What this Agent solves for you
What it does
It delivers accurate and structured policy data, with results free from interpretations or ambiguities.
Automated activities
- Literal extraction of key data such as policy number and validity period
- Detailed breakdown of all contracted coverages
- Extraction of indemnity amounts and deductibles.
Agent Subfunction
- Negotiation and closing
Results and impact
Up to 90%
less time in the policy issuance cycle
99%
reduction in compliance risks.
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Your life gets faster with Pipefy AI Agents
90% faster
Traditional path
2–5 days
With Pipefy AI Agent
2–4 hours
Frequently Asked Questions about Pipefy AI Agents
Read frequently asked questions about Pipefy AI Agents.
What is the Policy Data Extraction Agent and how does it work?
The Policy Data Extraction Agent is a specialized AI Worker within Pipefy's Quotation AI Studio solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.
How much does it cost to use the Policy Data Extraction Agent in Pipefy?
The cost of the Policy Data Extraction Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.
What is the difference between the Policy Data Extraction Agent and manual processes?
While manual processes rely on manual intervention at every step, the Policy Data Extraction Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.
How do I choose the best Policy Data Extraction agent for my company?
To choose the right Policy Data Extraction agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.
