AI Insurance Agent.
End-to-End Autonomous Insurance AI Agent System (Patent pending)
The QuickFi platform streamlines the high-friction component of the equipment financing workflow: the collection and verification of insurance certificates with a new AI Agent System.
Overview
LIVE ON: 09/12/2025
The AI insurance agent automates document intake, extraction, verification, and multi-channel follow-ups. The agent integrates LLM reasoning, rule-based logic, and scalable APIs within a robust full stack architecture deployed on Azure. The agent incorporates LLMs that handle document recognition and data extraction, interactions including email and voice AI, and document verification.
Traditionally, this process spanned 1-4 weeks, requiring repeated back-and-forth with vendors and insurance agencies. Manual tasks included verifying insurance coverage, checking certificate validity, and requesting missing details.
Agent Framework
Insurance Agent
Outcome
The AI insurance agent achieved 100% request coverage, with no missed customer insurance submissions thanks to persistent, 24/7 email monitoring. The system cut certificate collection time by 60%, with ~80% of certificates verified automatically. Edge cases or ambiguous responses were intelligently escalated. Human-in-the-loop design ensured safety, while backend fault tolerance enabled consistent operation in production.
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