HOW IT WORKS
Business rule library for your workflow
Safekeep's Flo Platform applies business rules and natural language processing to orchestrate workflows across business lines and functional areas in insurance. Each workflow consists of four steps: intake, routing/triage, evaluation, and action.
Enrich digital forms
Transform ACORD forms, product-specific questionnaires, and claims documents into configurable digital forms and prefill them according to your own rules.
Extract data from PDF attachments in email and pre-fill your digital forms.
Select data sources
Select batch and API sources of intake whether it be your CRM, third party data sources, policy admin system, and more.
Configure business rules that filter tasks such as submissions and claims. For example, triage submissions based on appetite, business class, and more.
Configure business rules that determine which tasks are automated “flow” vs high-touch human tasks that require approvals.
Configure business rules that help you work on the most pressing renewals, new business, and claims.
Tap into an on-demand marketplace of 3rd party data, contextualized by client segments, risk classes, and more.
Chat and handle documents in secure & private channels.
Next best actions
Pre-define and see actions in context of a client, submission, claim, opportunity, or other objects you add and configure.
Advance your tasks based on business rules for case and submission completion, product line, industry, client attributes, human approvals, and more.
Measure & Improve
A/B test the impact of your actions at the corporate, wholesaler, agency, and producer level in terms you understand: the value of your book of business.
WHY WE EXIST
Safekeep Labs is an NYC-based enterprise cloud company that focuses on AI-guided straight-through processing for engagement and back office processing in financial services. Our solutions have been selected as Finalists in the Zurich Innovation Championship, MassChallenge, and Efma-Accenture Insurance Innovation Award.
Make it easier to configure "human understandable" business rules that drive next best actions for customer engagement and back office workflow by applying the principles of lean six sigma.
Who we are
We are a team of financial advisors, insurance producers, underwriters, data scientists, UX designers, and technologists from the world's leading insurance and wealth firms. Our careers began and remain in financial services innovation, and we're addressing the pains we personally felt as consumers and enterprise users.
We are an NYC-based fintech whose mission is to make it easier to configure "human understandable" business rules that drive next best actions for customer engagement and back office workflow. The core of our solutions is an AI-guided straight through processing engine.
(c) 2019 Safekeep Inc.