Insurance

Faster submissions, renewals and claims paperwork.

Policy and claims administration is data-heavy and rule-bound, which is why it shows some of the highest hand-off rates.

An insurance broker comparing two printed policy documents at his desk
Where AI is already used

Tasks in insurance that people already use AI for.

Research that matches real AI conversations to job tasks shows where AI is already used in each field. Each bar shows how often people asked AI to complete the task rather than working through it alongside AI.

  • Enter insurance and claims information into database systems86%
  • Process and submit forms, such as applications for coverage56%
  • Calculate the amount of a claim53%
  • Compose business correspondence45%
Person directed AI to complete the taskPerson worked through it with AI
Where we start

The deliverables we usually look at first.

We work alongside your account handlers, claims staff and brokers, and start where the work is frequent, rule-based and quick to check.

Submissions

Details extracted from applications and schedules into your format, checked against the source.

Renewals

Changes against the expiring policy listed for the broker to review.

Claims files

Claim calculations prepared and correspondence drafted for approval.

What stays with your people

Placement, negotiation, regulated advice and claims advocacy.

Your clients’ data

Policy and claims files contain personal data. Data rules are set to fit your regulatory obligations, and every extracted figure is checked against the source document.

Find out if your firm is eligible

A few questions about your firm and your work, and an evaluation based on research into how AI is used in your field.