Assemble your AI workforce
A staff, not a toolbox.
Pick a role, decide how many workers it needs, name who they report to. Each role ships with
the workflows an insurance operation already runs — and you can define your own.
Underwriting Assistant
Underwriting
Receives submissions, organizes documents, extracts and validates application data, identifies gaps,
applies underwriting rules, and prepares underwriter‑ready packages.
- Submission intake & triage
- Application data extraction
- Completeness review & follow‑up
- Guideline screening & risk scoring
- Exception escalation
Submission Coordinator
Submission
Coordinates submissions between brokers, MGAs, carriers and internal teams by packaging data, tracking
status and managing follow‑ups.
- Carrier submission preparation
- Carrier appetite matching
- Submission status tracking
- Broker / carrier follow‑up
- Declination handling
Prepares quote requests, retrieves carrier quotes, compares options against the existing policy and
summarizes a recommendation.
- Quote request preparation
- Carrier quote retrieval
- Quote comparison & summary
- Quote recommendation
- Declination tracking
Supports FNOL intake, claim document collection, coverage context review, claims triage and routing.
- FNOL processing
- Claim document collection
- Claim data extraction
- Coverage context review
- Claims triage & status communication
Policy Servicing Specialist
Servicing
Handles policy changes, endorsements, billing inquiries, document requests, servicing cases and policy
updates.
- Policy change requests
- Endorsement processing
- Billing inquiry handling
- Policy document requests
- Servicing case closure
Renewal Specialist
Renewals
Manages renewal reminders, exposure updates, change detection, quote comparisons, customer outreach and
renewal package preparation.
- Renewal reminders & follow‑up
- Exposure update collection
- Change detection
- Renewal quote comparison
- Renewal package preparation
Customer Service Representative
Service
Handles routine customer, broker, insured and policyholder interactions across voice, SMS, email and web.
- Customer / broker follow‑up
- Missing information collection
- KYC / contact verification
- Secure web‑form collection
- Status & decision communication