Lightico

Digital completion platform for regulated customer journeys in financial services and insurance.

Document Management Growth Series B

Overview

Lightico is a digital completion platform for regulated enterprises, serving carriers, banks, lenders, and financial services firms that need to automate high-stakes customer interactions such as policy sales, renewals, claims processing, and account onboarding. The platform enables organizations to orchestrate end-to-end customer journeys through a unified workflow combining eSignatures, eForms, identity verification, and AI-powered document processing -- all accessible via web, mobile, or phone channels.

The platform is delivered as cloud-first SaaS and integrates with 400+ applications via REST and GraphQL APIs, including a native Salesforce integration. Core AI capabilities include OCR, NLP, and machine learning for intelligent document extraction. A low-code workflow builder allows business teams to configure multi-step journeys without developer involvement.

Lightico has raised approximately USD 44M across four funding rounds, including a USD 15M Series B from Capital One Ventures in 2021. The company reported USD 14.1M in revenue in 2025 with a 128-person team. In 2023, Lightico acquired Vizolution, a UK-based customer experience platform, expanding its European presence and contact center capabilities.

Products & Services

AI Intelligent Document Processing

Extracts and validates data from customer-submitted documents using OCR, NLP, and machine learning. Provides automated data extraction from unstructured documents with classification and validation.

Key Features

Automated data extraction from unstructured documents
NLP-based classification and validation
Integration with downstream workflow steps

Target Users: Carriers, banks, and lenders processing high volumes of customer documents

eSignatures & Digital Consent

Enables remote signature collection and consent capture across regulated industries with compliance-ready audit trails.

Key Features

Multi-channel delivery (web, mobile, SMS)
Compliance audit trails for regulated industries
Configurable consent flows

Target Users: Insurers, lenders, and financial services firms requiring legally binding digital signatures

Identity Verification & KYC

Provides Know-Your-Customer verification and multi-factor authentication for secure customer onboarding and fraud prevention.

Key Features

KYC document validation
Multi-factor authentication
Fraud detection and prevention controls

Target Users: Carriers and financial institutions with onboarding and regulatory compliance requirements

eForms & Data Collection

Omnichannel data capture through configurable digital forms deployed via web, mobile, or phone-based interfaces.

Key Features

Web and mobile form delivery
Phone-channel data collection
Conditional logic and branching

Target Users: Operations and customer service teams replacing paper-based or manual data collection

Workflow Automation & Cases Management

Low-code journey builder for multi-step automated workflows, with a Cases Management module for complex, multi-touch processes spanning multiple interactions.

Key Features

Low-code journey configuration
Cases module for multi-session workflows
Process automation across customer lifecycle stages

Target Users: Business operations teams configuring automated customer journeys without coding

At a Glance

Founded: 2015
Headquarters: New York, NY
Employees: 51-200
Funding: Series B

Category & Focus

Category: Document Management
Subcategories: eSignatures Identity Verification Workflow Automation AI Document Processing
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity Specialty/E&S
Target Customers: Carriers, Brokers, MGAs/MGUs