Boosty
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INDUSTRY · INSURANCE

Insurers that quote, validate and issue in a single flow — not in a chain of emails

Online quoting for Health, Auto, Home, Life and Business. RCV policy activation with AI document validation. Client self-service portal. All connected to your core, Make and Claude.

See full case→
Anthropic deployment standardSystem in production in this industryAssessment on your operation

Seguros Latitud

Health insurance quote

Complete the form to get your personalized quote

Progress

1/7

Step 1 of 7

Personal information

Full name

María González

ID number

V-12.345.678

Date of birth

14/06/1988

Email

maria@ejemplo.com

Phone

+58 414 555 0123

City

Caracas

KPI 01

8

lines

with online quoting

KPI 02

4

portals

client · analyst · supplier · management

KPI 03

3

cross-checks per document

policy · coverage · schedule

KPI 04

L1

issuance

prepared; a person approves

LIVE DATA

Your operations, in metrics that decide

What your management sees every morning: issuance by line, AI validations, analyst occupancy and cross-sell conversion.

01· Issuance · AIlive

Policies issued in real trend

Monthly issuance curve across all lines. Detect drops before they become a quarterly figure.

Policies issued per monthdemo data
02 · Workflows · Claude24/7

Digital activation orchestrated by AI

It validates the documents, issues against the core’s API and notifies; exceptions go to an analyst with the reason written down.

cotizacion.completed
quote.received (web/whatsapp)
→gemini.validate(docs) → exceptions
→core.emit_policy()
→client.notify(policy active)
03 · Performance · lines12 weeks

Conversion by line, not aggregate totals

Quote-to-policy closing rate, by line × week. Detect bottlenecks before end of month.

Health
Auto
Life
Home
RCV
Business
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
04 · Issuance · weektoday

Volume by line

Weekly distribution of policies issued by product line. RCV leading this week.

42
38
51
48
62
35
18
Health
Auto
Life
Home
RCV
Travel
Bus

254 policies issued this week

WHERE ORDER STARTS

Five points in an insurer’s operation that gain human oversight and traceability

Quoting, policy activation, manufacturer uploads, policyholder questions and the view across lines are already handled with chats, spreadsheets and review by eye. The system orders them into an end-to-end process, with the AI preparing and a person deciding whatever commits an issuance.

01

Every quote recorded in the CRM, with its rate

Today the agent quotes over WhatsApp, checks the rate several times before answering and the quote stays in the chat. When another salesperson talks to the same client, they start from scratch. In the system, every quote lives in the CRM with the rate applied and the client’s history.

02

RCV policy activation with assisted document cross-checks

Today the analyst receives ID, title and invoice over WhatsApp and compares names, plates and dates by eye, case by case. In the system, the AI extracts the fields, cross-checks them against the form and flags every discrepancy; the analyst reviews and issues.

03

Manufacturer inventory uploads validated on arrival

Today manufacturers send files with thousands of plates every month, and one person copies them, looks for duplicates and calculates prices with margins. In the system, the upload is imported with deduplication and rule-based pricing, and only doubtful rows go to review.

04

A self-service portal for balance, expiry and policy

Today every balance, expiry or policy PDF request reaches the operation by phone. In the system, the policyholder handles it in their portal and the team takes the cases that need an analyst.

05

One view of the client across every line

Today Health, Auto and Home each run on their own base, and a client with three policies shows up three times in the reports. In the system, the client is one record with all their policies, and cross-selling starts from that view.

Related capabilities:AI Document ValidationAgents with ClaudeAI CRMClaude · AnthropicBoosty Method

EXPLORE THE SYSTEM

Explore the modules before talking to us

A navigable version of the system, with fictional data: click, filter and open each record. These are the four modules your team will operate every day.

01COMMERCIAL · QUOTING

Online quoting for 8 lines, not PDF forms

Health, Auto, Home, Life, Travel, Business, Professional Liability and Group Health. Multi-step wizard with progress, section validation, draft persistence and automatic issuance on payment.

  • 7 steps in Health · 5 in Auto · 4 in Life
  • Client quotes without a human advisor
  • Your rate calculator respected 100%
  • Draft persists if they close the browser
Issue with your own rate calculator→

↓ Interactive · demo data

Seguros Latitud

Health insurance quote

Complete the form to get your personalized quote

Progress

1/7

Step 1 of 7

Personal information

Full name

María González

ID number

V-12.345.678

Date of birth

14/06/1988

Email

maria@ejemplo.com

Phone

+58 414 555 0123

City

Caracas

02OPERATIONS · RCV ACTIVATION

Digital activation with AI validation on every document

Plate → manufacturer inventory → personal data → docs → Claude/Gemini cross-checks data → core issues. Natural persons in one flow; Legal persons with analyst review at the end.

  • Plate validation against Andina/Caribe inventories
  • Gemini cross-checks ID, invoice, title, license
  • Webhook to core with sanitized payload
  • Legal persons with final human review
See AI validation flow→

↓ Interactive · demo data

RCV activation — Individual

Claude active

Plate: AI7UB0T·ID number: V-12.345.678

Click any document to see the validation detail

Claude validates in real time

Cross-checks name + ID number against the form

Name on the document matches the form · ID V-12.345.678 verified

2/4 documents validated

DOCUMENT VALIDATION WITH AI

Claude reads the ID, and cross-checks it with your form in seconds

Hover over each field of the document or tap a point. You see what the AI extracts, what it cross-checks it against and what action it recommends. It is the review your analyst does by hand today, case by case.

Hover or click

Document

cedula_v12345678.pdf

REPÚBLICA BOLIVARIANA DE VENEZUELACÉDULA DE IDENTIDADNOMBRESMARÍAAPELLIDOSGONZÁLEZ PÉREZCÉDULAV-12.345.678FECHA NACIMIENTO14/06/1988LUGAR NACIMIENTOCARACAS - DTTO. CAPITALVENCE12/2023FIRMA
OK Difference Blocking
7 fields validated

Field

First and last name

Match

Extracted from the document

María González Pérez

Value in the form

María González Pérez

Analysis

The name extracted from the document matches the form exactly. Accent and case tolerance is active.

CLAUDE WITH THE FEE SCHEDULES IN MEMORY

The AI reads the clinical case, and suggests the codes instantly

Claude has your full fee schedule in view — consultations, hospital stays, surgery, pharmacy. Your analyst pastes the case context; the AI returns the coded lines, the amount and the applicable coverage, naming the fee-schedule line each one came from. A person approves it.

Clinical cases

4 fee schedules loaded in memory:

Consultation · Hospital stay · Surgery · Pharmacy

General consultation + diagnosis

Coded against the fee schedule

Case context

Female patient, 42, presenting with atypical chest pain for 3 days. No cardiovascular history. A full medical consultation and a 12-lead EKG are performed, and a cardiometabolic panel is ordered.

Claude suggests

·Claude detected 3 procedures covered by fee schedule C-2026
BC-1001

General medical consultation (first visit)

99%$28.00
BC-2014

12-lead electrocardiogram + reading

97%$45.00
BC-3206

Cardiometabolic panel

94%$72.00

Suggested total

$145.00

Procedures covered by the Premium Health policy. No additional pre-authorisation required.

Rotates on its own · stops on hover or when you pick a case

03SELF-SERVICE · CLIENT

Your client checks, renews and downloads PDFs without calling you

Personal dashboard with all their policies, total premium KPIs, expiry alerts, PDF downloads and saved quotes. Balance, expiry and policy questions stop going through your team.

  • Access with ID + PIN or email
  • All their policies (all lines) in one view
  • PDF download for each active policy
  • Automatic pre-expiry notifications
Remove operational load from your team→

↓ Interactive · demo data

Customer portal

Welcome, María González

Manage your policies and quotes

3

Active policies

$361

Total premium/mo

1

Expiring soon

2

Quotes

My active policies — click to view detail

04INTEGRATION · MANUFACTURERS

Manufacturers upload their inventory, not your staff

Public page per manufacturer (Andina, Caribe, future ones) where the responsible person uploads their monthly Excel. Automatic mapping, deduplication, price calculation with configurable margin. Zero manual work.

  • Public URL per manufacturer · no login required
  • Intelligent mapping of inconsistent columns
  • Duplicate detection before importing
  • Append-only audited price history
Load the inventory without retyping it→

↓ Interactive · demo data

Public inventory upload

A dedicated page for each factory to upload its stock directly

Public URLyourdomain.com/upload-latitud

Drop your XLSX file here

Automatic column mapping · Duplicate detection

2,847

Vehicles

23

Duplicates

100%

Mapping

Latest uploads Latitud Motors

inventario_marzo_2026.xlsx

412 rows · 4.2 MB · 4h ago

inventario_febrero.xlsx

398 rows · 3.9 MB · 3d ago

WHAT THE SYSTEM DOES

Operational capabilities built for insurance

The critical modules for the sector are already solved and adapt to your process.

Online quoting for 8 lines

Health (individual + group), Auto, Travel, Home, Life, Business, Professional Liability. Multi-step with progress and section-level validation.

RCV activation with AI validation

Plate → inventory → docs → AI validates → core issues the policy. Natural and Legal persons with differentiated flows.

AI document validation

Gemini 2.5 Flash analyzes ID, title, invoice, tax ID, certificate of origin and cross-checks data against the form.

Manufacturer inventories with deduplication

Public pages per manufacturer or importer. Automatic column mapping, duplicate detection, price calculation.

Client self-service portal

Your clients check, download PDFs and renew without calling you. Balance, expiry and policy questions stop going through your team.

Integration with your current core

Edge function sends sanitized payload to your core API (emails ≤70 chars without accents, 4-digit activity, business name without commas). Receives policy number and certificate.

Sync with Monday and Make

Catalogs (countries, cities, brands, models) synced with Monday. Make.com triggers webhooks to any external system.

Bulk policy download

CSV export with filters + bulk PDF download in ZIP. Complete audit of who downloaded what.

Multi-line with cross-selling

One single client, all their policies in one view. AI automatically detects cross-sell opportunities.

CONNECTED STACK

The integrations your insurer needs, already built

We connect the tools you already use and the ones worth adopting.

Anthropic

Claude · Anthropic

Claude Partner

Underwriting reasoning, communications drafting, risk analysis

Kommo CRM

Kommo CRM

Partner

Cross-line lead pipeline with automatic scoring

Monday.com

Monday.com

Partner

Catalog synchronization (countries, brands, models, versions)

WhatsApp

WhatsApp Business

Quote, expiry and issuance notifications with templates

Make

Make / n8n

Webhooks to cores, ERPs and legacy insurer systems

Supabase

Supabase

Database, Deno Edge Functions for integrations and AI validation, document storage

LIVE SYSTEM · Seguros Latitud

This is what it looks like inside an AI-operated system — and how it is governed.

A demo company’s system, with its modules, agents and rules at work. Follow the guide or browse freely.

System modules

  1. 01Authorizations
  2. 02Claims
  3. 03Adjustments
  4. 04Loss ratio
  5. 05Underwriting
  6. 06Decision files

Boosty Standard for Operating with AISimulated AI · demo data

IN THE SYSTEM · AUTHORIZATIONS DESK

The AI assembles the file. Deciding takes a name and a reason.

The queue with each response deadline, the file with the AI reading annotated beside the paragraph that supports it, and the decision: approve, return or reject, with a written reason without which the button stays disabled.

Real screenshot of the system · demonstration data

  1. 1Queue by line with the response deadline to the provider.
  2. 2Coverage, deductible, exclusions and fee schedule, beside the document.
  3. 3The AI proposes · the medical auditor decides.

FEATURED CASE

Multi-line insurer: from plate to policy, with the document cross-checked first

An insurer operating in health, motor, home, life and commercial lines needed to digitize policy activation. We built online quoting for the eight lines and automated activation: the document is read and cross-checked against the policy, the coverage and the schedule, and whatever does not add up stops before issuance, with the reason written down. Issuance is prepared and a person approves; nobody cancels and reissues afterwards.

See the full case→

8

lines with online quoting instead of PDF forms

4

portals: client, analyst, supplier and management

3

cross-checks per document: policy, coverage and schedule

B-O-O-S-T-Y METHODOLOGY

Four phases, one order, one owner per task

This is how an end-to-end implementation is chained: every bar is a concrete task, with the role that owns it, and the marker runs through the sequence. The calendar is set in the assessment, with your team and your timing.

← Swipe · the full sequence
Step: 1/104 phases · 11 tasks
Phase / Task
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 7
STEP 8
STEP 9
STEP 10

F1

Assessment

▸ Use-case inventory + systems map
Walk of the eight lines
PR
AD
Map of the core and its APIs
DA
EN

F2

Architecture

▸ Architecture diagram + AI usage policy
Validation rules per document
DA
GO
Core API integration
EN

F3

Build

▸ System in production + evaluation cases
Quote builders per line
EN
PR
Document validation
EN
DA
Activation and client portal
EN
Evaluation cases before release
GO
DA

F4

Adoption

▸ Adoption measured by role + rollback plan
Training for analysts and sales
AD
Manufacturer onboarding
AD
PR
Rollback plan and support
GO
EN
Owners
PRProductDADataENEngineeringGOGovernanceADAdoption
Hover a task to highlight it

Frequently asked questions about our platform for insurers

Yes. The architecture is core-agnostic: we connect to any system that exposes a REST (or SOAP) API — both commercial cores and proprietary systems. If your core is legacy without an API, we connect it via Make/n8n with webhooks or RPA. The AI layer and validation flow live on top of your current core, without replacing it.

No. AI eliminates repetitive manual work (cross-checking the name on the ID against the form, validating invoice dates, detecting missing fields). The analyst moves on to reviewing exceptions and risk cases that AI flags as questionable. Their productivity multiplies by 6 — their role is not eliminated.

Currently: national ID, certificate of origin, purchase invoice, title deed, driver's license, medical certificate, tax ID, articles of incorporation, income tax declaration, bank reference. A new document type goes live when it passes its evaluation cases.

6 to 8 weeks for an insurer with 4–6 lines and a single core to integrate. First 3 weeks: live online quoting. Weeks 4–6: digital activation with AI validation. Weeks 7–8: client portal + manufacturer onboarding.

No. We replicate your current rate calculator exactly (even if it's in Excel). What changes is the INTERFACE where the client quotes — but the calculation logic is yours, we respect it 100%.

No. We build a public page per manufacturer where they themselves upload their inventory via XLSX. It's free for the manufacturer and for your insurer. Duplicate validation and price calculation with configurable margin are done automatically.

Yes, we migrate your current portfolio. Bulk XLSX import with referential integrity validation (client ↔ vehicle ↔ policy). We do it in parallel with the implementation — it's not a blocker.

Scope and model are defined in the assessment. They depend on the number of lines, the integrations and the issuance volume. Schedule a 30-minute assessment and we put it in writing.

Gabriel Montiel
Founder · Boosty Digital

A WORD FROM THE FOUNDER

“In insurance, the analyst decides better when the cross-check between a name and a plate is already done.”

An insurance analyst works like a notary: their value is judgment, and a good part of the day goes to collating. ID against form, plate against inventory, name with an accent against name without one. Many insurers already have a rating engine, a core and WhatsApp Business, and issuing an RCV policy still waits for someone to review documents by hand.

We build an AI layer with Claude and Gemini that does that collating: it reads the document, cross-checks it against the policy, the coverage and the schedule, and stops before issuance whatever does not add up, with the reason written down. Issuance is prepared and a person approves it; exceptions reach the analyst with the case assembled.

For the insurer, that means policies issued with the document already cross-checked. Book 30 minutes with me: I’ll tell you what we would put in order first, what we would build and how we would measure it. How many cross-checks does an analyst run today before issuing a policy?

Gabriel Montiel signature

Gabriel Montiel

CEO · Boosty Digital

Applied AI Professor, UCAB·Industrial Engineer·MBA
Schedule 30 min with GabrielView LinkedIn profile

GET STARTED

How many quotes end up in an email thread today?

Schedule a 30-minute assessment. We'll tell you which line to order first, what we would build and how it would be measured. No corporate presentation.

✓
Assessment of your quoting and issuing process
✓
What we would build first: the document cross-checked before issuing
✓
Automation plan adapted to your book of business

No spam. We reply within 24 business hours.