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INDUSTRY · INSURANCEv3 · live

Insurers that quote, validate and issue in minutes — not weeks

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.

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Partner AnthropicPartner KommoImplementado en LATAM

Seguros La Vitalicia

Cotización de Seguro de Salud

Completa el formulario para obtener tu cotización personalizada

Progreso

1/7

Paso 1 de 7

Información Personal

Nombre completo

María González

Cédula

V-12.345.678

Fecha de nacimiento

14/06/1988

Email

maria@ejemplo.com

Teléfono

+58 414 555 0123

Ciudad

Caracas

KPI 01

0

lines

with online quoting

KPI 02

0%

validation

docs AI first attempt

KPI 03

0min

issuance

RCV policy end-to-end

KPI 04

6–8

weeks

time to value

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 Q1 → Q2+62%
02 · Workflows · Claude24/7

Digital activation orchestrated by AI

Each quote enters a workflow that validates docs, issues and notifies without human hands.

cotizacion.completed
quote.received (web/whatsapp)
gemini.validate(docs) → 94%
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 · weekhoy

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

THE PROBLEM

5 frictions that paralyze operations at insurance companies

If your insurer issues more than 500 policies per month, you probably recognize these.

P1

Clients quote via WhatsApp and nobody controls what was quoted

The agent replies "let me check" five times before giving a rate. The quote stays in the chat. Nobody adds the data to a CRM. When another salesperson talks to the same client, they start from scratch.

P2

RCV policy activation depends on manually reviewing documents

The analyst receives ID, title and invoice via WhatsApp. Compares names, plates and dates by eye. Takes 40 minutes per case. Makes errors. Issuance is delayed by days.

P3

Manufacturers send inventories in Excel every month — loaded manually

Andina and Caribe send files with thousands of plates. Someone copies them. Detects duplicates. Calculates prices with margins. One person dedicated the entire week.

P4

Clients call three times to ask "when does my policy expire?"

Without a self-service portal, every balance, expiry or PDF download inquiry falls on the operation. Your team is a secretary, not an analyst.

P5

Zero cross-line visibility: each product operates as an island

Health doesn't talk to Auto. Auto doesn't talk to Home. The client with 3 policies with you appears 3 times in your reports. Cross-selling is impossible.

EXPLORE THE SYSTEM

Explore the modules before talking to us

We don't show you screenshots: we let you click through a real version of the system with fictional data. 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

↓ Interactivo · datos ficticios

Seguros La Vitalicia

Cotización de Seguro de Salud

Completa el formulario para obtener tu cotización personalizada

Progreso

1/7

Paso 1 de 7

Información Personal

Nombre completo

María González

Cédula

V-12.345.678

Fecha de nacimiento

14/06/1988

Email

maria@ejemplo.com

Teléfono

+58 414 555 0123

Ciudad

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

↓ Interactivo · datos ficticios

Activación RCV — Persona Natural

Claude activo

Placa: AI7UB0T·Cédula: V-12.345.678

Haz clic en cualquier documento para ver el detalle de validación

Claude valida en tiempo real

Cruza nombre + cédula con formulario

Nombre del documento coincide con el formulario · Cédula V-12.345.678 verificada

2/4 documentos validados

VALIDACIÓN DE DOCUMENTOS CON IA

Claude lee la cédula, y la cruza con tu formulario en segundos

Pasa el mouse sobre cada campo del documento o haz clic en un punto. Ves exactamente qué extrae la IA, contra qué lo cruza, y qué acción recomienda. Esto es lo que tu analista hace hoy en 40 minutos por caso.

Pasa el mouse o haz clic

Documento

cedula_v12345678.pdf

REPÚBLICA BOLIVARIANA DE VENEZUELACÉDULA DE IDENTIDADNOMBRESMARÍAAPELLIDOSGONZÁLEZ PÉREZCÉDULAV-12.345.678FECHA NACIMIENTO14/06/1988LUGAR NACIMIENTOCARACAS - DTTO. CAPITALVENCE12/2023FIRMA
OK Diferencia Bloqueante
7 campos validados

Campo

Nombres y apellidos

Coincide

Extraído del documento

María González Pérez

Valor en formulario

María González Pérez

Análisis

El nombre extraído del documento coincide exactamente con el formulario. Tolerancia de tildes y mayúsculas activa.

CLAUDE CON BAREMOS EN MEMORIA

La IA lee el caso clínico, y sugiere los códigos al instante

Claude tiene tu tabla completa de baremos memorizada — consultas, hospitalizaciones, cirugías, farmacia. Tu analista pega el contexto del caso; la IA devuelve líneas codificadas, monto y cobertura aplicable. Lo que hoy hace una persona en 25 minutos por caso, Claude lo entrega en 4 segundos.

Casos clínicos

4 baremos cargados en memoria:

Consulta · Hospitalización · Cirugía · Farmacia

Consulta general + diagnóstico

Procesado en 4s

Contexto del caso

Paciente femenina, 42 años, acude por dolor torácico atípico de 3 días. Sin antecedentes cardiovasculares. Se realiza consulta médica completa, EKG de 12 derivaciones y se solicitan exámenes de perfil cardiometabólico.

Claude sugiere

·Claude detectó 3 procedimientos cubiertos por baremo C-2026
BC-1001

Consulta médica general (1ª vez)

99%$28.00
BC-2014

Electrocardiograma 12 derivaciones + interpretación

97%$45.00
BC-3206

Perfil cardiometabólico (panel)

94%$72.00

Total sugerido

$145.00

Procedimientos amparados por póliza Salud Premium. Sin necesidad de pre-autorización adicional.

Auto-rotando casos · pasa el mouse para pausar

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. Reduces operational queries by 70%.

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

↓ Interactivo · datos ficticios

Panel Cliente

¡Bienvenido, María González!

Gestiona tus pólizas y cotizaciones

3

Pólizas Activas

$361

Prima Total/mes

1

Por Vencer

2

Cotizaciones

Mis Pólizas Activas — haz clic para ver detalle

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

↓ Interactivo · datos ficticios

Carga pública de inventarios

Páginas dedicadas para que cada fábrica suba su stock directamente

URL públicatudominio.com/carga-andina

Arrastra tu archivo XLSX aquí

Mapeo automático de columnas · Detección de duplicados

2.847

Vehículos

23

Duplicados

100%

Mapeo

Últimas cargas Andina Motors

inventario_marzo_2026.xlsx

412 filas · 4.2 MB · hace 4h

inventario_febrero.xlsx

398 filas · 3.9 MB · hace 3d

WHAT THE SYSTEM DOES

Operational capabilities built for insurance

We don't start from scratch. The critical modules for the sector are already solved.

⚙️

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 for Andina Motors, Caribe Motors and future manufacturers. Automatic column mapping, duplicate detection, price calculation.

🔑

Client self-service portal

Your clients check, download PDFs and renew without calling you. Reduces operational queries by 70%.

📥

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 don't reinvent the wheel. We connect to the tools you already use or that are worth adopting.

Anthropic

Claude · Anthropic

Certified Partner

Underwriting reasoning, communications drafting, risk analysis

Kommo CRM

Kommo CRM

Certified Partner

Cross-line lead pipeline with automatic scoring

Monday.com

Monday.com

Certified 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

FEATURED CASE

Multi-line insurer, 8 products, +3,000 RCV policies issued digitally

A Venezuelan insurer with presence in health, auto, home, life and business needed to digitize RCV policy activation. We built online quoting for all 8 lines, automated activation with AI document validation and connected everything to the current core. Today they issue RCV policies in 12 minutes end-to-end (previously 3 days). Analysts went from reviewing 40 docs/day to auditing exceptions that Claude flags as questionable.

3.184

RCV policies issued digitally in 8 months

94%

documents validated on first attempt by AI

8

online quoting tools replacing PDF forms

METODOLOGÍA B-O-O-S-T-Y

Diez semanas, cuatro fases, un equipo dedicado

Esta es la línea de tiempo real de una implementación end-to-end. Cada barra es una tarea concreta, con el equipo asignado. El marcador amarillo avanza para mostrarte el progreso.

← Swipe · 10 semanas
Semana actual: 1/104 fases · 11 tareas
Fase / Tarea
SEM 1
SEM 2
SEM 3
SEM 4
SEM 5
SEM 6
SEM 7
SEM 8
SEM 9
SEM 10

F1

Discovery

Blueprint operativo + ROI proyectado
Entrevistas stakeholders
GM
AC
Auditoría stack actual
LR

F2

Architecture

Diagrama vivo + plan de implementación
Modelo de datos
AC
Integración Kommo + Claude
LR
MP

F3

Build & Train

Sistema vivo + modelos calibrados
Sprint 1 — Reservas + Garantías
AC
LR
Sprint 2 — Prospectos + Kommo
MP
JS
Migración XLSX histórica
LR
Entrenamiento Claude
GM
AC

F4

Adopt & Scale

Equipo autónomo + roadmap evolutivo
Training equipos por sede
GM
MP
Dashboards de adopción
JS
Go-live + soporte
GM
AC
LR
Equipo
GMGabriel M.ACAna C.LRLuis R.MPMaría P.JSJuan S.
Hover sobre una tarea para destacarla

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. Adding a new document type takes ~3 days of calibration.

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.

The model is: setup fee + monthly fee per active line + variable cost per AI validation (cents of USD per document). The ticket varies by number of lines, integrations and issuance volume. Schedule a 30-min assessment and we'll give you the exact range.

Gabriel Montiel
Fundador · Boosty Digital

A WORD FROM THE FOUNDER

In insurance, the bottleneck isn't the rate. It's that your analyst spends 40 minutes cross-checking a name against a plate.

I've seen insurers with brilliant rate calculators, a robust core, and active WhatsApp Business. And they still issue an RCV policy in three days because an analyst is manually reviewing documents. ID against form. Plate against inventory. Name with accent yes, without accent no.

Boosty isn't built to replace your core or your rate calculator. It's built to add a real AI layer with Claude and Gemini that automates 94% of the validations a person does today, and leaves the analyst reviewing only the exceptions that matter.

If your insurer issues fewer policies than it could because the bottleneck is operational, schedule 30 minutes with me. Not with a sales rep. With me. I'll tell you what can be automated first and how much time your team recovers.

Firma de Gabriel Montiel

Gabriel Montiel

CEO · Boosty Digital

Anthropic Partner·Google Partner·Meta Business Partner·UCAB Industrial Engineer·MBA·13K followers as GMT

GET STARTED

Ready to issue policies in minutes instead of days?

Schedule a 30-minute assessment. We'll tell you which line to digitize first, what return to expect and in how many weeks. No corporate presentation, no theater.

Diagnóstico de tu proceso de cotización y emisión
Proyección de reducción en tiempo de respuesta
Plan de automatización adaptado a tu cartera

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