Digital Acquisition

Frictionless new-customer onboarding in minutes.

Accelerate customer acquisition by automating end-to-end onboarding with comprehensive eKYC, document verification and secure authentication. Agentic AI coordinates each step while keeping compliance and human review in the loop.

01 · IDENTITYeKYC

Face, speech and identity verification.

02 · DOCUMENTSOCR + Vision

Extract and validate data from IDs and proofs.

03 · SECURITYMFA + Liveness

Secure each critical transaction.

04 · HUMANLive Handoff

Bring an expert in when needed.

eKYC
AGENT
Core capabilities

Built for insurance journeys that need to move faster.

Accelerate customer acquisition by automating end-to-end onboarding with comprehensive eKYC, document verification and secure authentication. Agentic AI coordinates each step while keeping compliance and human review in the loop.

001

eKYC

AI and machine-vision models support secure customer journeys with facial recognition, speech verification and live video.

002

Multi-factor Authentication

Secure onboarding and transactions with OTP, PIN, credentials and primary-data checks.

003

Document Upload & Verification

Extract data from identity documents, connect to verification systems and maintain compliance.

004

Human Hand-off

Bring a human into the loop through live interaction when the journey needs assistance.

Onboarding building blocks
01Omnichannel & Multilingual
02Multi-level Authentication
03Secure Onboarding
04Document Upload & Data Extraction
05Document Verification
06Face & Speech Verification
07Liveness Detection
08Human Hand-off
Agentic AI orchestration

From eKYC steps to an orchestrated onboarding agent

Instead of stopping at conversation or recommendations, InsureBuddy agents understand context, reason across customer and policy data, coordinate tasks and execute the next best action with guardrails and human escalation.

STEP 01

Capture

Guide the customer through profile and product-specific information.

STEP 02

Verify

Extract documents, run OCR, validate identity and perform liveness checks.

STEP 03

Decide

Assess completeness, confidence and exceptions against onboarding rules.

STEP 04

Complete

Activate the profile and move directly into product or policy journeys.

STEP 05

Escalate

Route exceptions to an agent with all collected context attached.

Business impact

Designed to improve experience and operational performance together.

<3 minTargeted frictionless onboarding
MFASecurity built into the journey
360°Digital identity and profile context

Turn every insurance interaction into an intelligent journey.

See how InsureBuddy.ai can bring agentic AI into your existing insurance ecosystem.