Solution sections · Insurance
One connected operation.
Your company.
XIA connects conversations, documents and next steps so the insurance value chain works with context. From an individual advisor to a carrier's teams and distribution network.
Give XIA a specific first job.
Start with a team. Connect the organisation.
Scope can grow from one task to a company or a network.
Your team
One use case, an owner and the sources needed to start.
Your company
Cross-team coordination with defined scope, permissions and integrations.
Your network
Enterprise and Comunidades to explore multiple companies and white label.
From a request to a result you can review.
An example of how XIA organises context and prepares the next step.
Insurance
Demo with sample data.
More continuity at every stage.
Start with one concrete process and add others when your team is ready.
Service with context
Organize enquiries and route cases that need the team's attention.
Renewals
Prepare follow-ups and reminders from available portfolio information.
Documentation
Summarize documents and prepare drafts for an advisor to review.
Claims follow-up
Gather background information and outstanding documents. The carrier retains the assessment.
Commercial coordination
Share next steps in Rooms and organize follow-up in CRM and Projects.
Team knowledge
Consult authorized sources within your organization's permissions and scope.
Let context travel with the work.
| Need | Scattered work | With XIA and your team |
|---|---|---|
| Context | Messages and attachments in separate threads | Sources and conversation gathered for the team |
| Documents | Manually reading and summarizing each file | XIA prepares a summary for review |
| Follow-up | Tasks without a shared home | Next steps and owners in your workspaces |
| Collaboration | Each department reconstructs the story | The team retains the case context |
| Carrier connection | Manual handoffs between systems | Connection assessed against APIs, access and scope |
Why Napsix, XIA and Mato help your insurance operation
Three layers working together: the apps you already use, the agent that operates them and the model that understands insurance work.
- Plataforma
NapsixB2B
Enquiries by WhatsApp, documents in Drive and connected mailboxes: your usual channels, with the data at hand and per-team permissions.
- Gmail
- Google Drive
- Agente
XIA
It gathers the enquiry and the document, sorts the case's open items and leaves the next step ready for the advisor to review.
- ModeloMatov1.0
It understands policies, renewals and claims without being told, and writes in your brand's voice. At zero cost per token.
Define what connects your operation.
Choose the case, sources and actions. Then validate permissions and review the result with your team.
It organizes the information you bring; it does not quote, issue policies or approve coverage or claims: recommendations and any issuance remain with the authorized team. Core insurance systems require an API, access and scope assessment.
Your tools, working with Napsix.
External apps need connections and permissions. You can also work with Napsix’s native apps.
- Gmail
- Google Drive
I have prepared the next steps.
Tell us how your carrier or brokerage works.
Start with a concrete case: the team involved, its sources and the result it needs. Individual advisors can start for free or explore the plans; this form is for enterprise and network projects.
Before you start
Can this serve a whole insurance company?
Can I offer it to advisors under my brand?
Does XIA issue policies or decide claims?
Does it connect to every carrier?
What is the scope of this solution?
Give XIA a specific first job.
Let’s review where the workflow begins and what your team needs.
