Any Document. Any Data. Fully Automated.
Automate the ingestion, extraction, classification and use of all your insurance documents seamlessly and securely.
Agiliux manages every document and data type used in broking and MGA work. It ingests, extracts and structures information from submissions, schedules and bordereaux while preserving your workflows and full data ownership. This transforms static files into active intelligence.
Document Ingestion & Classification
Ingest PDFs, Word files, Excel sheets, email attachments or scanned documents. The system classifies each into categories such as submission, certificate, claim file or schedule based on content and metadata.
Advanced Data Extraction
Use intelligent OCR and natural-language processing to pull structured and unstructured data from documents. Key risk variables, financial figures, policy details and claims data are identified, captured and mapped into the relevant fields in Agiliux.
Advanced Data Extraction
Use intelligent OCR and natural-language processing to pull structured and unstructured data from documents. Key risk variables, financial figures, policy details and claims data are identified, captured and mapped into the relevant fields in Agiliux.
Generate Documents
Agiliux creates all broker and MGA documents such as slips, quote comparisons, debit and credit notes, insurer invoices and statements. You can use templates for more than one hundred lines of business and customise them to your needs.
Validation & Comparison
Compare incoming insurer quotes, certificates and placement slips. Automatically flag mismatches or missing data, such as coverage gaps or non-aligned terms, so your team can resolve issues quickly.
Data Export & Ownership
You maintain full ownership of your data. Any data captured in Agiliux can be exported at any time via CSV, Excel or through APIs. This ensures long-term control and portability.
Audit Trail & Compliance
Every document action is versioned, time-stamped and fully auditable. You can track who viewed what, when and how data was changed to support regulatory reviews and internal governance.
Audit Trail & Compliance
Every document action is versioned, time-stamped and fully auditable. You can track who viewed what, when and how data was changed to support regulatory reviews and internal governance.
Custom Reporting & Analytics
Generate built-in reports within Agiliux or leverage the Power BI add-on to build advanced dashboards and analytics for deeper insight. Visualise metrics such as quote-to-bind ratios, renewal performance, bordereaux trends and manual-process burden.
Why this matters?
Manual document and data handling is not only time-consuming but also prone to error. By automating these critical workflows, Agiliux frees up your team to focus on negotiation, client engagement and value-add activities instead of admin. And with full data ownership and export capability, you remain in control always.