Modernize Policy Servicing with AI-Enabled Automation and Compassionate Support
Benekiva’s policy servicing solutions are built to transform manual processes into seamless, digital-first experiences—for staff and policyholders alike.
From Bottlenecks to Breakthroughs: Transforming Policy Servicing for the Modern Era
Legacy policy admin systems, paper-based workflows, and siloed operations continue to slow down service delivery, frustrate policyholders, and overwhelm servicing teams. Tasks like policy updates, beneficiary changes, and document processing are too often plagued by inefficiency and error.
Benekiva’s cloud-native, configurable platform was built to solve these challenges head-on. Whether you’re modernizing incrementally or looking for full transformation, Benekiva empowers carriers to:
- Automate servicing workflows — from intake through resolution
- Enable self-service and agent-assisted support
- Centralize documents, e-signatures, and communications
- Integrate seamlessly with policy admin and CRM platforms
- Ensure auditability and compliance at every step
It’s time to retire the bottlenecks and embrace a better policyholder experience.
A Purpose-Built Platform with Humanomation™ (Human-Centered Automation)
Benekiva isn’t retrofitted from a policy admin system—it’s built specifically for servicing. That means our cloud-native platform meets you where you are and evolves with your needs, delivering modular capabilities that can be tailored to your organization and integrated with ease.
Our configurable platform supports:
- Policy Change Automation
- Document Upload & Management
- Automated Notices & Correspondence
- Beneficiary Updates
- Agent & Advisor Collaboration
- AI-Powered Triage & Task Assignment
This servicing-native design ensures seamless connection between servicing and claims when the time is right—without the bolt-on complexity or workaround logic. At the heart of our platform is Humanomation™, Benekiva’s philosophy of using automation to enhance human connection—not replace it. While our AI-enabled workflows handle repetitive tasks, your team can focus on what truly matters: delivering empathy, building trust, and creating lifelong policyholder relationships.
Solving the Industry’s Most Persistent Servicing Challenges
Benekiva eliminates the complexity that’s plagued policy servicing for decades:
| Industry Challenge | Benekiva’s Solution |
|---|---|
| Disconnected servicing and claims systems | Unified platform that bridges servicing and claims |
| Manual workflows and paper-heavy processes | End-to-end automation with AI-assisted intake |
| High servicing costs and staffing burden | Efficiency through rules-based automation |
| Poor policyholder experiences | Intuitive, omnichannel servicing touchpoints |
| Compliance gaps and audit risks | Real-time tracking, document management, and transparency |
