High-value processes for

Policy Administration

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Why automation for Policy Administration?

Turn policy touchpoints into self-service moments that drive efficiency and resilience.

  • Automate customer requests and policy adjustments 24/7
  • Improve customer experience with fast, self-serve interactions
  • Create opportunities for cross-sell and upsell during each interaction

Automation of high-value processes for Policy Administration

Automation of policy administration enables customers to manage key updates and queries instantly through simple self-service journeys.

  • Update personal details such as address or beneficiaries
  • Handle billing queries quickly and efficiently
  • Adjust policy limits, coverage, and renewals in one flow

 

Benefits

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Increase productivity

Serve more customers by transforming well-defined queries into 24/7, powerful self-service.

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Reduce operational costs

Open up to significant savings by giving outcomes 20x quicker than over the phone.

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Increase customer retention

Raise the standard of your customer support with instant and 24/7/365 availability. 

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See it in action

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

Always on. Continuous growth

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24/7 Self-service

Always-on service, zero waiting time. Customers manage policies through guided conversations.

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End-to-end automation

Connect policy systems directly to conversational journeys to resolve requests automatically.

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Cross-sell

Policy changes become opportunities to offer relevant products.

Used for a variety of financial and insurance products

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Travel

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Motor

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Property

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Life & Health

Top features

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User authentication

Allow your customers to authenticate directly into your systems rapidly and securely.

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True self-serve

Enable your customers to retrieve and update policy information in their account.

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Automation ratio

Measure your automation ratio and keep improving the first contact resolution rate.

Conversational Process Automation

Spixii CPA leverages expertise in regulated processes that generic chatbot providers lack to improve customer-facing interactions.

Explore our end-to-end joint solutions

Our solution partners

Spixii integrates with leading core platforms to deliver end-to-end workflows.

Appian logo

Spixii partnered with Appian to offer businesses an embedded solution that enables straight-through processing (STP) of claims for P&C, Health, and Life insurance.

Find out more →

SOCOTRA-LOGO

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

Find out more →

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Blue Prism develops leading Robotic Process Automation software. Spixii complements it through the automation of conversations to create end-to-end self-service.

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Trusted by top-tier insurance leaders

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How to start using the Spixii platform


As a SaaS platform, you can quickly set up your account and start building high-value processes independently or with expert support, with dedicated onboarding and hands-on guidance to help you get the most from analytics and platform features.

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Start the conversation

Discuss your business needs with us, and let's share experiences.

Explore how Spixii CPA Platform accelerates automation of high-value processes.