State, eligibility, and next steps
One engine owns validation, decisions, journey state, and integration calls so web, WhatsApp, and agent views do not drift apart.
Custom journey software for insurers.
Based in South Africa
Built around your product, not someone else's platform. Lori turns quote, onboarding, servicing, and agent handoff flows into software that fits your rules, channels, and teams. AI helps with messy input. The journey logic stays yours.
What Lori
keeps true.
i.
Specific products need specific software.
ii.
AI assists.
The workflow stays in control.
iii.
Integration beats another disconnected tool.
iv.
Start fast.
Keep the path to scale open.
Insurance gets specific.
Generic tools don't.
Most platforms assume the process is standard. Insurance rarely is. A quote or onboarding flow may carry product variations, consent wording, underwriting exceptions, human review, legacy systems, and audit expectations in the same customer moment.
Generic tools smooth over those differences. Internal builds can respect them, but often move too slowly while the team is still learning what users actually do.
- Eligibility is where the product lives.
- Consent wording changes by channel, product, and step.
- Web, WhatsApp, agents, and admin need shared state.
- AI is useful for interpretation, not regulated judgement.
- Early feedback needs hours or days, not quarterly release cycles.
Generic platform
Fast start. Rigid fit.
Traditional build
Exact fit. Long queue.
Lori
Specific fit. Early proof. Clean scale.
Build the operating spine first.
We map journey state, eligibility checks, consent, audit events, human handoff, and system calls before the interface gets clever. Customer, agent, and admin surfaces then sit on top of the same spine. AI translates messy language into structured inputs; software remains the source of truth.
Messy language becomes usable data
Customer messages become structured, reviewable fields. Eligibility, disclosure wording, and regulated steps stay outside the prompt.
Built for the people in the flow
Agent takeover, admin review, product support, escalation, and downstream systems are designed as part of the work, not added after the demo.
Review questions are visible early
Access, audit logs, provider boundaries, privacy controls, and deployment options are shaped before the pilot hardens.
Software for the handoffs insurance teams feel every day.
Quote and onboarding flows
Capture customer information, validate eligibility, generate quotes, collect consent, and prepare submissions without losing the product nuance.
Eligibility logicDisclosuresConsent captureQuote prep
Web and WhatsApp handoffs
Start on the web, continue in WhatsApp, and keep the same state as customers and agents move between channels.
State portabilityChannel switchingAsync resume
Agent-assisted workflows
Agent inboxes, takeover, editable captured fields, review queues, and admin tools that keep context visible.
TakeoverEditable fieldsReview queueAdmin tools
AI and system adapters
AI structures messy input. Adapters connect quote engines, policy systems, CRM, address services, messaging providers, and reporting while decisions stay in software.
Bounded promptsServer-sideAudit logAdapters
Start narrow.
Learn on the real surface.
A pilot should be small enough to ship and real enough to prove. Lori focuses the first build around one valuable flow, the people who use it, and the architecture needed for the next decision.
01
Map the journey
Product rules, decision points, required data, handoffs, integrations, and ownership.
02
Build the working journey
A working flow stakeholders can test with real logic and real edge cases.
03
Iterate with the business
Wording, rules, admin workflow, and exceptions change quickly while the team learns.
04
Prepare for production
Access, audit, privacy, monitoring, deployment model, channel integration, and release governance.
↘ Aim
Get one real flow into users' hands, learn what matters, and keep the path to scale visible.
Pilot fast.
Scale cleanly.
Speed should leave evidence. Lori keeps hosting choices, access, audit events, provider boundaries, data handling, release paths, and integration ownership visible from the start.
That means the first useful build can teach the business before a broad platform commitment, while still giving technical and compliance teams evidence they can review.
A focused pilot should be built to travel. It can graduate into approved environments, pause cleanly, or inform the next build without creating a governance clean-up job.
Technical approach available on request- Backend-for-frontend pattern keeps provider secrets server-side.
- PostgreSQL-backed state keeps journey data structured and portable.
- Deterministic workflow logic controls regulated decisions and handoffs.
- AI usage is bounded, logged, and reviewable.
- Human takeover and admin review designed into the operating model.
- Managed pilot hosting can move toward insurer-approved environments when the journey is ready to scale.
- Focused scope avoids broad platform spend before the journey has proven value.
The three questions we get first.
Q.01 Is Lori an AI chatbot company?
No. Lori builds controlled digital journeys for insurance products. AI can interpret customer messages and support staff. Workflow, eligibility, validation, and integrations stay in software.
Q.02 Do we need to replace our existing systems?
Usually not. Lori can sit around quote, policy, CRM, payment, messaging, and admin systems through integration adapters.
Q.03 Can this run in our environment?
Yes. Pilots can run on managed infrastructure, and production can be shaped for insurer-approved hosting, security, procurement, or data residency requirements.
Have a journey
worth getting right?
Bring us one quote, onboarding, servicing, or agent handoff that feels harder than it should. We will help shape the first useful build and the path it would need to become production software.