Insurance

Write the business, not the documents.

Submissions read and entered before the underwriter opens the file. Endorsements and certificates filed on arrival. Premium payments matched by morning.

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Your book grows.
The hours grow faster.

01

Every submission starts the same way: someone gathers the documents, chases what is missing, and summarizes the file before an underwriter can even look at it.

02

Endorsements, certificates and audit requests move from the inbox to the policy system by hand, one field at a time. Every re-key can go wrong.

03

A claim file lands raw. Someone reads the first notice of loss, chases the missing documentation, and works out who handles it before the real work starts.

04

Premium billing has a long tail. The large accounts get a call, and the small balances sit on the ledger because nobody has the hours to chase them.

From submission to paid premiumwith the team you have today

AI agents that read the documents, prepare the files, and collect the premium, inside the policy and core systems you already run.

Submission Intake

ACORD forms and loss runs read from the broker's inbox.

Every field carries a confidence score and is checked against your records. Above the threshold you set, it is entered on the submission in your policy system. Below it, it stops for your team, source page and reasoning attached. Your underwriter opens a complete file and makes the call.

Nina

Nina · Order Intake

Submission intake · SUB-4471

1 field for review
Named insuredHarbor Logistics LLC · 0.99
Line of businessGeneral liability · 0.98
Loss runs3 years attached · 0.97
Building limitFor review · 0.71

Escalated with the reasoning attached

Policy Documents

Endorsements, certificates and policy documents filed without re-keying.

Policy number, coverage, effective dates, limits and named insureds are read off each document and compared with the policy on file. What agrees is filed to the policy record. What has no match reaches your servicing team. They work the exceptions, not the entries.

Nina · Order Intake47 docs todayFiled automatically
Nina

Nina · Order Intake

Policy document

Extracted
Policy numberPOL-44821
Coverage typeGeneral liability
Effective datesJan 1 – Dec 31, 2027
Limits$2M / $4M aggregate
Named insuredHarbor Logistics LLC

Nina is extracting fields · 47 documents today

Claims Support

Claims reach your adjusters as prepared files, not raw inboxes.

A first notice of loss lands by email, portal or fax. Whatever the claim requires and is missing gets requested. Routing follows your rules: claim type, territory, severity. The file and its summary sit on the claim record. Your adjuster decides. A claim that stalls reaches your team before the customer asks.

Ryan · Support12 claims todayRouted with the file
Ryan

Ryan · Support

Adjuster routing · CLM-2087

In progress

Routing by

Claim typeAuto · collision
TerritoryDallas, TX
SeverityModerate
MC

M. Cohen

Senior Adjuster · summary attached

Best match
Ryan is assigning the adjuster…Triage · 4 min
Premium Billing & Collections

Premium payments matched, and the small balances followed up.

Payments in any format are matched to the premium invoices they cover, partials and multi-policy included. Matches are applied to the open invoice. What stays open gets a reminder written to that insured's history, timed to their behavior. A changed payment pattern reaches your team with the reasoning.

Daniel

Daniel · Collections

Premium receivables

86 applied
Cranmore DentalPRM-8817 matched
Ashford MotorsPartial reconciled
Beacon Property Group14 days past terms

Daniel is following up on 6 accounts

The AI workforce behind your insurance business.

AI agents that work on top of the policy admin and core systems you already run and execute your daily operations end to end.

Watch a Tuesday run itself.

A submission extracted, a claim file ready to route, a payment pattern that changed. Complete files, with the one open field marked.

  4. Resolved today · 4
NinaOrder Intake15m ago

SUB-4471 arrived as an ACORD with three years of loss runs. Every field cleared your threshold except the building limit at 0.71 · I'd send it to underwriting with that one marked.

18 of 19 fields above your 0.90 threshold

The building limit reads 0.71 because the property schedule lists two values. Underwriting gets the complete file, with that field and the source page attached.

Supporting evidence

Your threshold0.90

Sample of 19 fields

Named insuredHarbor Logistics0.99
Policy periodOct 1 to Oct 10.98
Building limitTwo values on the schedule0.71
Loss runs3 years attached0.97
Fields extracted19Above threshold18For your review1
Send to underwritingAsk the brokerSnooze

Connected to everywhere work happens.

The agents run on top of the systems you already have.
No rip-and-replace.

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+ Any core system

What insurance teams ask before they start

How fast are we live?

You see it running on your own data within four weeks. One job first. Once it is doing the work, we add the next.

Do we need to change our systems?

No migration, and no new screen for your team. Blocks reads and writes in the policy admin and core systems you already run. The work moves. The tools stay.

How much control do we keep?

All of it. Track and review every action an agent takes, give feedback, redirect priorities. You decide which steps follow a fixed rule and which are left to judgment. You direct, they execute.

Who runs this once it is live?

We do. A named team builds it, watches it and improves it with you, so your team stays on the exceptions and the decisions. The platform is there when you want to build something new.

What if an agent gets something wrong?

You teach it, like a new employee, and it improves. Every action is logged: the document it read, the rule applied. Your team sees and corrects it the same day. Our experts are with you all the way.

What happens when an agent is not sure?

Every field carries a confidence score and you set the threshold. Above it, work proceeds. Below it, the agent stops and your team gets the document, the field and the reasoning. Nothing uncertain moves on its own.

Do the agents make underwriting or claims decisions?

Your underwriters and adjusters do. The agents assemble the submission, summarize the claim, match the premium and document each step. Every judgment stays with the people who hold it today.

Work with us

Your Dedicated Human Experts

Schedule a call

Dedicated ops support

A hands-on partner who maps your processes and gets you to deployment.

Customized system architecture

We design the exact system around your most ambitious workflows.

End-to-end implementation

From setup to go-live, we handle every step of the build.

ISO 27001SOC 2 Type IIGDPR

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.

Visit our trust center