Move every risk decision forward. Let us handle what slows it.
Turn broker emails, applications, loss runs and policy documents into structured, review-ready work. AI prepares the evidence, pursues what is missing and executes approved actions — and the underwriter keeps the decision.
Clarity at every decision.
More underwriting capacity. Less work before the decision.
Built around
the systems you already run.
- Broker inbox and portals
- Policy administration
- Underwriting workbench
- Document store and CRM
WORKFLOWS FOR INSURANCE
Make every case ready
for its next decision.
Insurance teams lose time collecting, interpreting and re-entering information before any meaningful judgement can begin. We automate that work while preserving the source, the reasoning and the approval trail.
Submission intake
Turn an inbox into a submission-ready queue.
Where work stalls
Applications, schedules, loss runs and financial statements arrive across emails and attachments. Underwriters spend their first review identifying the account and discovering what is missing.
A connected workflow
Classify incoming documents, match them to the correct account, extract the required information and check the submission against your appetite and completeness rules. Missing items can be requested automatically.
Underwriting preparation
Give underwriters the evidence, not another summary.
Where work stalls
Underwriters repeatedly extract exposures, claims history and financial information from long documents, then search separate systems for the context required to assess the risk.
A connected workflow
Extract the relevant risk factors, apply your versioned underwriting rubric and prepare a structured memo with the calculations, source references, uncertainties and the issues that need judgement.
Broker support
Give brokers an answer that moves the submission.
Where work stalls
Brokers chase several teams for appetite guidance, submission status and missing requirements. Internal teams rebuild the same account context each time.
A connected workflow
Understand the enquiry, retrieve the permitted account and product context, answer approved questions and identify the action required from either the broker or the underwriting team.
Policy servicing
Complete routine policy requests without the relay race.
Where work stalls
Endorsements, certificates and account changes move between inboxes, policy systems and approval queues, creating delay and rework.
A connected workflow
Verify the request, retrieve the applicable policy context, collect the missing information and prepare or execute the permitted service action in the policy administration system.
Turn every unstructured request
into review-ready work.
We carry information from the broker conversation to the submission, the underwriting queue and the policy record — with every source and action traceable.
THE CAPABILITIES BEHIND THE WORK
Human conversations.
Connected operations.
Bring the answer, the action and the right person into the same workflow.
BEFORE WE GET STARTED
A few things
worth knowing.
The practical details for your insurance team.
Explore the Trust CenterCan the system bind a policy?
Approval boundaries are explicit. In the underwriting workflow described here, the system prepares a cited memo and an authorised underwriter makes the decision. It does not bind a policy independently.
How are underwriting rules maintained?
Your rubric is versioned alongside the workflow. Reviewer overrides become evaluation examples, so a proposed change can be checked against historical submissions before release.
What happens when documents disagree?
The memo surfaces the conflicting sources and the information it could not verify. Low-confidence submissions go to a named reviewer rather than being silently completed.
Where does the workflow run, and who owns it?
We scope deployment in your cloud or VPC with your security team. The code, prompts, evaluations and runbooks are handed over in your repository so your team can operate and change the workflow.
Where do we start?
Bring one workflow to a working session. We inspect the actual handoffs and exceptions, agree a baseline and choose a scoped first build. The timeline follows the integrations and review requirements we find.
START WITH ONE WORKFLOW
Bring us the queue your underwriters
should not be managing.
The submission inbox, the document chase or the servicing request consuming capacity before judgement even begins.
