Workflow Automation

Automate Insurance Workflows Without Buying Software

We build custom AI solutions for underwriting, claims, and compliance—delivered in weeks, not months.

Industry Context

Insurance workflows are slowed by manual processes, regulatory complexity, and legacy systems. Rising claim volumes, stricter compliance requirements, and pressure to cut costs make automation urgent. Most off-the-shelf tools fail because they don't fit your specific workflows, systems, or state-by-state regulations. Custom-built systems are often too slow and expensive -- taking months to deploy and needing constant IT support.

By the Numbers

30%

of claims processing time is manual rework

McKinsey Insurance Operations, 2024

60%

of routine underwriting tasks automatable

Accenture Insurance Report, 2025

$4.4B

industry savings from workflow automation by 2027

Gartner InsurTech Forecast, 2024

The Problem

What you're dealing with

Underwriters manually rekeying data from PDF applications into multiple systems, causing delays and errors

Claims adjusters juggling emails, phone calls, and fragmented systems to process a single claim

Compliance teams manually tracking regulatory changes across states and updating procedures

New business onboarding stuck in back-and-forth emails between agents and internal teams

Audit prep that takes days of manual document gathering and validation

The Solution

How it works

We start by mapping your actual processes -- not the documented ones -- using AI-driven interviews with your team. This uncovers bottlenecks, exceptions, and system dependencies that generic tools miss. We then design an AI system built for your workflows, connected to your existing systems like policy admin platforms, CRM, and document repositories. Using our platform, we build and deploy in weeks. You get a working system that handles data extraction, decision routing, and compliance checks -- all without adding SaaS subscriptions or burdening your IT team.

Arc

AI-driven process discovery and workflow mapping based on your team's actual operations

Wand

Custom AI model deployment and connection to your existing systems and data sources

In Practice

Before and after

Before

A new application arrives as a PDF email attachment. An underwriter manually reviews it, rekeys data into the policy admin system, checks external sources for risk scoring, and emails the agent for missing information. The process takes 3-5 days and usually requires follow-ups.

After

We built a custom AI system that reads PDF applications, extracts structured data, auto-populates the policy admin system, runs risk checks via connected APIs, and flags missing info for the agent -- all in under an hour. Underwriters now only handle exceptions.

1 AI parses application PDFs and extracts relevant fields
2 Data auto-populates into your policy admin system
3 Connected APIs perform real-time risk and compliance checks
4 System routes exceptions to underwriters with context
5 Agents receive automated status updates via email or portal

4 weeks

Average delivery time for initial workflow automation

Based on deployments for mid-sized P&C insurers automating underwriting or claims triage.

FAQ

Common questions

How do you integrate with our legacy systems?

We build connectors for your specific systems -- whether modern APIs or older mainframes. We've connected to Guidewire, Duck Creek, and custom in-house platforms.

What about data security and compliance?

We build systems that follow your existing security protocols and compliance frameworks (SOC 2, HIPAA, state regulations). All data processing happens in your environment unless you specify otherwise.

How long until we see results?

Most workflows are automated within 4-6 weeks from kickoff. We start with a pilot process to show value quickly.

What if our processes change?

We build systems that handle common variations and exceptions. For major changes, we provide retuning services -- but most clients find the system handles routine updates well.

How is this different from buying automation software?

We build something specific to your workflows, systems, and constraints. You get exactly what you need -- no paying for unused features or ongoing SaaS fees.