Submission intake and quote triage
Extract risk information, check completeness, identify appetite fit, and route cases to the appropriate broker or underwriter.
Serve policyholders faster while giving teams clearer control.
We build auditable AI systems for submissions, quotes, renewals, policy administration, claims support, and customer communication.
Improve speed without weakening underwriting or claims control.
We target high-volume insurance workflows where better information, automation, and review queues can improve service, protect margin, and release skilled capacity.
Insurance workflowBusiness outcomeControl retained
Submission and quote triagePrioritise complete, in-scope opportunities and respond to brokers faster.Underwriter rules, exception queues, source documents, and human approval.
Renewals and policy administrationReduce chasing, rekeying, missed actions, and avoidable renewal leakage.Broker ownership, validation checks, audit history, and escalation.
Claims and customer supportGive customers clearer updates and help handlers organise evidence sooner.Claims-handler review, vulnerability escalation, permissions, and traceability.
Insurance workflows we commonly help improve.
We focus on high-volume workflows where better information, automation, and human review can improve service and operational performance.
Renewal preparation and retention
Surface upcoming renewals, organise policy and claims history, prepare communications, and flag cases needing early attention.
Policy document processing
Compare schedules and endorsements, extract structured details, identify missing information, and reduce manual rekeying.
Claims intake and evidence support
Organise first-notification information, classify documents, identify missing evidence, and prepare handler-ready case summaries.
Broker and policyholder service
Answer approved policy and process questions, triage requests, draft updates, and escalate complaints or vulnerable-customer cases.
Compliance and operational reporting
Prepare auditable workflow reports, monitor exceptions, and give leaders clearer visibility into service and control performance.
Built to work across insurance operations.
We connect broker platforms, insurer portals, CRM, documents, reporting, and governed AI into workflows your teams can operate, review, and audit.
Acturis
Broker platform
Applied Epic
Broker management
Salesforce
CRM
Microsoft 365
Documents and email
DocuSign
Signed documents
Power BI
Reporting
PostgreSQL
Structured data
OpenAI
AI layer
How we set your insurance operation up for success.
We begin with a defined insurance outcome, map the policy and data boundaries, build around human authority, and prove performance before expanding.
Select the valuable workflow
Choose a submission, policy, renewal, claims, or service process with clear volume, cost, delay, and customer-impact measures.
Map rules, data, and authority
Define system integrations, underwriting or claims rules, document sources, permissions, review queues, and escalation paths.
Build and test against exceptions
Engineer the workflow, validate accuracy and traceability, and test edge cases before any output affects a policy or customer.
Deploy with measurable control
Release with monitoring, audit logs, ownership, support procedures, and service measures tied to operational outcomes.
Start with the insurance workflow creating the most delay or leakage.
Tell us where submissions, quotes, renewals, policy administration, claims, or customer service are creating pressure. We will define a practical first deployment and its control model.