Sirriuz

Automate broker's front and back-office operations with AI agents

Sirriuz is White Gate’s Intellectual Property* and with years of industry and technology experience it is launched for Insurers and Insurance Brokers. A Holistic platform for CRM, Back-Office operations and provides complete AI Generative and Agentic AI Capabilities.

Customer 360

  • Unified customer data across marketing, sales, and service
  • AI-powered workflows and dashboards for real-time insights
  • 360° interaction history across all channels
  • AI agents for summarizing case histories and enhancing service responsiveness

Sales

  • Manage the full sales cycle with AI-driven tools
  • Visualize pipelines and forecast revenue
  • Generate quotes and proposals instantly
  • Track broker performance and conversion rates

Marketing

  • Launch targeted campaigns for renewals, up-selling, and acquisition
  • Segment audiences by behavior and policy stage
  • Track campaign performance with real-time analytics
  • Personalize outreach based on client data

Service

  • Handle claims straight through processing and policy servicing
  • Access full customer history with 360° view
  • Recommend next-best actions using AI
  • Monitor SLAs and resolution timelines

Quotation Management

  • Generate quick, accurate insurance quotations using pre-filled client and product data
  • Provide clear breakdowns of coverage, premiums, and terms
  • Track quotation history and status across multiple lines of business
  • Share summaries with clients and insurers for faster approvals

Broking Slip

  • Create standardized broking slips with essential coverage details and terms
  • Share slips digitally with insurers for faster processing and approvals
  • Maintain a central archive of submitted slips for audit and reference

Policy Management

  • Manage issuance, endorsements, renewals, and cancellations
  • Auto-generate documents and client communications
  • Built-in compliance checks and validation
  • Debit/Credit note automation with audit-ready records

Claims

  • Smart FNOL and complete claims STP powered by advanced AI agents
  • AI-powered dashboards to track overdue claims and bottlenecks
  • Real-time resolution tracking and proactive follow-up
  • Automated claims assistance using document extraction

Customer Portal

  • Secure, branded portal for policy access and claim submission
  • Real-time sync with backend systems
  • Mobile-friendly and customizable visibility controls
  • Reduces manual support and improves transparency

AI Agents & Agentic Automation

  • Natural language queries for instant insights (e.g., “Show me policies expiring next month”)
  • AI agents assist with underwriting, claims, and service tasks
  • Supports modular workflows and rapid product launches
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