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Setting up and scaling multiple AI Agents across workflows is challenging, especially when you’re stitching together disparate point solutions. This increases costs, fragments your operations, and makes it difficult to understand how different systems interact.
This is a crucial problem for many industries, but especially insurance and banking where transparency and control are paramount.
That’s why we’ve built AgentFlow, an all-in-one platform designed to tackle these challenges head-on. With it, finance and insurance organizations can effortlessly make, monitor, and orchestrate advanced AI Agents—as well as human experts—without additional tooling.
It allows organizations to configure, deploy, and orchestrate multiple AI Agents across workflows, while also enabling the integration of human supervisors and third-party systems. This ensures maximum control and efficiency.
AgentFlow consists of six modules that allow you to manage AI Agents in one place from start to finish—from tailoring them to your current needs to fine-tuning them as your requirements evolve over time:
With Configure, you can create tailored AI Agents, set security protocols, and deploy them flexibly on cloud or on-premise systems for seamless integration with existing infrastructure.
Orchestrate lets you design multi-agent interactions across multiple workflows, balance tasks intelligently, and ensure reliable operations through failover mechanisms.
Ingest enables the processing of diverse document formats in batches with real-time validation and error handling.
Monitor lets you track performance, resource usage, and response times in real time while maintaining detailed execution logs for compliance.
Review provides actionable insights through historical performance analysis and feedback systems to identify and resolve recurring issues effectively.
Fine-tune allows you to optimize AI Agents with historical feedback and continuous learning to ensure AI Agents deliver precise and improved outcomes over time.
Built For Insurance and Banking
We built AgentFlow specifically for insurance and banking, the two industries that historically struggle the most with adopting new technology—especially AI—due to extreme security, transparency, and trust requirements.
To overcome these challenges, we have developed unique features that allow organizations in these sectors to stay compliant, secure, and in control at all times. These include confidence scores, explainability, and audit trails.
Confidence scores quantify the reliability of AI-generated outputs, helping users assess the certainty of each decision. A low confidence score signals the need for human review.
Explainability ensures organizations can trace how AI Agents arrive at their conclusions, making it easier to identify potential biases, errors, or risks.
Audit trails are chronological records of all AI-driven actions and decisions, which help organizations track changes, verify compliance, and facilitate any external audits.
Additionally, we have enabled users to deploy AI systems within their own secure infrastructure, either on-premises or in a dedicated cloud environment. This type of private deployment minimizes exposure to external threats, such as data breaches.
AI Agents for Every Part of Organizational Processes
Within AgentFlow, organizations can configure, manage, and deploy six different AI Agents designed to automate different key parts of banking and insurance workflows. We have divided them into four categories that mirror the functions they automate: Process, Search, Decide, and Create.
Process AI Agents automate document and data processing.
Unstructured AI converts unstructured into structured data, like JSON, preparing it for RAG architectures and downstream GenAI applications. Once structured data is ready, Document AI can extract it to your desired fields, based on your custom schema.
Search AI Agents allow you to further search both your structured (Database AI) and unstructured data (Conversational AI).
For example, you could ask AI Agents to find all loan applications from the past year where applicants had a credit score above 750 but were still denied, or ask them to retrieve all auto insurance claims from the past six months that involve flood damage.
Our Decide AI Agent, Decision AI, can subsequently use your data to make data-driven decisions for you, either with or without a final human review. Finally, our Create AI Agent, Report AI, uses your data to generate tailored business reports, memos, and summaries.
Though we have designed our AI Agents to cover every part of end-to-end organizational workflows, you can use them to automate only specific parts of your processes and keep humans in charge of others.
Self-Serve Alongside White-Glove Implementation
For organizations seeking full autonomy, AgentFlow now includes a self-serve option, allowing teams to configure Agents independently. However, we remain committed to offering AI Agent configuration for clients who prefer DFY setups.
Get Started With AgentFlow
Ready to automate your workflows? Book a demo today to discover how AgentFlow can simplify your AI Agent operations and drive results across your organization.
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