AI Automation & RPA for Insurance Agencies & Claims
Back-office work that finishes itself — the intake, the data entry, the follow-ups, the reconciliation. Shaped by the real problems in insurance agencies & claims.
In one line
AI Automation & RPA, shaped for Insurance Agencies & Claims
Most of the hours lost in insurance agencies & claims don't go to hard problems — they go to the same repetitive work, over and over. Submissions arrive as PDFs and get re-keyed by hand. Renewals get worked in date order, so remarketing candidates and cross-sell openings slip past. COIs, policy-checking, and FNOL intake all pile onto the same overworked CSRs. Every step is slow, inconsistent, and quietly builds E&O exposure. That's exactly the work automation is for: the intake, the rekeying, the chasing, the reconciliation that has to happen but doesn't need a person's brain every time.
For your sector the highest-value targets tend to be the processes that recur daily — submission intake & acord extraction and renewal-book mining. We automate them end to end, using RPA for the deterministic steps and AI for the steps that need to read a messy document or make a call, so the whole workflow runs rather than half of it.
A human stays in the loop where it counts: the system handles the confident cases and routes anything uncertain to a review queue, so exceptions get a person instead of a silent mistake. The whole workflow runs on your infrastructure and is handed over to you — no per-seat automation fees, no locked platform.
What we automate for insurance
Submissions arrive as PDFs and get re-keyed by hand. Renewals get worked in date order, so remarketing candidates and cross-sell openings slip past. COIs, policy-checking, and FNOL intake all pile onto the same overworked CSRs. Every step is slow, inconsistent, and quietly builds E&O exposure.
Submission intake & ACORD extraction
applications and loss runs read into your AMS and quoting prepped before a CSR touches the file
Renewal-book mining
remarketing candidates, coverage gaps, and cross-sell openings flagged across the whole book, not just what's due this week
FNOL triage & claims assembly
first notice of loss classified, routed to the right carrier or adjuster, and packaged with the supporting documents
Certificate
requests read, certificates generated against the actual policy, and queued for a quick human sign-off
Policy-checking
quote versus binder versus issued policy compared line by line to catch discrepancies before they turn into an E&O claim
Endorsement & commission reconciliation
endorsement requests processed and carrier statements matched to the commissions you were owed
This is for you if
- Your insurance team spends its day rekeying data between systems
- Documents and forms pile up waiting for manual handling
- You've outgrown Zapier/n8n and need real reading-and-judgment logic
- You want to handle more volume without growing headcount in step
What you get
- An end-to-end automated workflow for a high-volume insurance agencies & claims process
- RPA for the fixed steps, AI for the reading-and-judgment steps, in one system
- A human-in-the-loop review queue so submission intake & acord extraction exceptions get a person
- Integration with the tools you already run — not another disconnected dashboard
- The full workflow handed over — you own it, with no per-seat automation fees
However we build it, you own it
AI Automation & RPA for Insurance — answered
The high-volume, repetitive ones where the same steps happen over and over — in your operation, work like submission intake & acord extraction and renewal-book mining. We start by mapping where your team's hours actually go, then automate the process with the best ratio of hours saved to effort, so the first build pays for itself quickly.
For simple connector-to-connector tasks, an off-the-shelf tool may be all you need — and we'll say so. We build the layer above it: insurance agencies & claims processes that require reading unstructured documents, making judgment calls, or logic those tools can't express — on infrastructure you own, not a per-task subscription.
The system handles the confident cases automatically and routes anything uncertain to a human review queue, so a person sees the edge cases instead of the automation getting them silently wrong. You set the threshold, and widen what runs unattended as the system proves itself on your insurance data.
No. The system reads documents, preps quotes, flags gaps, and drafts certificates and responses — but a licensed producer or CSR always makes the coverage, binding, and underwriting call. It removes the keying and reading, not the judgment or the license behind it.
Yes — connecting to your AMS (AMS360, Applied Epic, HawkSoft, EZLynx and similar) and to carrier downloads is part of the build, so data lands in the right account and policy record instead of in another disconnected tool your team has to check.
AI Automation & RPA for Insurance. Let's scope it.
A short call, then a clear, agreed scope in writing. No obligation, and an honest no if it isn't a fit.