For Insurance · Brokers · Underwriters · Claims
AI for brokers, underwriters, claims teams, and MGAs. Claims triage, renewals operations, underwriting assist, policy comms. Built to APRA / FMA / RBNZ standards with full audit trails and data residency.
Insurance Pain Points
What We Build For Insurance
AI agent reads inbound claim emails / web forms / calls, extracts data, opens the file in your system, classifies urgency, drafts the first response.
Pulls submission data from emails and PDFs, enriches from external sources, applies your firm's rules, drafts a brief for the underwriter.
Triggers renewal sequence at the right interval, drafts personalised comms, surfaces client risk changes, books renewal calls.
AI drafter trained on your standard wordings. Flags any non-standard clause for human review. Faster turnaround, fewer slips.
Got a specific insurance workflow? Tell us →
Compliance & Audit
Every AI decision logged with full audit trail. PII handling per APRA, FMA, RBNZ, New Zealand Privacy Act, AU Privacy Act expectations. AU + New Zealand data residency available (AWS Sydney, Azure Australia East). We sign DPAs. We never use customer data to train models. Human-in-the-loop on every decision that affects a policyholder.
Insurance Tools We Integrate
Sunrise, Insight, WinBEAT, ImmiAccount, INSIGHT, JMD, Salesforce Financial Services Cloud, Microsoft Dynamics, custom policy admin systems. Document tooling: DocuSign, Adobe Sign, FuseSign. CRM: HubSpot, Salesforce, custom.
Map your highest-friction processes with us. Compliance-aware, audit-ready, no pitch.