Insurance
Submissions, claims intake, and the paperwork in between
Insurance is dense with the exact shape of work that automates well: structured decisions buried in unstructured documents, high volume, and a hard audit requirement. We have worked in the sector and we would start with intake, because that is where the hours are.
- Shipped here
- Not yetcapability, not a claim
- Patterns ready
- 3
Straight answerWe have worked in this sector and do not yet have a case study here we can publish. What follows is where we would look first, not a claim about work delivered. Ask on the call and we will be specific.
Where the hours are
What we look at first.
Roughly in the order the answer turns out to be. The first is usually the cheapest and the fastest.
- 01
Submission and claims intake
Extract from the documents as they arrive, validate against the schema, and flag what is incomplete before an assessor opens it.
- 02
Policy document comparison
Diff wordings and schedules across versions and carriers, and surface what actually changed.
- 03
Renewal and lapse workflows
The recurring chase, assembled and sequenced, with the judgment calls escalated.
- 04
Audit trails by default
Every automated step logged with its inputs and its reasoning, because in this sector an unexplainable decision is worse than a slow one.
Built before
The second build costs less.
Deal Screen
Qualifies inbound opportunities before a human opens them
Parses the listing, offering memorandum or submission, runs your own arithmetic, ranks against your stated criteria, and filters out what never deserved attention.
Document Chase
Tracks what is missing and keeps asking
Knows which documents a file requires, notices what has not arrived, chases politely and repeatedly, and routes the complete file onward to whoever is waiting for it.
Reconciliation Sweep
Closes what matches, escalates only the exceptions
Cross-references statements, invoices or payroll data against the system of record, settles the clean matches, and routes only the discrepancies to a person.
We are generalists. This list is not a limit
- Coliving & propertyThe operating work between a booking and a move-out
- Real estate techDeal flow, portfolio reporting, and the admin around both
- Fintech & paymentsRegulated flows, where the automation has to be auditable
- Consumer techProduct surface, support volume, and growth plumbing
- Business opsThe work every company has and nobody owns
What does your team still do by hand?
Thirty minutes. No deck. Sometimes the answer is that you do not need us, and that is a short call.
Book thirty minutes3 engagements at a time