Reimagine submissions, remarketing, and claims advocacy.
Three patterns. One operating discipline.
Illustrative preparation scenarios, not deployed workflows. Name the human owner, check source evidence, and agree escalation and sign-off before using AI outputs in your operations.
Submission to carriers
Responsibilities to review
- Read the client submission, ACORD app, loss runs, financials
- Run appetite match against the carrier guideline library
- Draft each per-carrier submission email pre-filled
- Review and send
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
In an agreed practice scenario, AI can summarize a client submission and draft carrier emails using approved tools. The placement specialist checks the draft against the client's ACORD application, loss runs, financials and current carrier guidelines. Missing evidence or an uncertain appetite match is escalated to the responsible placement owner. The specialist signs off on the submission before sending it to a carrier.
Renewal remarketing
Responsibilities to review
- Pull expiring policy, claims experience, market changes
- Draft the carrier remarketing package
- Build the apples-to-apples comparison grid
- Review and adjust
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
In an agreed practice scenario, AI can draft a remarketing package and comparison grid using approved tools. The renewal specialist checks the expiring policy, claims evidence and carrier quotations, including limits, exclusions and deductibles. Coverage gaps or conflicting terms are escalated to the accountable broker, who signs off on the comparison and proposed recommendation before it is shared with the client.
Claims advocacy
Responsibilities to review
- Read the carrier reserve or coverage notice
- Pull the relevant policy language
- Draft the advocate's pushback memo
- Review and coordinate cross-carrier disputes
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
In an agreed practice scenario, AI can draft an advocacy memo using approved tools. The claims advocate checks every proposed finding against the carrier notice, policy wording and claim record. Unsupported findings return for correction; disputed coverage or legal questions are escalated to the authorized claims or legal reviewer. The responsible advocate obtains sign-off before communicating the position or coordinating a cross-carrier dispute.
Prepare your workforce for the redesigned work.
Your workforce brings people and AI agents together. Workflows define how they share the work. Define what agents do, who reviews their output, and when they hand work back. Use Task Intelligence to understand the tasks within each step, then prepare your people to build and run the new version through simulations, hands-on projects and skill validation. Revisit affected responsibilities and readiness when the work changes.
Task evidence within brokerage workflows
These research inputs include vendor and source-reported software capabilities, product features and descriptions of work. The stored classifications in this selection contain 464 source examples for AI support and 332 for automation. They are not validated workflow outcomes or proof of agent performance. Task Intelligence helps examine the work in context; review each example against your responsibilities, controls and exceptions before using it in a redesign. The first 5 AI-support examples are below.
332 source examples classified for automation›
How we work with brokers
Name a practice owner, such as the SVP Placement, EB practice head or Head of Claims Advocacy, alongside your COO or transformation office. Scope the 6 to 8 week AI Bootcamp around one practice, approved tools and agreed assessment criteria. Your organization owns source-evidence review, escalation rules and operational sign-off. Any expansion, system integration, rollout or continuing support is separately agreed.
Want a brokerage-specific walkthrough?
Review relevant task evidence and illustrative placement and advocacy responsibilities for your practice mix. Discuss the tools, source checks and approval rules your preparation would need.
Book a time