We turn invisible Expertise into

Automation

Scalable Assets

Automation

UpQuAI captures business expertise and builds scalable knowledge assets-ready for AGI, designed for

Insurance

Finance

Insurance

 sector.

Use your operational knowledge to: Automate, Onboard, Optimize, Analyze, Document...

UpQuAI brings business expertise into AI applications, offering Intelligent Document Processing tailored for the

Insurance

Finance

Insurance

sector, with process

automation solutions that require no manual training or large datasets.

Talk to Expert
Introducing the Process Designer


Build AI assets from real work. In real time. No code.

UpQuAI’s Process Designer turns human activities into Scalable Operational Knowledge - in just one session.
Capture tasks directly from your team, generate intelligent automations, document processes, help onboarding, find optimization potentials and manage everything in one place.

✅ No developers, No discovery
✅ No outdated process maps
✅ No months-long projects


Just real enablement. Real assets.
Welcome to the fastest way to create strategical assets with competitive advantage.
Process Designer Application showing how to mine tasks from real users in order to automate it with AI agentsLIVE Product Preview
Transform your business expertise into scalable AI assets
Discover Our Solutions

Scale and Automate existing Knowledge without coding.
Tailored  for Agentic workflows in

Insurance

Finance

Insurance

Intelligent Data Intake
Automate the capture and interpretation of incoming data, enhancing speed and accuracy from the first contact.
Quote Comparisons
Utilize AI to compare and suggest the best insurance options, transforming how policies are sold and managed.
Coverage Checks and Declarations
Our AI assesses terms and conditions against claims to ensure accurate coverage declarations.
Silent Risk Detection
Identify hidden risks in your portfolio with advanced AI analysis.
Terms and Conditions Analysis
Analyze General Terms and Conditions (GTC) and understand the impact of legal changes on claims​​​​​​.
Claims Processing
Process unstructured claim documents with 98% accuracy out of the box, without pre-training or manual annotations
Smart Data Structuring and Automation
Transform unstructured data into actionable insights and automate complex workflows, reducing errors and increasing efficiency.

Join the AI

Insurance

Finance

Insurance

Revolution

Get in Touch

The UpQuAI Advantage

01
Rapid Deployment
Get up and running in just two weeks—not the fourteen-month industry standard. UpQuAI captures your processes and deploys automation fast while competitors are still in planning phases.
02
Data Security
Benefit from secure hosting and operations within Switzerland and Europe. Your sensitive data never leaves your jurisdiction. Compliance is built in from day one.
03
Knowledge Preservation
Automate manual processes while permanently preserving expert knowledge. Reduce human error, boost productivity, and create institutional memory that stays when people retire.
04
98% accuracy
Achieve precise decision extraction and process replication without prior training. UpQuAI learns from expert workflows to build agents that leverage human expertise with utmost accuracy.
05
Knowledge Scaling
Create permanent operational knowledge that works with any automation tool-your agents, UiPath, n8n, OpenAI agents, or any platform. One knowledge base, endless applications.

Advanced Features of
Our AI Solutions

Multimodal Data Extraction
Seamlessly process texts, tables, images, and handwritten notes.
Instant Readiness
High accuracy without the need for manual training.
Customized AI Models
Tailored to meet your specific needs and requirements.
Smart Document Processing
Precise analysis and structuring of unstructured data.
Innovative RAG Model
Multi-document chat functions with advanced dialogue management​​​​.

Scalable Operational Knowledge for...

01
Training and Onboarding
New employees learn faster with documented workflows and recorded expert knowledge. Cut onboarding time in half.
02
AGI-ready Foundation
When artificial general intelligence arrives, your operational knowledge is already structured and ready to use.
03
Knowledge Transfer
When experts retire, their knowledge stays. Nothing walks out the door anymore.
04
Automation
Turn any process into AI agents in minutes. Use our platform or connect to tools you already have.
05
Process Optimization
Discover where time is wasted and find improvement opportunities. Our AI shows you exactly where bottlenecks are.
06
SOP Creation
Automatically generate Standard Operating Procedures from captured processes. No more months writing documentation manually.
07
Process Monitoring
Monitor processes directly from operations desk.
08
High Compatibility
Fully integrable into existing automation systems.
09
Compliance and Audit
Every process step is documented and traceable. You're always audit-ready for regulators.

The 6-Step UpQuAI Process

You capture knowledge once, but use it everywhere. This is why UpQuAI is infrastructure, not just a tool. Our business model is a No-Code SaaS platform that makes operational knowledge your most valuable strategic asset.

STEP 1
OBSERVE
Watch Experts Work
While insurance experts do their daily tasks, UpQuAI captures their screens, voice, and decision patterns in real-time. Nothing changes in their workflow—we simply record what happens naturally.
STEP 2
ANALYZE
Discover Hidden Patterns
Our AI analyzes every captured workflow to identify decision logic, process steps, and automation opportunities. We show exactly where time is spent and which tasks are worth automating.
STEP 3
DOCUMENT and VISUALIZE
Build Knowledge Assets
All captured expertise becomes structured operational knowledge stored in your proprietary database. This creates a permanent, reusable knowledge asset that your company owns forever.
STEP 4
AUTOMATE
Deploy AI Agents
Within minutes, we generate AI agents that execute documented processes autonomously. These agents work through browsers or MCP, so they run on any system without complex integrations.
STEP 5
CONNECT
Integrate Existing Tools
Your knowledge base works with our agents or connects to automation tools you already use—UiPath, n8n, OpenAI agents, any platform. The knowledge belongs to you and stays platform-agnostic.
STEP 6
SCALE
Multiply Your Value
Captured knowledge enables automation, training, compliance, process optimization, and more—all from one source. Your operational knowledge becomes strategic capital that grows in value over time.

Proven Success: Pet Insurance
Claims Automation

case study
Real-Life Success: Transforming Pet Insurance Claims Processing
Challenge
A rapidly growing Swiss Pet insurance provider faced long claims processing times that frustrated customers. The work required deep expertise that was difficult to find in new hires, and legacy IT systems offered no APIs for integration. Without documented processes and the right automation tools, scaling operations became impossible.
Solution
UpQuAI captured screen recordings, voice, and metadata while expert claims handlers processed cases in their normal workflow. Using this captured knowledge, we built browser-based AI agents that automated the entire end-to-end process without requiring API integrations. The solution was deployed with auto-scaling on Swiss hosting infrastructure to ensure security and compliance.
Results
Three and a half full-time employees were freed from repetitive processing work and reassigned to customer service roles. The company achieved annual savings of CHF 215,000 while improving customer satisfaction.
Most importantly, all expert knowledge was permanently documented as a reusable, AGI-ready knowledge asset—ready for future automation needs, training, and compliance.

By the Numbers
In 2
Weeks Production Ready
98%
Undocumented Expert Knowledge Captured
90%
Time Savings in Process Documentation

Ready for next Generation of AI

Insurance

Finance

Insurance

Artificial General Intelligence

Schedule a Demo