Claims intake and triage
Extracting structured data from submitted documents and routing by severity is mechanical. Adjusters should receive prepared claims, not raw ones.
Insurance is document-heavy and rules-heavy, which is the most automatable combination there is. The constraint is usually the legacy policy system, not the process itself.

Where to start
Not everything should be automated. These are the processes in insurance where the return is clearest and the risk is lowest, and the ones we would plan first.
Extracting structured data from submitted documents and routing by severity is mechanical. Adjusters should receive prepared claims, not raw ones.
Underwriters spend a surprising share of their time gathering inputs rather than pricing risk. Assembly is exactly what automation is for.
Renewal notices, document requests, and status updates are high-volume and low-judgment, and they are usually where service complaints originate.
Is this you?
If you recognize your own operation here, a consult will be worth your money. If none of it lands, we will tell you that too.
A paid working session on the single process costing you the most. You leave with an implementation plan: what to automate, in what order, and what it costs to build. Your developers build it, or a partner does.
Book a consultRelated thinking
Our latest work on the insurance sector.