One engine. Three products.
Each is a workflow that crosses a boundary between organisations. The governance architecture is identical in all three. What differs is the transaction model configuration.
TaxPilot
LiveTax and accounting practices
- Document collection
- Document extraction
- Accounts preparation
- Submission
LendPilot
SoonMortgage brokers
- Document collection
- Borrower approval and sign-off
- Loan application preparation
- Document forensics and fraud prevention
- Document submission
Actura
SoonInsurance
- Intelligent claims processing
- Intelligent underwriting analysis
- Bordereaux automation
- Placement automation
- Policy administration
Telligro Ubix · Intelligent Transaction Network Platform
TaxPilot
Tax and accounting practices
The practice, its clients, its ledgers and the tax office all sit on different sides of the work. Ubix connects them.
Clients send their paperwork the way they always have: scans, spreadsheets, email attachments and portal exports. Ubix turns it into a structured, checked return. The agent reviews and accepts it, and nothing is lodged without a person.
Actura
In developmentInsurance
Insurance carries the longest operating history on the platform.
Broker packs are read in the form they arrive. Costs are sorted, exclusions are flagged with the reasons for them, and terms come back the same day. Shipping certificates are produced from the paperwork rather than typed out again.
LendPilot
In developmentMortgage brokers
The checks and paperwork sit across the broker, the lenders and third parties. Ubix carries the case between them.
The broker records a borrower once. Ubix prepares each lender application in the form that lender expects, and returns the responses to the broker without re-keying.
High daily volume. Two or more parties. A transaction that runs from enquiry to final outcome.
Where a workflow resides entirely within one organisation, established tools address it well, and we will say so.