Policy management

AI EMPLOYEES

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.

Policy management

Insurance

287

Running

90%+

Faster processing times

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

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

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
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
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
Audit-ready, secure, and always compliant

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

How it works: Implement in minutes not months

How it works: Implement in minutes not months

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

Step 3: Automate forever

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

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.

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

“We thought automation would take months. Magical was live in days, and instantly freed up our team to focus on broker relationships.”

COO, Specialty Commercial Lines MGA

COO, Specialty Commercial Lines MGA

Security & compliance

HIPAA compliant

Magical processes all data locally with zero PHI storage

SOC 2 Type II certified

Enterprise-grade security with regular third-party audits

Secure Authentication

Single Sign-On (SSO) and multi-factor authentication options

Ready to stop drowning in policy servicing requests?

Frequently asked questions

Frequently asked questions

Frequently asked questions

What types of policy tasks can Magical automate?

Endorsements, reinstatements, cancellations, reinstatements, address changes, renewals, coverage updates, and more.

What systems does Magical work with?

Any browser-based policy admin system (Guidewire, Duck Creek, Majesco, homegrown tools). No integration required.

Can Magical process emails or scanned documents?

Yes. Magical can extract data from broker emails, PDF forms, and scanned attachments—and apply the necessary updates in your PAS.

How does Magical know which policy to update?

Magical intelligently searches, validates, and selects the correct policy based on unique identifiers and internal logic you control.

What happens if a request is incomplete or ambiguous?

Magical flags it for human review—so only edge cases require attention.