AI workflows for insurance agencies and carriers.
Businesses that sell, underwrite and service insurance policies, including agencies, brokers and carriers.
Who does this work
- Agency principal
- Account manager
- Claims manager
Updated
Examples of the workflows identified
- Answer a question from the approved source documentsIllustrative
- Build a sourced chronology for a dispute or matterIllustrative
- Build the content calendar around the business calendarIllustrative
- Check a counterparty's revenue statement against expected amountsIllustrative
- Check a new intake is complete and hand it onIllustrative
The workflows identified
Marked illustrative: an example of the work, identified, with no workflow template yet.
Answer a question from the approved source documentsPulls the policy wording and endorsement passages that bear on the policyholder's situation and lists facts still needed.Illustrative · not built yet
Build a sourced chronology for a dispute or matterReconciles incident notes, notifications and later statements on an insurance claim.Illustrative · not built yet
Build the content calendar around the business calendarA sequence of client preparation messages through renewal season.Illustrative · not built yet
Check a counterparty's revenue statement against expected amountsCarrier commission statements are checked policy by policy against expected commission rates.Illustrative · not built yet
Check a new intake is complete and hand it onAn insurance application with blank or conflicting answers, before it goes to the underwriter.Illustrative · not built yet
Check a surplus lines placement file is completeSurplus lines placements carry their own licensing, diligent-search and tax-filing evidence.Illustrative · not built yet
Compare a proposed system with the work it must supportThe system is an insurance policy platform for an agency, carrier or managing general agent.Illustrative · not built yet
Compare an insurance renewal with the expiring policyInsurance policy wording, limits and premiums across renewal documents.Illustrative · not built yet
Draft a status update on a delayed order or caseExplains verified claim status and outstanding document requests and names the next contact.Illustrative · not built yet
Explain budget-versus-actual variancesAn insurance agency explains operating expenses by department alongside commission-driven revenue.Illustrative · not built yet
Hand over an account or piece of work to a new ownerLinks the client's policy inventory, open renewals and correspondence for the incoming account handler.Illustrative · not built yet
Handle a complaint or refund request under policyInsurance complaints are regulated, so the brief must stand as a record for the regulator and route to the licensed person.Illustrative · not built yet
Show all 26 workflows
Match customer receipts and list the receivable exceptionsPremium receipts are matched to policies and installments.Illustrative · not built yet
Plan a new employee's onboardingAccount assistants learn service routes and authority limits before handling a case alone.Illustrative · not built yet
Prepare a brief before a key customer or partner conversationA producer recovering a client's priorities and earlier commitments from scattered records before a review.Illustrative · not built yet
Prepare the recurring period report or scorecardExplains weekly premium and policy-count movement, split into new business and renewals and compared by branch.Illustrative · not built yet
Prepare the rolling cash forecastPremiums collected are partly owed to carriers, so remittances are separated from the agency's own cash.Illustrative · not built yet
Profile a data extract before relying on itWorks on policy exports with duplicate transactions and mixed date formats, and also proposes a clean extract linked back to the unchanged source rows.Illustrative · not built yet
Resolve record-to-team mapping in reportingMaps policies to producers and branches for book-of-business reporting.Illustrative · not built yet
Review records retention exceptions due for a decisionThe records are policy files, and disputes or claims can justify keeping them past the schedule.Illustrative · not built yet
Review the renewal calendarPolicy renewals held up by outstanding client documents, tracked by expiring policy reference.Illustrative · not built yet
Review upcoming renewal and notice datesThe contracts are agency management and rating systems that the whole agency runs on.Illustrative · not built yet
Run the employee offboarding checklistA departing producer or account handler also leaves client accounts and shared-service ownership that need an authorized reassignment.Illustrative · not built yet
Summarise a long correspondence file before replyingReads carrier letters and forwarded replies on a policy file.Illustrative · not built yet
Triage and route incoming support requestsA shared service inbox of forwarded client threads, where each request is routed to an account handler with its deadline.Illustrative · not built yet
Turn a resolved case or repeated question into a help articleWhat clients should gather for a policy review or service request, with product statements checked by specialists.Illustrative · not built yet
Workflow templates
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