Process Discovery

Stop Guessing How Your Insurance Processes Actually Work

We build custom AI systems that map, analyze, and automate your real workflows—not the ones on paper.

Industry Context

Insurance is full of manual, undocumented processes. Regulatory complexity, legacy systems, and distributed teams mean no two claims or underwriting workflows look the same. Experienced staff retire and take process knowledge with them. New hires get inconsistent guidance. Audits and compliance reviews turn into guessing games. Most insurers work from outdated process maps that don't reflect reality -- leading to errors, delays, and compliance risk.

By the Numbers

65%

of insurance processes have undocumented variations

Deloitte Insurance Ops, 2024

28%

of operating costs from process inefficiencies

McKinsey Insurance, 2024

faster process mapping with AI mining tools

Gartner Process Mining, 2025

The Problem

What you're dealing with

Claims examiners each handle FNOL differently, causing inconsistency in reserves and payments.

Underwriting referrals get stuck because nobody knows who owns which exception type.

Compliance audits take weeks because process documentation is outdated or missing.

New hires in policy servicing take months to ramp up due to unclear or contradictory procedures.

Reinsurance reporting delays because data lives in silos and handoffs aren't mapped.

The Solution

How it works

We start by interviewing your team -- using AI-driven sessions that capture how work actually gets done, not how it's supposed to happen. We analyze these conversations alongside your system logs and documents to build a true process map. Then we design a custom AI system that fits your workflows, systems, and constraints -- whether that's automating routine steps, guiding employees through complex cases, or flagging compliance gaps. We build and deploy using our platform, which lets us deliver a working system in weeks. You get something built for your operations that improves accuracy, speed, and consistency -- without buying software or changing your core systems.

Atlas

Captures and structures process data from interviews and system interactions.

Arc

Builds and deploys the custom AI workflow based on your mapped processes.

In Practice

Before and after

Before

A complex commercial claims file moves through 7 people across 3 departments. Each handler uses different tools and methods. Emails, sticky notes, and spreadsheets track progress. Details get missed, leading to reassignments and delays.

After

We built a custom AI assistant that guides handlers step-by-step, pre-fills data from core systems, routes exceptions automatically, and documents every action. Handlers now focus on judgment, not paperwork.

1 We interviewed claims handlers to understand real workflow variations.
2 Mapped all system touchpoints and handoff dependencies.
3 Built a rules-based assistant that connects to your existing claims software.
4 Trained the model on your historical data to suggest next steps and detect anomalies.
5 Deployed in 4 weeks with no disruption to daily operations.

4 weeks

to pilot delivery

For a mid-sized P&C insurer automating claims triage and assignment.

FAQ

Common questions

How do you handle our sensitive data?

We never store your data permanently. Everything runs in your controlled environment or under strict NDAs. We use anonymized or synthetic data for training where possible.

What if our processes change after you build the system?

The system is built to be adaptable. You can update rules and workflows yourself, or we provide lightweight support for major changes.

How is this different from buying a SaaS workflow tool?

SaaS tools force you to adapt to their logic. We build around your logic. You own the system, and it works with your existing tech stack -- no migration needed.

What if we have unique compliance requirements?

We bake your compliance rules directly into the workflow design. Every action is logged and auditable. We've built systems for SOC 2, HIPAA, and NAIC compliance.

How long until we see results?

We typically deliver a working pilot in 4 weeks. Full rollout depends on scope, but we focus on quick, measurable wins first.