DOT

DOT is a Gen AI-powered automation platform developed by iorta to transform operations in the insurance and lending sectors. It replicates human actions with high precision, automating complex workflows such as policy issuance, claims management, customer onboarding, and lead nurturing. DOT integrates seamlessly into existing systems, enabling organizations to boost efficiency, reduce costs, and deliver superior customer experiences across the entire value chain.

Features

• Policy issuance with customer communication and comprehension checks
• Session memory for persistent user experience and workflow continuity
• Dynamic nudges to enhance customer engagement and follow-ups
• Automated customer onboarding with e-KYC and compliance checks
• Lead management with scoring and intelligent routing
• Premium collection via personalized payment links
• Policy servicing including endorsements and customer queries
• Claims management from filing to settlement
• Policy renewal and termination with risk assessment
• Recruitment management for agent onboarding and evaluation
• Needs assessment and quoting with personalized product suggestions
• Retrieval-Augmented Generation for accurate document-based responses
• Workflow adaptation to organization-specific processes
• Operational data analytics for continuous improvement
• Integration with messaging platforms like WhatsApp

Capabilities

• Autonomous execution of repetitive and complex tasks
• Plug-and-play integration with CRMs, portals, and chat platforms
• Real-time lead scoring and sales guidance using AI
• Automated document handling and KYC verification
• Cross-functional support for sales, support, and operations teams
• Enterprise-grade security and compliance with IRDAI, RBI, and data privacy norms
• Retrieval-based AI for contextual and accurate responses
• Multi-channel communication and engagement automation
• Predictive analytics and performance tracking by region, agent, and channel

Benefits

• Accelerated agent and customer onboarding (under 15 minutes)
• Enhanced sales productivity through intelligent automation
• Streamlined claims and policy servicing processes
• Improved compliance and audit readiness
• Reduced operational costs and human dependency
• Superior customer experience with proactive engagement
• Faster decision-making through real-time insights
• Scalable automation across insurance and lending operations
• Boosted brand reputation through digital excellence