Solutions / Insurance

Run regulated ops. Without the chaos.

Parties, forms, and workflows built for regulated operations — so structured data stays consistent and auditors can follow the trail.

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  • Built for regulated teams
  • Structured capture by default
  • Audit-friendly processes

A connected insurance operation.

Parties, forms, workflows, and books — coherent enough for compliance and day-to-day speed.

Parties

Forms

Workflows

Docs

Finance

Insights

Solve real insurance challenges

Structured ops that still move fast.

Compliance without the paperwork pile-up.

Party consistency

Customers and partners that don’t fork across tools.

Structured forms

Capture the fields auditors expect — every time.

Process workflows

Approvals and handoffs that leave a trail.

Document control

Files tied to parties and cases — not shared drives.

Policy & case notes

Docs and notes that stay with the record.

Collections & finance

Premiums and payouts finance can reconcile.

Team & roles

Staff permissions that match regulated access.

Reporting & audit

Evidence of what happened — when it happened.

Customer communication

Conversations grounded in the case record.

Manifest AI

Flag incomplete cases and process exceptions early.

Vaani

Policy and status answers from live structured data.

Agents Studio

Follow-up and completeness agents with approval gates.

AI for insurance operations

Completeness, conversations, and agents — with audit trails.

Agents Studio

Completeness and follow-up agents with human approval.

Build an agent

200+

Insurance teams

5M+

Forms processed

35%

Less case rework

99.9%

Platform uptime

Customer story

How ShieldCover cut case rework by 35%.

Forms, parties, and workflows on one spine — every case stayed complete enough for review.

Read the full story

“Structured capture used to slow us down. Vipani made completeness the default — without the chaos.”

AM

Arjun Mehta

Ops Lead, ShieldCover

Ready for regulated ops that still move?

Let’s build a more capable tomorrow. Together.

Get startedTalk to our team