Policy management

READY-TO-DEPLOY AI AGENTS

Automate policy management with agentic AI

Process endorsements, renewals, and servicing tasks 10x faster with an AI employee that never drops a request or miskeys a policy number.

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

DEPLOYMENT TIME

4-6 weeks

AUTOMATION RATE

90%+

AUTOMATION ACCURACY

95%+

Your operations team wasn’t hired to rekey data…

Servicing backlogs are growing

Teams are overwhelmed by endorsement requests, renewal updates, cancellations, and reinstatements—all handled manually.

15–45 minutes of human effort per average servicing task

Manual entry = costly errors

One mistyped VIN or effective date can trigger downstream claims and compliance issues.

Policy errors cost carriers millions in leakage and corrections

Slow turnaround time

Slow service frustrates brokers, agents, and policyholders—hurting satisfaction and renewal rates.

Every delay increases churn risk

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Use agentic AI to manage policies—instantly and accurately

This agent is pre-trained to run the entire authorization workflow. Deploy once on your systems, and it continuously processes incoming requests.

Process endorsements and changes automatically

Magical logs into your policy admin system, locates the correct policy, and makes updates based on structured inputs—faster than a human.

Handle renewals and non-renewals at scale
Handle renewals and non-renewals at scale

Automatically apply rating changes, update limits, and push notices to agents and policyholders.

Extract data from PDFs, emails, and portals
Extract data from PDFs, emails, and portals

Magical reads submission forms, broker emails, and scanned docs—and applies changes without human input.

Audit-ready, secure, and always compliant
Audit-ready, secure, and always compliant

Zero data storage. All PII processed locally with full activity logs.

Deploy one agent or automate the entire workflow

Deploy one agent or automate the entire workflow

Step 1: Book a demo

We’ll show you how Magical fits into your policy workflows—without changing your core system.

Step 2: Deploy Magical

We’ll show you how Magical fits into your policy workflows—without changing your core system.

Step 3: Automate forever

Magical works 24/7 to process updates, send notices, and reduce backlog—without burnout.

Step 2: Deploy Magical

Work with our team to set up your AI employee in a matter of days

Measurable results for operations and servicing teams

90%+

Faster processing times

Cut turnaround from days to minutes—without adding staff.

Near-zero

Servicing errors

Ensure every change is applied correctly, every time.

70%

Reduction in back-office workload

Automate high-volume, low-complexity tasks with zero disruption.

5X

Better agent and customer satisfaction

Deliver faster service, fewer errors, and higher renewal rates.

Works across your existing healthcare systems

What insurance leaders are saying

“Our team used to get buried in policy changes every renewal season. Now Magical handles the bulk of it automatically—we just review exceptions.”

Director of Policy Servicing, Life Insurance Carrier

Director of Policy Servicing, Life Insurance Carrier

Ready to stop drowning in policy servicing requests?