See how financial services and insurance teams use Verdipidy to manage client portfolios, automate policy renewals, process claims, and stay compliant.
Ask questions in plain English. The AI queries your databases, runs reports, sends emails, and builds dashboards — all from a single chat window.
Ask "Show me client accounts with policies expiring this quarter" and the AI writes the SQL, runs it against your databases, and shows the results in an interactive table.
The agent can query databases, send emails, create workspaces, call external APIs, manage campaigns, generate reports, and more — automatically choosing the right tool.
Each agent is pre-configured for Underwriting, Claims, Client Services, or Compliance with role-specific prompts, tool access, and data permissions.
Results come with sortable tables, inline charts, CSV export, and clickable drill-down links. Click a client name to instantly see their full portfolio.
Show me client accounts with policies up for renewal this quarter
Found 24 accounts with policies up for renewal this quarter:
| Client | Policy # | Premium | Coverage | Renewal |
|---|---|---|---|---|
| Meridian Holdings LLC | POL-2024-8841 | $24,500 | Commercial | Apr 15 |
| James & Patricia Wells | POL-2024-7723 | $3,200 | Life | May 01 |
| Apex Manufacturing Inc | POL-2024-9102 | $87,000 | Workers Comp | Apr 01 |
| Sarah Chen | POL-2024-6654 | $1,850 | Auto | May 22 |
| Coastal Properties Group | POL-2024-5590 | $42,300 | Property | Jun 10 |
AI-powered phone calls with natural speech, real-time transcription, tool use during calls, and automatic CRM logging.
Hi, I'd like to check on the status of my homeowner's claim and find out about my coverage options.
Of course! Let me pull up your policy and claim details right now.
I've found your policy. Your homeowner's claim #CLM-2026-4471 was approved last week for $12,500. The check is being processed and should arrive within 5 business days. I also see your policy renewal is coming up on May 1st. Would you like me to go over your current coverage and any new options?
Ultra-realistic text-to-speech with customizable voices. Callers can't tell they're talking to AI — natural inflection, pauses, and conversational cadence.
While on the phone, the AI can query your databases, look up policy details, check claim status, retrieve premium quotes, and provide accurate real-time answers — no hold music.
Callers can interrupt the AI naturally. The system detects overlapping speech, stops its response, and lets the caller take over.
Every call is scored automatically — sentiment analysis, resolution tracking, quality metrics, and full searchable transcripts for training and compliance.
After a call, the AI can automatically send a text recap with claim status updates, policy documents, payment links, and a link to your client portal.
Build custom dashboards from natural language. Tables, charts, KPIs, and filters — auto-refreshing from your live data.
This dashboard was built in 30 seconds by telling the AI: "Create an insurance portfolio dashboard with active policies, premium revenue, claims ratio, client retention, monthly premium collections chart, and policy type distribution." The AI generates the queries, creates the components, and wires it to your databases automatically.
Visual workflow builder with conditions, loops, human approvals, and AI steps. Schedule tasks or trigger them from webhooks.
Automatically identify policies approaching renewal, generate personalized quotes, send multi-channel reminders to clients, and escalate non-responses to account managers before lapse.
Incoming claims are automatically validated against policy terms, checked for fraud indicators, matched to coverage limits, and routed for adjudication based on dollar thresholds and claim type.
Automatically scan client accounts for regulatory compliance issues, flag missing documentation, generate audit-ready reports, and notify compliance officers of approaching deadlines.
New client onboarding triggers automated identity verification, credit bureau checks, sanctions screening, and document collection. Results are compiled for underwriter review before policy issuance.
Runs on schedule or on-demand. Workflows can trigger on a cron schedule, via webhook from external systems, or manually from the workflow dashboard.
Build and execute email, SMS, and AI voice campaigns with A/B testing, sequencing, and real-time analytics.
Personalized email with current coverage summary, new product recommendations, and a scheduling link for an advisor call
Short text highlighting potential premium savings, bundling discounts, and one-tap link to schedule a review
AI calls remaining clients to discuss coverage options, answer questions, and schedule an advisor meeting.
Subject line: "Save up to 15% on your {PolicyType} renewal" outperformed "{FirstName}, your annual review is ready"
Full SQL editor for power users, Airtable-like custom tables for everyone, and a universal API connector for any external service.
| Client | Status | AUM |
|---|---|---|
| Meridian Holdings | Active | $2.4M |
| Wells Family Trust | Active | $890K |
| Apex Manufacturing | Review | $5.1M |
Native integrations with your databases, Google Workspace, telephony providers, and any REST API you point it at.
AI agents that work with Gmail, Sheets, Calendar, and Drive. Send emails, update spreadsheets, schedule meetings — hands-free from chat.
Hi James,
Your homeowner's policy (POL-2024-7723) is coming up for renewal on May 1st. Based on your account history, I've identified an opportunity to save approximately 12% by bundling with an umbrella policy.
I've attached a comparison of your current coverage against two enhanced options. If you'd like to discuss these in detail, feel free to reply to this email or call us at (555) 234-5678 to schedule a review.
Best regards,
Client Services — Generated by AI Agent
| Date | Client | Policy # | Premium | Status |
|---|---|---|---|---|
| 03/12 | James Wells | POL-7723 | $3,200 | Pending |
| 03/12 | Meridian Holdings | POL-8841 | $24,500 | Renewed |
| 03/12 | Sarah Chen | POL-6654 | $1,850 | Pending |
AI composes and sends emails on your behalf, creates drafts for review, reads incoming mail, and searches your inbox. Perfect for follow-ups triggered by database events.
Ask the AI to export query results to a spreadsheet, update a tracking sheet with today's numbers, or create a new report template — all through chat.
Create events, check availability, and schedule meetings. The AI can coordinate between team members and suggest optimal time slots.
Upload documents, create shared folders, and manage file permissions. Automatically organize reports and exports into the right team folders.
OAuth 2.0 secured. Your Google account connects via standard OAuth — Verdipidy never sees your Google password. Permissions are scoped to only what's needed, and you can revoke access anytime from Google settings.
AI controls a real browser to navigate external portals, fill forms, scrape data, and automate web tasks — with human oversight at every step.
Using computer vision, the AI understands what's on the screen — buttons, forms, tables, text. It navigates web apps the same way a human would, but faster.
Before submitting orders, making payments, or taking destructive actions, the AI pauses and asks for your approval. You see exactly what it's about to do and can approve, modify, or cancel.
Teach the AI once, run it forever. Record a browser task and schedule it to run daily — pull rate quotes from carrier portals, download regulatory filings, or monitor competitor pricing.
The Local Agent runs browser automation on your desktop for portals that require VPN or local network access. Cloud mode handles everything else without any install.
Use cases: Pull rate quotes from carrier portals, submit regulatory filings to state insurance departments, download loss run reports, check license renewals with state boards, monitor competitor rates and product offerings.
Upload insurance applications, claim forms, and financial statements. AI extracts key data, cross-references records, routes for approval, and updates your systems automatically.
Ask for any report in plain English. The AI generates the queries, builds the visuals, and can schedule them to land in your inbox every morning.
AI Insight: Commercial property claims increased 12% this month driven by 3 large water damage claims in the coastal region. Recommend reviewing deductible thresholds for Zone A properties and proactive client outreach about flood endorsements before hurricane season.
Claims frequency, severity trends, loss ratios by line of business, top claimants, reserve adequacy, and adjuster performance metrics. Delivered monthly.
License renewal status, filing deadlines, surplus line tax reports, producer appointments, and state-specific compliance requirements. Weekly.
Renewal rates, lapse analysis, at-risk client identification, cross-sell opportunities, and revenue per client trends.
New business written, renewal retention, commission earned, client satisfaction scores, and benchmarking against agency targets.
Premium revenue by line, commission payouts, accounts receivable aging, carrier placement ratios, and budget vs actual by department. Monthly.
Just ask. "Give me a report on policies expiring in the next 90 days, broken down by line of business and producer" — the AI writes the query, runs it, formats the results with charts, and optionally schedules it to repeat weekly.
Push notifications, Slack alerts, and a full mobile-ready PWA so your team stays informed wherever they are.
Browser push notifications for approvals, workflow completions, campaign events, and custom triggers.
Claims alert:
Send alerts to any Slack channel. Trigger from workflows, campaign events, high-value activities, or custom conditions.
Full platform access from any device. Chat with agents, approve workflows, and check dashboards from anywhere.
Role-based access, MFA, audit logs, encrypted credentials, and full admin control over every AI prompt and tool.
Admin, Manager, and Member roles control who can access client data, manage agents, run campaigns, and configure integrations. SOC 2 Type II compliant access controls.
Two-factor authentication with TOTP apps or hardware security keys. Enforceable at the organization level with grace periods.
All stored credentials, OAuth tokens, and database passwords are encrypted at rest with AES-256-GCM. PCI-DSS compliant handling of payment data. Zero plaintext secrets.
Every action is logged: who did what, when, from where. Searchable audit trail for compliance and troubleshooting.
Every AI system prompt is visible in the admin panel and overridable per organization. Full control over AI behavior — no black box.
Invite by email, assign roles, manage departments, set custom fields per member. Ownership transfer and member offboarding built in.