Insurance & brokerageClaims, underwriting & advisor supportCustomer anonymous

Cut quote turnaround to under five minutes and give brokers instant policy answers

Support underwriters, claims adjusters, and insurance brokers with AI analysts that triage incoming claims, compare policy wordings, and pre-score underwriting files.

Request a workflow review Explore 6 workflows

quote prep vs 30 min manual: < 5 min
internal policy search time: -60%
wording & contract review time: -50%

Concrete workflows

Six recurring jobs we automate in insurance & brokerage.

Each workflow connects directly to your existing documents and systems, produces a structured output, and stops at a human reviewer before external release.

Claims operations

Inbound claims triage & severity routing

Reads incoming claim declarations, loss photos, and police or expert reports
Classifies claim type, checks policy coverage dates, and estimates severity tier
Routes complex claims to the right specialist with a pre-filled case summary

Reviewable outputs

Triage summary cardCoverage check status

Reviewed byClaims supervisor

Commercial production

Multi-carrier quote & deductible comparison

Extracts limits, sub-limits, deductibles, and exclusions from competing carrier quotes
Generates a side-by-side client proposal matrix in under 5 minutes instead of 30
Highlights key coverage gaps between expiring policies and renewal terms

Reviewable outputs

Client quote comparisonExclusions delta list

Reviewed byAccount executive

Advisor support

Instant policy wording & exclusions desk

Answers broker and advisor questions on general conditions, warranties, and exclusions
Cites the exact clause and endorsement page across hundreds of product wordings
Reduces internal technical search time by 60% on average

Reviewable outputs

Cited clause answerEndorsement reference

Reviewed byTechnical underwriting lead

Underwriting

Submission consolidation & risk pre-scoring

Consolidates broker submission emails, loss runs, and statement-of-values spreadsheets
Pre-scores submissions against internal underwriting appetite and authority limits
Flags missing inspection reports or abnormal historical loss ratios

Reviewable outputs

Underwriting briefAppetite score & flags

Reviewed bySenior underwriter

Compliance & watch

Supervisory & Solvency II regulatory watch

Monitors insurance authority circulars, distribution directives, and solvency updates
Checks outgoing broker agreements and client disclosures before dispatch
Maintains an auditable log of regulatory reviews across product lines

Reviewable outputs

Regulatory digestPre-send compliance check

Reviewed byCompliance director

Broker steering

Automated production & loss-ratio reporting

Aggregates bound premiums, renewal retention, and claims ratios by carrier and product
Generates monthly broker performance packs and carrier bordereaux automatically
Detects early loss-ratio deterioration across specific cohorts

Reviewable outputs

Carrier bordereauLoss-ratio anomaly alert

Reviewed byPortfolio director

Anonymized deployment story

A European insurance and brokerage operation handling high volumes of commercial policy wordings, broker inquiries, and claims documentation.

-50%

contract analysis time

-60%

internal search time

< 5 min

commercial quote prep

From manual bottleneck to controlled workflow

Cutting policy wording analysis by 50% and internal coverage lookup time by 60%

The operating challenge

Legal and underwriting teams spent hours searching across general conditions, endorsements, and regulatory circulars to answer broker questions and verify coverage exclusions.

What we deployed

Deployed an advisor AI desk connected to approved policy wordings, underwriting guidelines, and regulatory memos that drafts cited coverage answers and compares quotes in under five minutes.

Cross-industry playbooks

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Private equity & funds

Bring us one recurring job in insurance & brokerage.

Request a workflow review

Cut quote turnaround to under five minutes and give brokers instant policy answers

Six recurring jobs we automate in insurance & brokerage.

Inbound claims triage & severity routing

Multi-carrier quote & deductible comparison

Instant policy wording & exclusions desk

Submission consolidation & risk pre-scoring

Supervisory & Solvency II regulatory watch

Automated production & loss-ratio reporting

Cutting policy wording analysis by 50% and internal coverage lookup time by 60%

Explore workflows in other industries.

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Bring us one recurring job in insurance & brokerage.