Policy Servicing

Fast updates without the manual paperwork.

Keeping records up to date shouldn't require endless phone calls or chasing paper forms. Our policy servicing center takes care of the busywork of policy and claim maintenance.
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Validate data to improve efficiency

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Reduce NIGO's

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Eliminate double entry

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Empower agents, policyholders, and claimants

Benekiva policyholder self-service dashboard showing automated policy servicing workflows and beneficiary update forms.

Real Results You Can Measure

One Tier 1 carrier used Benekiva’s claims automation workflow to to give their team back thousands of hours.

Reduced NIGOs

47%

Phone calls eliminated

200,000

Hours saved annually

23,667+

AI-Driven Servicing

Benekiva's policy servicing solution transforms manual maintenance into an AI-driven chatbot experience. Update beneficiaries and addresses in minutes, on any device. Your team gets an accurate source of truth, and your customers get their time back.
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Built-In
E-Signature

Sign documents digitally right inside the chat flow, no extra integrations required.

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Compliant Correspondence

Send automated letters and updates formatted to meet state-specific requirements.

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Context-Aware Communication

Deliver the right tone for every interaction.

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Automated Approval Workflows

Configure business rules to route and approve policy changes automatically.

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Streamline Workflows

Automate every step, from first request to the final approval.

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Seamless Integrations

Our claims handling software plugs directly into your existing admin tools to share data.

Every update, every signature, every approval happens securely and automatically within one connected ecosystem.

Explore More Solutions

Discover how Benekiva's comprehensive platform can transform your operations.

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Claim Submission

Simplify claim submission for faster, more seamless experiences.
Learn More →
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Claims Workbench

Claims workflow automation for speed, compliance, and loyalty.
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Portals

Connect claimants, agents, and processors to settle claims faster.
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Build a Claims Process that Work for Everyone

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Frequently Asked Questions

Everything you need to know about Benekiva's servicing offerings.

What types of policy changes can we automate?

Benekiva extends beyond claims to simplify standard maintenance tasks that typically slow down your team. By applying configurable workflow logic to updates like beneficiary changes or ownership transfers, you can automate routine approvals and only route requests for manual review when a signature or extra validation is required.

How does Benekiva connect with my existing policy admin systems?

Benekiva is designed to work alongside your current technology, not replace it. Our claims handling software uses modern APIs to sync data back and forth with your legacy admin systems. When a user updates a beneficiary or an address in the portal, that information is validated and sent directly to your core system, eliminating the need for manual data entry.

How long does it take to get the system up and running?

Most companies can start seeing value from the platform in months, not years. We use a "crawl, walk, run" implementation strategy, which means we deploy your most critical features first to get your team up and running quickly. This phased approach reduces the risk of project failure and allows your team to adopt the new tools at a manageable pace.

Can policyholders make updates themselves?

Yes. Benekiva provides a secure, digital interface for every person involved. Policyholders can initiate changes on their own time from any device, while agents can track the status of those requests or step in to help. This transparency reduces the number of status-check phone calls your back-office team has to handle.

How does the system handle compliance and security?

Security is built into every step of our claims automation software. Every update, signature, and approval is tracked with a full audit trail, ensuring you stay compliant with state and federal regulations. We use industry-standard encryption and secure authentication to protect sensitive policyholder data, so your team can focus on servicing policies without worrying about data integrity.