Without Silia
- Two to five days per file
- RFC validated by hand on SAT
- File incomplete at quoting
Client Document Onboarding
Part of the Broker
Collects the client's documents over WhatsApp, reads them with OCR and validates the RFC against SAT, leaving the client file complete and ready to quote.
Broker
The context
Gathering the client's papers stalls the whole cycle
Document collection is the broker's most predictable bottleneck. The advisor requests them over WhatsApp, the client sends them in loose messages over days and someone validates the RFC on SAT by hand. The cycle takes two to five days and the file reaches quoting incomplete.
The solution
An onboarding that builds the whole file by itself
The client sends a photo over WhatsApp and the agent does the rest: reads the document with OCR, validates the RFC against SAT and cross-checks the documents. It spots what is missing and asks at once. Once complete, it notifies the advisor and leaves it ready.
Ask me anything
Key capabilities
What the agent does in your operation.
WhatsApp request
Guides the client over WhatsApp or email and asks for each document with clear format instructions, with no form for them to fill in.
Validation against SAT
Reads the ID, tax certificate, deed and proof with OCR and validates the RFC against SAT, confirming it matches the certificate sent.
Document cross-check
Cross-checks data across documents: the name on the ID against the deed, the address on the proof against the fiscal one and each validity.
File ready to quote
Once it is all validated, it notifies the advisor and leaves the file complete in the CRM, ready for the Quoting and AML agents to consume.
With Silia
- Under five minutes
- RFC validated against SAT alone
- File complete and validated
System
System integrations
Silia connects live to the systems your business runs on: it updates records, triggers workflows and confirms actions.
FAQs
Still have questions?
Every operation is different. Let's talk about yours.
Tell us what you're working on. We'll find a time to show you how Silia can help.
Multi-Carrier 360 Quoting
Quotes across every carrier at once, normalizes the replies into a comparison with three scenarios and spots the client's coverage gaps with the broker rules.
BrokerCommercial Inbound
Handles every lead over WhatsApp, web or email in under 30 seconds, scores it against the broker's ICP and assigns it to the right advisor with full context.
BrokerProactive Renewals Engine
Detects each expiry ahead of time, requotes with the current carrier and alternatives, contacts the client and runs the renewal once the client approves.
BrokerAML & KYC Compliance Engine
Runs the client's KYC and KYB validation against the existing providers, classifies the result and issues the auditable compliance token needed to issue.
BrokerGuided Policy Issuance
Guides the advisor through issuance, validates the documents against the brief, runs the transaction in the carrier and syncs CRM, ERP and the doc manager.
Broker