal of contract




Increase productivity

Serve more customers by transforming well-defined recurring queries that require manual effort into 24/7 powerful self-serve


Reduce operational costs

Open up to significant savings by embracing conversational process automation of high-value processes


Increase customer retention

Raise the standard of your customer support with 24/7/365 available self-serve delivering outcome in less than 3 minutes on average


See it in action

Request a demo with our sales team to get the solution overview. 

Increasing performance with Conversational Process Automation (CPA)


24/7 Self-serve

Deliver your high-value services at any time without interruption using conversational process automation which will also increase the resilience of customer service operations


End-to-end automation

Instantly solve online high-value queries by integrating your business process into your core systems using the Function Manager



Take the opportunity to ask your customers if they need anything else such as an update on available products and showcase current promotions

Used for a variety of financial and insurance products








Life & Health

Top features


User authentication

Allow your customers to authenticate into your systems rapidly and securely directly from the chatbot that will send them a digit code via email


True self-serve

Enable your customers to retrieve policy information and updating changes to their account securirly using a true self-serve eliminating, in most cases, the need for manual intervention


Customer experience capture

Measure your customer satisfaction rate using CSAT, TNPS or CES and gather feedback to understand how to improve your journeys and product offering

Embracing Conversational Process Automation (CPA)

Spixii CPA leverages insurance process expertise lacking by generic chatbot providers to improve customer-facing interactions and complete insurance companies’ automation platforms (e.g. RPAs).

Explore our end-to-end joint solutions

Our solution partners

From core systems to RPA, Spixii partners with the leading technology providers to offer end-to-end digital solutions.

Appian logo

Spixii partnered with Appian to offer insurers an embedded solution that enables straight-through-processing (STP) and no-touch claims automation for P&C, Health and Life insurance.

Find out more →


Socotra provides open APIs, a product-agnostic data model, and out-of-the-box capabilities to manage the entire policy lifecycle, making insurance innovation faster, easier, and more affordable.

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Blue Prism develops leading Robotic Process Automation software to provide businesses with a more agile virtual workforce. Spixii complements it through the automation of conversations.

Find out more →

Trusted by top-tier insurance leaders


How to implement Spixii Policy Administration

As a pure B2B2C solution, Spixii believes in the value of reconciling customer and business needs. Once live we offer premium hands-on support for 6 weeks accelerating the benefits gained by your business thanks to the Spixii Policy Administration Solutions.

robot with outstretched hand

Start the conversation

Discuss your business needs with the Spixii team and discover how the Spixii CPA Platform can accommodate them.