Autonomous servicing and policy servicing execution.
Layerup agents intake customer and broker requests, process billing and payments, prepare COIs and EOIs, handle endorsements, cancellations, reinstatements, and renewal admin — and write everything back inside your existing systems.
Inquiry to write-back — executed, not just routed.
Layerup spans intake to policy admin write-back. Servicing reps and underwriters approve, supervise exceptions, and own outcomes.
- 01Inbound intake
- 02Identity & policy match
- 03Request classification
- 04Document & data extraction
- 05Policy admin action prep
- 06Confirmation & write-back
Eight workflows. One operating model.
Each workflow is a deployable agent surface — start with billing inquiries, COI generation, or endorsements, and expand across the full servicing lifecycle.
Inbound from every channel.
Phone, email, broker portal, IVR transcripts, and chat — agents intake servicing requests, classify intent, and stage the matched policy for action.
- 01Email and portal monitoring
- 02Call and transcript intake
- 03Intent classification
- 04Policy and account match
- 05Initial routing and prioritization
Billing inquiries and payment workflows.
Agents handle billing inquiries, payment posting questions, premium financing inquiries, NSF follow-ups, and refund preparation against the billing system.
- 01Billing statement explanations
- 02Payment posting verification
- 03Premium financing inquiry support
- 04NSF and reinstatement quote prep
- 05Refund and credit memo preparation
Certificates and evidence of insurance, prepared in seconds.
Agents intake COI / EOI requests, match the policy and additional insured language, prepare the document for issuance, and stage it for review where required.
- 01Request intake and classification
- 02Holder and AI language match
- 03Policy and limit verification
- 04Certificate document preparation
- 05Distribution log and audit trail
Mid-term changes prepared and staged.
Address changes, vehicle adds and deletes, driver changes, named insured updates, exposure adjustments — agents intake the request, prepare the change packet, and stage it in the policy admin system.
- 01Change request intake
- 02Risk and exposure delta calculation
- 03Form and endorsement selection support
- 04Rating input preparation
- 05Document and confirmation drafting
Cancel, reinstate, and document — cleanly.
Agents process insured-requested and underwriter-driven cancellations, prepare statutory notices, calculate return premium, and run reinstatement workflows when conditions are met.
- 01Cancellation request intake
- 02Notice preparation per jurisdiction
- 03Return premium calculation support
- 04Reinstatement eligibility checks
- 05Document delivery and write-back
Renewal admin and not-taken-up recovery.
Agents prepare renewal packets, manage renewal questionnaires, follow up on NTU accounts, and stage referrals for the underwriter when conditions change.
- 01Renewal packet preparation
- 02Renewal questionnaire intake
- 03NTU outreach and follow-up
- 04Re-rate and re-quote prep
- 05Referral routing on material change
Every action documented inside your systems.
Agents write the resulting documents, notes, and status updates back into your policy admin and document management systems — no shadow systems, no extra clicks.
- 01Document write-back
- 02Activity and note logging
- 03Status updates
- 04Audit trail per action
- 05Bi-directional sync with PAS / DMS
Sample, score, and tune — continuously.
Every agent output is sampled against your servicing standards and compliance obligations, with feedback loops that tune the agents over time.
- 01Sample-based QA
- 02Confidence scoring and routing
- 03Statutory and contractual conformance
- 04Reviewer feedback capture
- 05Continuous improvement loop
Move servicing work from doing to approving.
Start with one workflow — COI generation, billing inquiry triage, or endorsement intake. Prove the cycle time and cost-per-request improvement and expand.