Transforming insurance operations
Empowering brokers and providers
The UK insurance industry is held back by manual workflows, repetitive tasks, and disjointed systems. These inefficiencies drive up costs, slow down growth, and frustrate both customers and brokers.
Taktikal SmartFlows addresses five key use cases that represent immediate wins for both brokers and providers. By targeting pain points like renewals, compliance, and repetitive data entry, SmartFlows helps unlock tangible ROI fast.
Our platform is modular, API-first, and broker-friendly—enabling efficiency while enhancing relationships. Designed to integrate seamlessly into even legacy systems, it empowers teams to digitize without losing the personal touch.
Use cases
Simplified Policy Renewal
Brokers see renewals as revenue drivers but want to reduce admin burden. Renewals are manual, phone- and email-driven; prone to delays, reminders are missed, and operations overloaded. The solution is hybrid digital workflows.
STREAMLINED data entries
Brokers having to manually input the same data across portals is an error-prone, low-value task. SmartFlows can unify and prefill data, reduce double-entry, and integrate across channels (web, phone, email).
Smooth Application Processes
During insurance applications, call centers are overloaded with simple tasks and clients drop off due to long forms and friction. The answer is hybrid journeys - where brokers and clients work together to complete data entries.
Efficient disclosure
Current compliance and regulatory disclosure forms are inefficient and lack audit-ready proof of client understanding. With SmartFlows, digital disclosures are embedded and include checkbox agreements.
Swift summarization
Brokers having to manually summarise client needs and send to underwriters; is time-intensive and inconsistent. Smart, dynamic flows can generate tailored risk profiles and underwriter-ready presentations.
Simplified policy renewal
Manual reminders via phone and email are inefficient and result in missed renewals and high agent workload.
With automatic reminders, customers are automatically notified at the right time and can approve renewal in seconds from any device. Renewal details are prefilled from past policies and reminders are sent with secure confirmation links.
Renewal flows are integrated with CRM and trigger-based. This ensures every renewal is captured, tracked, and completed with minimal human intervention.
Results
Streamlined data entries
During insurance application processes, typically there is a lot of information to be entered. Customers have to enter all their data and when switching platforms must start again. And brokers manually enter data across multiple platforms which easily leads to errors and is a task that adds little value to the whole process.
In Taktikal SmartFlows, all data flows across touch points and forms automatically. Pre-filled forms use unified customer profiles, allowing customers to seamlessly switch channels without losing context or repeating themselves.
Through standardised documents & data fields, document data is verified, data normalised and parsed in seconds ready for re-use in other parts of the process.
Results
Smooth Application processes
Drop-offs from long forms is high during insurance application processes. At the same time, fully digital self-service weakens the relationship that brokers have with their clients.
The answer is hybrid flows with “hand-off” logic that maintain human interaction while empowering customers to complete applications online. The hybrid approach allows both parties to see, edit and confirm form entries in real-time. Customers can pause and return to their application as needed - reducing abandonment and errors.
Results
Efficient Compliance and regulatory disclosure
Current compliance and regulatory disclosure forms are inefficient and lack audit-ready proof of client understanding. The non-standardised disclosure processes introduce unnecessary risk and take valuable time.
With SmartFlows, digital disclosures are embedded and include checkbox agreements. Clients confirm receipt and understanding within the flow, with timestamps and logs. Real-time tracking + timestamped consent logs ensure that every disclosure event is recorded and exportable for audit or regulatory review. Compliance text is version-controlled across all flows - ensuring all clients see the latest, correct wording without manual updates.
Results
Swift Risk profile and coverage Summaries
Brokers having to manually write insurer-facing summaries is time-consuming and inconsistent.
Now, brokers can use dynamic forms to auto-generate summaries needed. Input is structured and converted into a professional, underwriter-ready document. Brokers are supported with AI-assisted suggestions based on client data and insurer appetite. Resulting in the instant generation of underwriter-ready presentations making submissions consistent, tailored, and faster to produce.
results
Curious about Smartflows?
Book a free consultation with our team to explore tailored solutions that fit your industry needs. No pressure — just insights and ideas to help you streamline workflows and stay compliant.
How NTI eliminated lengthy processes with e-signing.
NTI knew that a faster, more efficient option would be digital. When determining which solution would be right for their needs, security and efficiency were the main factors. The right option would provide an easy way to collect signatures and cut work time, all in a secure online environment.
Trusted by 500+ B2b customers
Discover more about SmartFlows
SmartFlows from Taktikal is a visual builder that allows you to quickly and seamlessly build compliant flows so your customers can easily complete necessary steps to start doing business with you. With intuitive and user-friendly components you can create an industry-leading user experience.
Compliant and ready
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