Policy Servicing

Fast updates without the manual paperwork.

Keeping records up to date shouldn't require endless phone calls or chasing paper forms. Our policy servicing center takes care of the busywork of policy and claim maintenance.

Validate data to improve efficiency

Reduce NIGO's

Eliminate double entry

Empower agents, policyholders, and claimants

Benekiva policyholder self-service dashboard showing automated policy servicing workflows and beneficiary update forms.

Real Results You Can Measure

One Tier 1 carrier used Benekiva’s claims automation workflow to to give their team back thousands of hours.

Reduced NIGOs

47%

Phone calls eliminated

200,000

Hours saved annually

23,667+

AI-Driven Servicing

Benekiva's policy servicing solution transforms manual maintenance into an AI-driven chatbot experience. Policyholders can update beneficiaries, owners, and addresses in just minutes, from any device, maintaining an accurate, single source of truth.

Built-In E-Signature

Sign documents digitally right inside the chat flow, no extra integrations required.

Compliant Correspondence

Send automated letters and updates formatted to meet state-specific requirements.

Context-Aware Communication

Deliver the right tone for every interaction.

Automated Approval Workflows

Configure business rules to route and approve policy changes automatically.

Streamline Workflows

Automate every step, from first request to the final approval.

Seamless Integrations

Our claims handling software plugs directly into your existing admin tools to share data.

Every update, every signature, every approval happens securely and automatically within one connected ecosystem.

Explore More Solutions

Discover how Benekiva's comprehensive platform can transform your operations.

Claim Submission

Simplify claim submission for faster, more seamless experiences.

Claims Workbench

Claims workflow automation for speed, compliance, and loyalty.

Portals

Connect claimants, agents, and processors to settle claims faster.

Build a Claims Process that Work for Everyone

Let's Connect