AN AFFINSYS PRODUCT
Why remote onboarding matters
Digital onboarding is critical to getting customers covered quickly. Changing compliance requirements make eKYC challenging, but AI enables flexible data collection, validation, and remote verification.
Omnichannel registration
Enroll customers across channels and securely collect primary and policy-specific information.
Document upload and extraction
Collect required documents based on policy type, then use computer vision and OCR to extract data and auto-fill forms for validation.
Validation and verification
Verify information through regulatory sources and perform checks such as geolocation, face matching, document validation, AML, and other compliance controls.
Liveness detection
Use live video, face matching, landmark detection, and voice/ASR mechanisms to support identity and liveness requirements.
Video eKYC with agent handoff
Escalate to a live agent for video KYC when required, supported by an agent assist dashboard and an auditable record of bot and agent actions.
Operational impact
AI-based onboarding can help insurers change flows and integrations quickly, improve customer acquisition, and reduce cost to serve.
How Agentic AI elevates this use case
Beyond automation, an agentic layer can understand intent, reason over customer and policy context, choose the next best action, coordinate systems and people, and continuously learn from outcomes.