Gromo
From chaotic insurance verification to AI-configured agent workflows in 3 days
The Manual Verification Chaos
Gromo's 1500+ field agents were verifying insurance policies across India—but coordinating them was a nightmare. Each insurance product (health, life, motor, home) required different verification steps, documents, and compliance checks.
Operations managers spent weeks creating Excel sheets with verification checklists. Agents used paper forms and WhatsApp to submit photos. There was no way to ensure agents were following the right steps for each product type or collecting the required documents.
Why Generic FSM Tools Failed
Product-Specific Workflows Were Impossible
Generic FSM tools offered "one workflow fits all." But health insurance verification needed different steps than motor insurance. Setting up 15+ custom workflows manually? Would take 4-5 months of IT work.
Document Requirements Changed Constantly
Insurance regulations meant document requirements changed monthly. With traditional FSM, updating workflows meant developer tickets, testing cycles, and weeks of delays. By the time changes went live, regulations had changed again.
No Dynamic Territory Assignment
Agents needed to be assigned based on location, insurance type expertise, and current workload. Manual territory rules couldn't handle this complexity—managers spent hours every day manually assigning verifications.
AI Configuration Made the Difference
Product-Specific Workflows Auto-Generated
AI analyzed Gromo's existing verification processes and automatically created 15 distinct workflows—one for each insurance product. Health insurance gets 8-step verification with medical records check. Motor insurance gets 5-step verification with vehicle inspection. No manual configuration needed.
Smart Document Capture Rules
AI configured automatic document requirements based on product type and regulation changes. When IRDAI updated health insurance verification rules, AI automatically updated the workflow and required documents—agents saw the new requirements in their app immediately.
Intelligent Territory & Skill Matching
AI learned which agents handle which insurance types best and configured automatic assignment rules. Health insurance verifications in Mumbai automatically route to agents with health expertise in that area. No manual territory management needed.
Compliance Checks Built-In
AI configured automatic compliance validation for each product type. Agents can't mark a verification complete without mandatory photos, signature, and documents specific to that insurance product. System auto-flags missing requirements before submission.
The Transformation
Before: Manual Excel Hell
Operations team spent 2 weeks creating verification checklists for each new product
Agents used paper forms and WhatsApp for photo submissions
50% of verifications were incomplete—missing required documents
Territory assignment took 3 hours daily for each manager
Document requirement updates required 2-3 weeks of IT development
After: AI-Configured Workflows
AI auto-generates product-specific workflows in minutes from existing processes
Agents get dynamic checklists and document requirements in mobile app
98% verification completion rate—system won't allow incomplete submissions
Smart auto-assignment based on location, skills, and workload—zero manager time
Regulation changes go live instantly—AI updates workflows automatically
The Numbers Tell the Story
Agents complete 3x more verifications daily with AI-guided workflows
AI configured all 15 product workflows from existing processes
Up from 50%—AI enforces all document requirements
Regulation changes go live automatically—no developer tickets
Why It Worked
Traditional FSM required months of manual configuration to build product-specific workflows. Fieldproxy's AI learned from Gromo's existing verification processes and automatically configured the entire system in 3 days. When regulations change, AI updates workflows instantly—no IT tickets, no delays, no chaos.