Workflows Flow Automation

LexAI Flows

Pre-Built Workflows. Infinite Possibilities.

Deploy intelligent insurance workflows in days, not months. From underwriting to claims, our pre-built flows are ready to transform your operations—or customize them to fit your exact needs.

Fast Deployment

Days, not months

Fully Configurable

No-code customization

Modular Design

Reusable components

Pre-Built Flows

Ready to deploy

LexAI Workflow Builder

Document Intake

Extract & validate data

AI Processing

Rules & decision engine

Output & Action

Automated decisions

4+

Pre-built Flows

20+

Components

Possibilities

Out-of-the-Box Solutions

Pre-Built Workflows, Ready to Deploy

Choose from our battle-tested workflows designed for insurance operations. Deploy immediately or customize to match your unique requirements.

Most Popular

Underwriting Flow

For Carriers

Underwriting automation from submission intake to policy issuance. AI-powered risk assessment, document extraction, and decisioning.

Automated submission intake
Intelligent data extraction
Risk scoring & appetite matching
Automated quote generation
2-4 hrs
Processing
98%
Accuracy
70%
Cost Savings
Explore Underwriting Flow

Access Flow

For Agencies

Streamline agency operations with automated quoting, client management, and policy administration workflows.

Multi-carrier quoting
Client portal management
Commission tracking
Renewal automation
Minutes
Processing
95%
Accuracy
60%
Cost Savings
Explore Access Flow

Claims Flow

For Claims Teams

Accelerate claims processing with intelligent triage, automated document handling, and fraud detection capabilities.

First Notice of Loss automation
Document classification
Fraud pattern detection
Settlement recommendations
Same day
Processing
96%
Accuracy
50%
Cost Savings

Authority Check Flow

For Compliance Teams

Automated authority verification and compliance checking to ensure every transaction meets regulatory requirements.

Real-time authority validation
Compliance rule enforcement
Audit trail generation
Exception handling
Instant
Processing
99%
Accuracy
80%
Cost Savings

Need a custom workflow for your specific use case?

Talk to our team about custom solutions
Customization & Flexibility

Your Workflows, Your Way

Start with pre-built solutions or build from scratch. LexAI gives you complete control over your workflows without requiring a single line of code.

Flexible by Design: Whether you need a single streamlined flow or multiple workflows for different teams, LexAI adapts to your needs.
Deploy as a single-tenant solution for dedicated environments, or enable multi-tenant support to manage workflows across multiple clients or business units-all with the same intuitive platform.
1

Select & Deploy

Choose from our library of pre-built workflows and deploy instantly. No configuration needed for standard use cases.

2

Modify & Adapt

Adjust existing workflows to match your business rules. Change thresholds, add conditions, or modify outputs.

3

Create Custom Flows

Build entirely new workflows from scratch using our visual builder and reusable component library.

Modular Architecture

Powerful Building Blocks

Every workflow is composed of reusable, intelligent modules. Mix and match these building blocks to create workflows tailored to your exact needs.

Data Extraction Module

AI-powered extraction from PDFs, images, and documents. Handles tables, forms, and text accurately.

  • OCR & document parsing
  • Named entity recognition
  • Table extraction
  • Multi-format support

Decision Engine

Configurable rules engine for automated decision-making. Supports complex logic with transparent logic.

  • Business rules execution
  • Scoring models
  • Threshold management
  • Decision audit trails

Rules & Validation

Comprehensive validation framework ensuring data quality and compliance with business requirements.

  • Field-level validation
  • Cross-reference checks
  • Format standardization
  • Duplicate detection

Blocking & Control

Smart routing and exception handling for cases requiring human intervention or additional review.

  • Exception triggers
  • Queue management
  • Escalation rules
  • SLA monitoring

Integration Hub

Pre-built connectors for common insurance systems plus flexible APIs for custom integrations.

  • Policy admin systems
  • Rating engines
  • Third-party data
  • CRM/Agency systems

Data Enrichment

Automatic data enhancement from external sources to improve accuracy and reduce manual data entry.

  • Company data lookup
  • Property data
  • Loss history
  • OFAC/sanctions check

Event & Notification

Real-time event triggering and notification system for workflow orchestration and alerting.

  • Webhook triggers
  • Email notifications
  • Status updates
  • External callbacks

AI Agents

Specialized AI agents for tasks like document classification, risk analysis, and communication.

  • Document triage
  • Risk assessment
  • Email parsing
  • Summarization

Compose. Configure. Deploy.

These modules are the foundation of every LexAI workflow. Select the components you need, configure them for your use case, and deploy in minutes—not months.

8+
Core Modules
50+
Pre-built Integrations
100%
Customizable
API
First Design