For brokers & claims teams

Faster policy issuance. Cleaner claims files.

Insurance runs on paperwork — and paperwork hides in inboxes. Xenora sends every policyholder a clean checklist on WhatsApp and Email, validates each upload with AI, and gives your team a claims-ready file per case.

What You Can Do

Built around how insurance & claims teams actually work — collect, validate, track, close.

  • Pre-built checklists for policy onboarding, KYC, and claims
  • WhatsApp & Email delivery — policyholders respond fast
  • AI validates ID, address, medical, and claim-supporting documents
  • Per-case workspace with full activity trail
  • Reminders configured per claim or policy timeline
  • Templates per product — life, health, motor, commercial

Common Documents

Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.

  • Policyholder KYC (PAN, Aadhaar, address)
  • Medical reports and prescriptions
  • Hospital bills and discharge summaries
  • Vehicle RC, driving licence, claim photos
  • FIR / police report (where applicable)
  • Bank account proof for settlement

How It Works

Four steps — from request to a clean, audit-ready record per client.

1

Pick or build a checklist

Start from a pre-built template or build a custom checklist for any client requirement.

2

Send on WhatsApp & Email

Add the client, set a deadline, hit send. No login required for the client.

3

AI validates every upload

Document type, legibility, completeness, and key fields — flagged before your team opens it.

4

Review, approve, archive

Your team reviews exceptions, approves, and archives — with a full audit trail per client.

Frequently Asked

Quick answers for insurance & claims teams.

Can multiple parties contribute to one claim?

Yes — the policyholder, hospital, and beneficiary can each upload their part; everything consolidates per claim.

Does AI catch fake or tampered documents?

AI flags inconsistencies, low-quality scans, and metadata anomalies. Claims investigators review what is flagged.

Can brokers use this for new policy onboarding?

Yes — same workflow. KYC and policy paperwork collected before the first premium.

Claims-ready files, faster.

AI-validated documents, audit-ready trails, no email chase.