Reimagine FNOL, submission triage, renewals, and claims.
Three patterns. One operating discipline.
FNOL triage
Responsibilities to review
- Read the inbound email or call transcript
- Cross-reference policy data
- Draft severity and routing
- Pre-fill the claim file, review and approve
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI cowork layer reads the inbound email or call transcript, cross-references policy data, drafts severity and routing, pre-fills the claim file in your PAS. Human reviews and approves.
Submission triage
Responsibilities to review
- Read the submission email, ACORD app, loss runs, financials
- Run appetite match against published guidelines
- Draft the missing-info email to the broker
- Route to the underwriter with a pre-filled summary
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI reads the submission email, ACORD app, loss runs, financials. Runs appetite match against your published guidelines. Drafts the missing-info email to the broker, or routes to the underwriter with a pre-filled summary.
Renewal and policy ops
Responsibilities to review
- Screen clean pass-through renewals
- Assemble context and loss-run summary
- Pull CLUE/MVR and attach
- Draft re-rating reasoning for the flagged case
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI auto-processes clean pass-through renewals. Flags the rest for human review with context, loss-run summary, CLUE/MVR pulls, and re-rating reasoning. Policy ops rep stays on judgment work.
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 insurance 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 carriers
Co-sponsored model. Functional head (Head of Claims, CUO, VP Ops) plus your transformation office in the room together. The 6 to 8 week AI Bootcamp prepares people for agreed workflow responsibilities through simulations and assessments. Then the Transformation Engagement scales it across the operating model.
Want a carrier-specific walkthrough?
20 minutes. We pull your top three task patterns from the dataset and show you the redesign live, with your role mix.
Book a time