By industry · Insurance
Insurance
Claims, underwriting, and policyholder operations.
Agentic workflows across claims, underwriting, and policyholder service, tuned to cut cycle time without losing the fraud and subrogation signal buried in the paperwork.
01Where it breaks today
The pain points we hear before the first call ends.
Claims dragging past three weeks, hurting customer satisfaction and retention
Capacity constraints from talent scarcity and catastrophe-driven volume spikes
Manual document handling, routing delays, and fragmented data
Undetected fraud losses and missed subrogation opportunities
Contact centers overwhelmed by routine requests
02Where agents take over
Use cases, by area of the business.
Claims Management
From first notice of loss to settlement.
- Document triage and data extraction
- Fraud detection and coverage/limits verification
- Claim review/approval automation and subrogation identification
Underwriting & New Business
Faster, better-informed risk decisions.
- Broker pack ingestion and external data sourcing (MVR, MIB)
- Medical record review and risk/fraud assessment
- Pre-bind checklist automation and renewal summarization
Policyholder & Contact Center
Routine requests, resolved without a queue.
- Proof-of-insurance requests and payment plan/refund processing
- Policy issuance, updates, and claim status inquiries
- Cancellation, renewal, and surrender/lapse processing
Fraud, SIU & Recovery
Catching what manual review misses.
- Intake anomaly flagging and KYC cross-checks
- SIU referral packaging
- Interview/recording summaries and recovery packet assembly
Agency & Broker Operations
Keeping the distribution channel moving.
- Producer onboarding and licensing
- Commission calculations and bordereaux ingestion
- Performance reporting
Finance, Data & Compliance
The back office behind every policy.
- Accounts payable invoice processing and ESG reporting
- Regulatory submissions and data validation/lineage
- Standardized ACORD-format data migration
03What we deploy
Agentic capabilities we bring on day one.
Assess risk exposure by extracting key terms from policy and reinsurance documents
Aggregate coverage and exposure data automatically for underwriters and actuaries
Extract data from claim forms and emails for faster claims processing
Verify coverage in policy administration systems and post automated status updates
Automate routine policyholder requests to cut call and wait times
Improve first-call resolution on claim status and coverage clarifications
Full audit trail across claims, underwriting, and broker workflows
Fraud and subrogation opportunity detection built into the claims pipeline
Related solutions
More ways we map to your business.
Ready to scope insurance for your team?
We will tell you honestly which of the above is a four-week build and which needs a longer runway.