PolicyLoan by Acumatic
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Policy & Loan

PolicyLoan that starts in a WhatsApp message.

Customers ask about a policy or a loan — status, claim, documents, eligibility, or EMI — in the chat they already use. PolicyLoan raises the request, assigns an advisor, tracks every stage against SLA, and gives your desk one place to see it all.

Open customer portal Advisor portal Admin console
Hi, I need a personal loan for 50,000 AED — can you check eligibility? 21:04
Logged as #PL-2043 — medium priority. An advisor is on it. 21:04
Rina Alavi at Mashreq Retail Lending will confirm next steps by 21:15. 21:06
Perfect, thank you. 21:07
Requests managed
1,500+
Advisors
250+
Branches
120+
SLA compliance
99.8%
How it works

Ask to fulfilled, without a phone call.

01

The customer messages

A photo and a sentence on WhatsApp. No app to install, no form to learn.

02

The request routes itself

Category and priority set the SLA, then the engine picks the best available advisor from the right partner.

03

The desk sees everything

Accept, travel, arrive, fulfil, report, approve — every stage timestamped against target.

Portals

One workflow, three points of view.

Customer

Raise care requests in chat and follow the ticket.

Advisor

Assignments, work reports and history.

Admin

Directory, approvals, SLA and analytics.

Built for policy and loan desks.

Insurers, banks, and partner desks — one PolicyLoan workflow for every customer request, with data that stays in region.

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