Transforming Affinity and Embedded Insurance Channels with an AI-Native Digital Execution Layer

Scaling affinity insurance programs often requires overcoming the friction of manual partner onboarding and fragmented legacy systems. For a leading U.S. financial institution, the goal was to deploy a robust embedded insurance platform capable of handling high-volume, bite-sized products. By leveraging AI-powered insurance automation, they successfully streamlined their distribution, moving from manual workflows to a fully integrated digital execution layer that delivers speed and scale without expanding their operational footprint. 

In this case study, you'll discover how to: 

• Drive Insurance Straight Through Processing: See how the insurer achieved STP at scale by automating the end-to-end journey from application to issuance, ensuring high-volume transactions are handled with zero manual intervention.
• Enable Automated Policy Issuance: Learn how real-time premium computation and issuance reduced manual dependency and allowed for coreless execution, minimizing the need for costly legacy system modifications.
• Integrate an Insurance CRM:Discover how a consent-driven journey and an embedded CRM enhanced data integrity, providing a unified view of the customer lifecycle across diverse distribution ecosystems.
• Leverage Real-Time Insurance Analytics: Gain 360-degree operational visibility and centralized monitoring to strengthen oversight and governance across all embedded partners and digital channels. 

Don't let legacy constraints slow down your distribution. Download the case study to see how AI agents for insurance are helping leaders modernize their affinity insurance programs and drive profitable growth today!