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A bespoke, AI-powered automation platform built exclusively for Claims Advice Bureau (UK) Limited. From landing page to lender submission — intelligent at every step, zero manual intervention.
Prepared for
Anthony Doran & Luke Averill — Claims Advice Bureau (UK) Limited
Ref: EAI-UDC-2026-001
System Architecture
Every step custom-built from the ground up with AI intelligence woven throughout. No off-the-shelf CRM. No platform configuration. A purpose-built, AI-powered application designed for 500–1,000 cases per day.
Consumers arrive via ads, referrals, and partner channels. Traffic source attribution tracked automatically.
High-converting, branded page with AI-optimised form flow. Real-time validation, smart field ordering, and adaptive layouts for mobile and desktop.
If a consumer abandons the form, AI detects which fields are missing and triggers contextual SMS follow-up to recapture them — not a generic reminder, a targeted conversation.
Automated non-impact credit check with AI-powered result parsing to identify all relevant lender agreements. Your own credit bureau account — no markup.
AI-driven filtering and matching to select target lenders. Self-learning rules that adapt without code changes. Scales intelligently with new lenders.
Automated Letter of Authority generation per lender. AI assembles the correct templates with consumer and lender details pre-populated.
Built-in signing — first signing step. One session for all lender LOAs. AI manages status tracking, reminders, and retry logic.
Conditional document collection per lender. Swift needs ID only. Paragon needs ID + proof of address. AI knows and applies the rules automatically.
AI-packaged DR request sent to each lender. Intelligent document packaging, templated emails, and delivery tracking with automated error recovery.
When the lender response comes back, AI reads and assesses the DSR to confirm eligibility. Extracts agreement details, dates, and claim indicators.
If eligible, the law firm Conditional Fee Agreement is sent to the consumer — second signing step. Consumer signs to engage the solicitor.
Complete case data transferred automatically for back-end processing. Full audit trail and confirmation handling.
Process Map
Every process step mapped against its API and AI integration point. Five phases from consumer capture through to CFA signing and Saber Mine handoff.
AI-Powered Intelligence
Every stage of the platform is underpinned by artificial intelligence. This isn't a form with some automation bolted on — it's an intelligent system that thinks, adapts, and acts at every touchpoint.
AI monitors form behaviour in real time. When a consumer hesitates, stalls, or abandons mid-flow, the system knows exactly which fields are missing and triggers contextual SMS follow-up — not a generic reminder, a targeted conversation.
Raw credit search results are parsed by AI to identify and extract relevant finance agreements across manufacturers and third-party lenders. The system understands complex structures — a BMW through Black Horse, an Audi through Close Motor Finance.
AI-driven rules engine dynamically filters and matches lenders based on configurable criteria. As patterns emerge from processed cases, the system continuously refines its matching logic — getting smarter with every case.
LOAs, signing envelopes, and AML requirements are assembled intelligently per consumer and per lender. AI determines the correct documents, templates, and sequencing — no human decision-making needed.
Every outbound message — SMS, email, signing requests — is crafted by AI to maximise response rates. Tone, timing, and content adapt based on where the consumer is in the journey and how they've responded previously.
AI manages the entire case lifecycle — deciding what happens next, when to escalate, when to retry, and when to hand off. At 1,000 cases a day, the system makes thousands of micro-decisions per hour that would be impossible for a human team.
Technical Depth
Each integration is its own engineering effort — authentication, error handling, rate limiting, retry logic, and testing. This is what makes the system robust at scale.
Real-time form abandonment detection. Contextual AI messaging. Response parsing and data reinsertion into case flow.
Soft search execution. Multi-lender result parsing. Agreement identification. Error handling for declined searches.
Dynamic rules engine. Per-lender document requirements and submission formats. No-code configuration updates.
Multi-lender LOA and CFA generation. Dynamic field population. Version management and format compliance per lender.
Dual signing flow (LOA + CFA). Multi-document envelopes. Status tracking. Automated reminders. Built-in, zero third-party signing costs.
Conditional document capture per lender. Image quality validation. Secure upload and encrypted storage.
Templated lender communications. Automated document packaging. Delivery tracking and bounce handling.
Reads and interprets DSR responses. Extracts agreement data. Assesses eligibility criteria. Flags cases for CFA issuance.
Scale Engineering
500 – 1,000 cases per day
That's 15,000 – 30,000 cases per month. Each case triggers multiple API calls across credit checks, signing, email, AI assessment, and handoff integrations. The architecture includes job queuing, retry logic, and graceful degradation when third-party services experience downtime.
Investment
No hidden fees. No platform subscriptions. No per-seat licensing. A fully managed, exclusive platform.
Platform Build
Complete bespoke AI-powered UDC front-end system
Exclusivity
Exclusivity — one-time fee
Monthly Retainer
Support, hosting & unlimited email campaigns — begins on completion
On Commencement
£7,250
50% — before work begins
On Completion
£7,250
50% — on delivery & sign-off
+ monthly retainer begins
Context
This isn't a website. It's an AI-powered automation platform with 8 API/AI integrations and 6 intelligence layers, engineered for 1,000 cases a day.
| Option | Estimated Cost | Capability |
|---|---|---|
| Mid-tier UK dev agency | £40,000 – £80,000+ | Similar scope, longer timeline |
| Off-the-shelf CRM | £500 – £2,000/month | Won't support lender logic, dual signing, DSR assessment, or Saber Mine handoff |
| Manual processing | Large team required | Physically impossible at 500+ cases/day |
| EngageAI — this proposal | £14,500 + £2,000/mo | Bespoke, AI-powered, fully automated, exclusive to the Client |
Delivery
All components built in parallel. Regular progress updates. Live and processing cases within one month.
Database design, landing page, authentication, dashboard framework, AI capture logic, credit bureau API integration.
Lender rules engine, LOA generation, digital signing integration, AML/KYC capture with conditional rules, SMS integration.
Lender email automation, AI DSR assessment engine, CFA signing flow, Saber Mine handoff, end-to-end testing with real cases, load testing at target volumes.
Controlled launch with live monitoring, real-time issue resolution, performance optimisation, team walkthrough.
Get Started
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