Submission intake doesn't scale.
Broker submissions arrive as PDFs, emails, and spreadsheets in every format. Your team rekeys data instead of underwriting.
AI for insurance operations teams.
From submission intake to claims triage — we clean your policy and claims data and automate the workflows that consume your team. Built for brokerages, MGAs, and underwriters that need AI to handle volume without sacrificing accuracy.
The compliance work that shouldn't take this long.
Claims triage is reactive.
First Notice of Loss data sits in queues. Manual prioritization means urgent claims wait behind routine ones.
Policy data is fragmented.
AMS, carrier portals, and broker emails don't talk to each other. Cross-sell, renewal, and loss-ratio analysis is a monthly rebuild.
Three things that make AI actually work in legal operations.
Data Foundation
We consolidate submission data, policy records, claims feeds, and carrier portals into a structured, queryable dataset. The unglamorous foundation everything else depends on.
Workflow Automation
Automated submission intake and classification, FNOL triage, policy comparison, and renewal workflows. Built around your book, not on top of generic insurance tools.
Managed AI Operations
We maintain accuracy as carrier appetites shift and your book grows. New workflows added quarterly. Audit logs throughout.
Three calls. No procurement theater.
Discovery call (30 min)
We learn your compliance workflow and identify where AI actually helps — and where it doesn't.
Scoping call (60 min)
We come back with a fixed-price proposal, clear deliverables, and a validation plan.
Build and handover
Working automation, full documentation, validation evidence. You own everything.
How we helped a commercial brokerage cut submission intake from 25 minutes to under 3.
[Client] receives 400+ broker submissions per month across email and broker portals. Each submission required manual data entry into their AMS — 20-25 minutes per submission, often with errors.
We built an intake workflow that extracts structured data from submission PDFs and emails, validates against carrier appetites, and writes directly to the AMS. The team now reviews extractions instead of rekeying. Average intake time dropped to under 3 minutes. Submission accuracy improved.
Questions insurance ops teams ask us.
Will this work with our AMS?
We integrate with Applied Epic, AMS360, EZLynx, and most modern agency management systems.
What about carrier APIs?
We work with what's available — direct APIs where they exist, portal scraping where they don't.
Is our data safe?
We work within your infrastructure. We sign confidentiality and data processing agreements before discovery.
What about E&O exposure?
Every workflow includes audit logging, confidence scoring, and human review for consequential decisions. We'll walk through the risk framework in scoping.
Are we too small for this?
If you write more than 200 policies a year and submission or claims volume is hurting, the math usually works.
What we won't do.
We won't sell you AI you don't need. If your problem is a process problem, we'll tell you. If your data is too thin to train on, we'll tell you. We make money when we build things that work — not when we sell things that don't.
Find out if we can help.
A 30-minute call. No pitch deck. We'll tell you whether your problem is worth solving with AI — and whether we're the right team to solve it.