WorkSwarm for Insurance

Claims processed, policies renewed, agents onboarded.

Humans and AI agents working side-by-side for Head of Operations, Claims Lead teams.

Compliance & Security

Recommended: WorkSwarm Private with BYOK

IRDAI Information and Cyber Security Guidelines 2023, IRDAI Outsourcing Regulations, DPDP for policyholder data, IT Act for digital records, and TRAI DLT for customer comms. WorkSwarm streams audit logs in IRDAI's preferred format, supports the 24-hour incident reporting window, and retains records for 7 years per IRDAI.

IRDAIDPDP Act 2023IT ActTRAI DLT
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Your data, your network

Account data stays in your data centre. We come to it.

For Insurance teams under RBI localization, account numbers, card data, and KYC documents stay in your India data centre. Workswarm sees only token IDs and risk scores.

Bank Data CentrePCI DSS scope. RBI audited. India only.Core BankingFinacle or Flexcubeaccount, txn, balanceCKYC and CardsPAN, Aadhaar, card PANOn Prem Fraud SLMScores transactions inmilliseconds, stays in DCMCP TunnelOutbound only.Signed responses.CUSTOMER DATA STAYS IN INDIATOKENIZED ONLYCarries scores and case IDs, no PANsWorkswarm Finance Pack (India region)Mumbai hosted. India only data plane.Case WorkflowOrchestratorCollections SLMTrained on token levelrepayment behaviorPer bank adapterComplaint Reply,RBI Grievance TemplatesIn bank's brand voiceSigned Audit TrailEach tunneled response cryptographically signed by bank.RBI inspector verifiable.RBI ALIGNED

Never leaves your side

  • Account numbers, full transaction history, card PAN
  • Aadhaar, PAN, CKYC documents
  • Internal credit scores and limits
  • Any data subject to RBI localization

Crosses, encrypted

  • Anonymous case IDs (mapped to real customers only inside the bank)
  • Risk scores and aggregated signals
  • Workswarm's draft replies and recovery scripts
  • Cryptographically signed audit receipts

What Workswarm does

  • Drafts customer communications in bank's tone
  • Coordinates collections and complaint workflows
  • Templates for RBI Banking Ombudsman replies
  • Never sees PAN or card number. Only token IDs.
OK
Compliance picture. RBI payment data localization is satisfied. PCI DSS scope is dramatically smaller because card data never enters Workswarm. DPDP obligations stay with the bank. CERT In incident reporting is straightforward.
Bank data centreTokenized tunnel trafficWorkswarm Finance PackLocalization restricted
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Also relevant for Insurance

Law firm contracts and deals under attorney client privilege. Attorney client privilege preserved because privileged material never crosses the firm's perimeter. State bar and bar council confidentiality rules met. ISO 27001 controls match. GDPR processor obligations are minimized by design.

See Legal architecture
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