# Policy Endorsement / Change Request — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Policy Endorsement / Change Request

Process routine policy changes efficiently.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Captures the requested change and confirms any information needed to process it, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Applies straightforward changes within system authority limits directly, written to the policy system.

Routes anything requiring underwriting review to an underwriter per the policy system's referral rules.

Confirms updated policy documents sent once processed.

## Data sources

Policy administration system Underwriting referral rules

## What it targets

Routine changes processed same-day Target 90%

Changes requiring underwriting correctly routed Target 100%