automation services for:insurance

Automation for the work that underwriters and adjusters still do by hand.

FNOL intake, underwriting data prep, policy admin, claims triage, subrogation, premium audit. We've shipped automation for P&C carriers, MGAs, brokers, and TPAs — with audit trails, SOC 2 controls, and regulatory reporting treated as table stakes.

Book a discovery call → See insurance case studies
auto-FNOL
88%
First-notice intakes auto-completed across active carriers.
cycle time
-58%
Drop in claims-acknowledgement cycle time at one TPA.
avg. ROI
28d
Time to recover engagement cost in production.
audit trail
100%
Every action logged with user, time, payload, and effect.
processes we ship

The eight workflows we automate most often.

Each of these is in production at one or more carriers, MGAs, or TPAs today. Volumes, exception thresholds, and SLAs are tuned per engagement.

01 / process

FNOL intake

Email, web-form, portal, and phone intakes converted to structured FNOLs in the claims system. Document AI on photos, statements, and police reports.

88%
auto-intake
12min
avg ack
02 / process

Underwriting data prep

Submission packet extraction, third-party data pulls (loss runs, MVRs, financials), and rater pre-fill so underwriters open clean files.

-67%
analyst time
+22%
submissions / UW
03 / process

Policy admin updates

Endorsements, rewrites, cancellations, and reinstatements across legacy PAS systems. Bots handle the click-work; agents handle exceptions.

-71%
handle time
0
missed SLAs
04 / process

Claims triage & assignment

Severity scoring, line-of-business routing, adjuster assignment, and reserve seeding based on FNOL content and historical patterns.

4min
avg routing
+18%
on-target reserves
05 / process

Subrogation identification

Loss-description analysis, third-party identification, and subrogation file creation with evidence packets pre-assembled.

+24%
recovery
-58%
cycle time
06 / process

Premium audit

Workers comp and GL audit data collection, exposure verification, and audit packet assembly across the policy book.

+12%
audited premium
-40%
cycle time
07 / process

Compliance reporting

NAIC, state-DOI filings, and stat-reporting data assembly, validation, and submission packets generated on schedule.

100%
on-time
0
manual fixes
08 / process

Broker submission triage

Inbox-driven submission classification, appetite filtering, and routing to the right UW unit. Agentic AI handles the judgment calls.

71%
auto-classified
+18%
response rate
delivery

From intake to production in 6–10 weeks.

our insurance stack

Tools we reach for, in order.

01
UiPath (Official Partner)
Default for legacy PAS, broker portals, and any system without a usable API. Partner-tier licensing.
02
Document AI & OCR
ACORD forms, loss runs, police reports, medical bills — variable templates, structured outputs.
03
Agentic AI & LLMs
Submission triage, claim narrative drafting, exception handling. Always with audit logging.
04
Custom integrations
Guidewire, Duck Creek, Sapiens, plus rater APIs and reinsurance data feeds.
05
Plain Python & SQL
Sometimes the right answer is a scheduled ETL and a stored proc. We say so — and we build it.
compliance & security

Insurance-grade by default.

S
SOC 2 Type II ready stack
Logging, access controls, and segregation of duties from day one.
A
Full audit trail
Every bot action logged with user, time, payload, and downstream effect.
E
Encryption in transit & at rest
TLS 1.3, AES-256, key rotation across all integration points.
P
PII / PHI handling
Minimum-necessary principle. PHI workflows reviewed against HIPAA where applicable.
R
Role-based access
Bots get only the credentials and surfaces a process actually needs.
insurance ops

Which queue is piling up today?

30 minutes with a senior engineer. We'll know whether RPA, an agent, or a Guidewire/Duck Creek extension is the right answer.

response timeSame business day
first callFree · 30 minutes
typical project$16k – $30k USD