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Actioneer ranks #1 on the DABstep benchmark for enterprise data agents, ahead of NVIDIA, Microsoft, and Google.
Insurance

Actioneer for insurers.

Actioneer reads your policy and CRM systems to catch at-risk renewals, speed up claims, and re-engage lapsed policyholders, read-only, inside your own cloud.

Trusted By Global Investors And Operators
A Few Things We Do

What Actioneer does across your book.

restart_altWins back lapsed renewals, ranking by reachability first, then by propensity to renew.
support_agentPlaces the renewal outreach through a voice agent in the customer's regional language, and writes the disposition back to your team.
event_busyFlags policies trending toward lapse early, while there is still time to retain the customer.
recommendIdentifies customers ready for additional cover or an add-on, and routes the offer to them.
person_addRecovers prospects who dropped off mid-quote or proposal.
hourglass_topSurfaces renewals and cases that are stalling, before they age out of the window.
How It Works

It runs inside your cloud, and only ever reads.

We do not pull your data into our systems. Actioneer is deployed as a private instance inside your own cloud, so everything stays in your environment from the first day.

cloud
We deploy in your cloud
A private instance, inside the environment you already run. Nothing leaves it.
visibility
We connect read-only
The agents read from your systems. They never write back, change a record, or touch production.
smart_toy
The agents do the work
They read, score and explain, then surface what needs your attention, in plain language.
task_alt
Your team acts
You get a ranked list or a clear view, and your people make the call.
Every read is logged, so you always have a full audit trail of what was looked at and when.
Integrations

It reads what you already run.

We connect read-only to the systems your policies and distribution already live in.

Layer 01

Interfaces & Agents

insightsConversational BInotifications_activeProactive AgentscallVoice CampaignsgroupsCRM Campaigns
southAsks · Actsnorth
Layer 02 · Actioneer

Context Layer

hubData Graphaccount_treeKnowledge GraphcognitionMemory & Learningverified_userGovernance Graph
southRead-only
Layer 03

Business Systems

verified_userPolicy AdministrationcontactsCRMdescriptionClaims SystemsgroupsAgency & DistributiondatabaseData Warehouse
Security

Built to sit inside regulated environments.

Your data stays in your cloud, in India, and never leaves it. Access is read-only and scoped, and every read is logged.

lock
Read-only by default
The agents never write back, post an entry, or change a record.
cloud_done
Inside your own cloud
A private instance in your environment, in India. Nothing leaves it.
visibility
Every read logged
A full audit trail of what was looked at, and when.
verified_user
IRDAI-aligned
Built to sit with IRDAI expectations on data residency and access.
Outcomes

What changes.

event_availableRenewals at risk get caught early and sent to the right agent, while there is still time to save them.
insightsYou can see how each producer and channel is doing, and where distribution is leaking, any time.
gavelSlow claims, leakage and missed SLAs show up as they happen, traced back to the cause.
restart_altLapsed policyholders get scored and re-engaged, starting with the ones worth the effort.
Why Actioneer

Built to act, not just report.

Most tools give you another dashboard, or let a chatbot write into your systems. Actioneer does neither, it reads your data where it lives and hands your team the next step.

Built around your problem. We start from the specific job you need done, not a generic product you have to bend to fit.
Experts on your problem. A team that knows your domain sets it up and gets it working on your data.
Maintained like an in-house team. We keep it running and tuned as your business changes. It does not end with a hand-off.
Frequently Asked

Common questions from Insurance teams.

Yes, read-only. It reads from your policy admin system, along with your CRM and claims systems, and surfaces what matters. It never writes back to any of them.
The agents score and rank who is worth re-engaging and suggest the channel. They do not contact anyone themselves. The outreach runs through your own governed channels, scoped to the rules you set.
Yes. It runs as a private instance inside your own environment, in your region, with your data never leaving it. Access is read-only and every read is logged, so the data stays where your regulator expects it.
No. It is read-only across your policy admin, CRM and claims systems. It reads them to spot what needs attention and surfaces it, but it never updates a policy, touches a claim, or changes a record.
Yes, across all three. The agents read each line where its data already sits and surface renewals, distribution and claims signals per line, so a multi-line insurer gets one consistent view.
Every flag comes with the reason behind it, scored against your own data, so it is not a black box. You can check it against what actually happened, and your own rules stay in charge of any action. Starting on one line or one book is the easiest way to see how the flags hold up.
Begin The Engagement

See which renewals you could be saving.

A conversation with the Actioneer team to find which renewals you could be saving across distribution and claims-ops, on your own systems, read-only.

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