Insurance
Transforming insurance
Empowering brokers and providers
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.
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:
Customer onboarding
Identity verification and KYC
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:
Customer onboarding
Identity verification and KYC
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:
Customer onboarding
Identity verification and KYC
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:
Customer onboarding
Identity verification and KYC
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:
Customer onboarding
Identity verification and KYC
Curious about Smartflows?
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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.
How Natural Catastrophe Insurance of Iceland 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.
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Hulda Ragnheiður Árnadóttir
CEO
FAQ
How do I set up Taktikal SmartFlows?
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compliant and ready
GDPR
All workflows align with UK and EU regulatory frameworks and data protection laws.
Azure
Secure hosting in Azure with encryption at rest and in transit. Meets the highest standards for sensitive health and financial data.
ISO 27001 certification
Taktikal received ISO 27001 certification from BSI which confirms that Taktikal manages information security according to an international standard of best practises.
