Explore Agentic Workflows

See how agentic AI augments mission-critical workflows in financial services. From origination to underwriting, discover practical examples of workflows redefined with our AI agents.

Finance

Learn how agentic AI transforms core financial workflows, from loan origination to servicing and beyond.

Loan Origination

Accelerate loan origination while improving consistency, accuracy, and compliance. See how agentic AI transforms your approval process.

Loan Servicing

Automate loan servicing with agentic AI. Monitor borrowers, trigger alerts, support decisions, and report in real time. See how AgentFlow works.

Spend Reconciliation

Spend reconciliation is slow and error-prone. AgentFlow automates matching and reporting, securely, accurately, and always under your control.

Spend Intelligence

Spend analysis still relies too much on manual spreadsheets. See how agentic AI transforms spend intelligence with real-time alerts, insights, and reporting.

Insurance

Wondering how agentic AI applies to insurance? Explore posts that walk through real workflows, from underwriting to claims adjudication.

Insurance Underwriting

Insurance underwriting is still too manual. See how our agentic AI automates the entire workflow, from triage to policy issuance, securely and compliantly.

Claims Adjudication

Claims adjudication is too slow and error-prone. See how AgentFlow accelerates intake, decision-making, and settlement, without losing control or compliance.

Life Insurance

Insurance underwriting is slow and manual. AgentFlow automates intake to issuance: securely, compliantly, and with full control over your data.

FAQs

What are agentic workflows?

Agentic workflows are automated processes driven by AI agents that can plan, decide, and execute tasks autonomously. These workflows rely on agent-based systems that interpret inputs, take action, and iterate toward outcomes with minimal human oversight.

What use cases are best suited for agentic workflows?

Agentic workflows shine in complex, decision-heavy processes like loan origination, claims intake and adjudication, and mortgage and insurance underwriting. They are especially powerful where human-AI collaboration is needed and outcomes must be auditable.

How are agentic workflows different from traditional automation?

The main difference between agentic workflows and traditional automation is that agentic workflows use AI agents to make decisions and adapt actions dynamically, while traditional automation follows static, rule-based scripts. Agentic systems respond to context in real time; traditional systems require predefined logic and human oversight for changes.

Does Multimodal offer AI agents?

Yes. We have six AI agents built for every stage of the financial services workflows:
- Process AI agents (Document AI and Unstructured AI) — for processing structured and unstructured documents submitted either by employees or customers
- Search AI agents (Database AI and Conversational AI) — for retrieving data and insights from your databases and unstructured documents
- Decide AI agents (Decision AI) — for making data-backed decisions in financial services
- Create AI agents (Report AI) — for generating documents based on your company data

You can configure all of our AI agents to better suit your use case and company-specific needs and guidelines.

How do I get started with agentic workflows?

With AgentFlow, you can implement your first agentic workflows in under 90 days. Our platform gives you the tools to:Orchestrate AI agents, human experts, and third-party systems in one visual interfaceDeploy securely within your VPC or on-prem, so no data ever leaves your wallsEnsure compliance with various explainability and transparency features, like built-in audit trails and confidence scoringJust connect your data, define your process, and let AgentFlow do the rest.Whether you’re automating underwriting, claims handling, or back-office workflows, you can move from concept to execution without heavy dev lift. Get started by booking a demo with our team.

Do I need machine learning or AI expertise to use AgentFlow?

No. AgentFlow is built for business and ops teams. You can define workflows, set triggers, and assign agents using a no-code interface. You can also opt for our full-service partnership model for support throughout the process.

Your IT team can get involved, but they don’t have to be the gatekeepers.

What results can we expect from implementing agentic workflows?

Our clients report faster cycle times (e.g. 20x faster), improved accuracy and consistency in decisions, and decreased costs (e.g. by 80%). Agentic workflows free up your experts to focus on high-value work instead of repetitive tasks. Read our case studies for more information.

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