Agentic App for Smarter Group Insurance Management

Tartan’s Insurance Apps automate group insurance workflows from onboarding and endorsements to claims. It enables insurers, brokers, and corporates to streamline operations, reduce manual effort, and deliver personalized benefits faster.

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Subproducts

Built for the Modern
enterprise stack

Automated Onboarding Agent

Seamlessly sync broker, corporate, and employee data using AI-driven onboarding flows.

Integrates with Tartan’s HyperVerify KYB for real-time corporate validation

Automates eligibility checks for cover allocation

Enables tiered policy mapping across locations or employee bands

Supports API-based ingestion of master files from brokers and TPAs

Detects duplicate or missing data and flags discrepancies

Sets up employer and employee groups in minutes

HRMS platform selection interface showing BambooHR, Gusto, Oyster, and other integrations in Tartan's unified API system

Endorsement & Policy Query Agent

Automates complex endorsement handling and provides an intuitive chat interface for real-time policy query resolution.

Submit endorsements (add, delete, change) via chat or UI

Resolve policy questions for HR or employees (e.g., “What’s the maternity cover?”)

Trigger alerts for pending approval steps

Automate dependent updates (marriage, childbirth, exits)

Auto-generate endorsement logs and audit trails

Sync changes with insurer or broker portals

Tartan dashboard displaying API categories for PAN, mobile, and Aadhaar-based identity and employment verification services

Claims Automation Agent

Handles claims from document to disbursal through agentic workflows.

Extracts claim data from scanned documents and emails

Validates policy eligibility and document sufficiency

Generates real-time dashboards for HR and insurers

Routes approvals to appropriate authorities (corporate/insurer)

Tracks claim status and turnaround times

Enables Straight Through Processing (STP) with minimal human intervention

Tartan's PolyCraft AI agent interface offering policy upload, summary, and modification options through a no-code workflow

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Built for Impact

Infrastructure That Delivers

Issue and manage policies without operational drag.

Prevent fraud at every user step

Faster Claims Processing

From intimation to payout, reduce claim lifecycle timelines with automation and STP.

Tackle any compliance tasks

Increase in Policy Operations Efficiency

Fewer manual tasks, more automated endorsements, queries, and onboarding flows.

Improve team efficiency

100%

Digital Sync with Broker and

Insurer Systems

Seamless API integrations replace fragmented spreadsheets and siloed communication.

"Tartan’s PolicyApps helped us convert policy documents into business rules and test scenarios in under a day—what used to take a full sprint is now handled automatically."

Risvan O

Senior Product Manager, Bharatsure

Built for Impact

Infrastructure That Delivers

Issue and manage policies without operational drag.

Prevent fraud at every user step

Faster Claims Processing

From intimation to payout, reduce claim lifecycle timelines with automation and STP.

Tackle any compliance tasks

Increase in Policy Operations

Efficiency

Fewer manual tasks, more automated endorsements, queries, and onboarding flows.

Improve team efficiency

100%

Digital Sync with Broker and

Insurer Systems

Seamless API integrations replace fragmented spreadsheets and siloed communication.

"Tartan’s PolicyApps helped us convert policy documents into business rules and test scenarios in under a day—what used to take a full sprint is now handled automatically."

Risvan O

Senior Product Manager, Bharatsure

Highlights

Benefits Snapshot

Automation

Eliminate repetitive insurance ops tasks

Automation

Eliminate repetitive insurance ops tasks

Personalization

Tailor benefits and add-ons for every employee

Personalization

Tailor benefits and add-ons for every employee

Speed

Go from quote to policy issue in minutes

Speed

Go from quote to policy issue in minutes

STP Claims

Drive fully automated claims with minimal human touch

STP Claims

Drive fully automated claims with minimal human touch

Compliance

Maintain auditable logs forevery change and claim

Compliance

Maintain auditable logs forevery change and claim

Accuracy

Extract and validate data from structured/unstructured sources

Accuracy

Extract and validate data from structured/unstructured sources

Scalability

Manage thousands of employees and policies across clients

Scalability

Manage thousands of employees and policies across clients

Real-time Sync

Keep all stakeholders alignedwith instant updates

Real-time Sync

Keep all stakeholders alignedwith instant updates

User Experience

Make insurance workflows as simple as chatting

User Experience

Make insurance workflows as simple as chatting

Integration Ready

Plug into insurer, broker, orcorporate systems via API

Integration Ready

Plug into insurer, broker, orcorporate systems via API

Metrics

Impact Delivered

Driving Automation Where Enterprises Need It Most

We integrated Tartan Hypersync as an SDK within our insurance platform to automate corporate onboarding and real-time employee sync. What previously took days of manual effort, chasing HR teams for data uploads and now handled seamlessly through API-based HRMS connections. It’s helped us onboard client organizations faster, improve coverage accuracy.