Work we usually map in Insurance
- Receive and check new submissions
- Gather missing information from brokers or clients
- Prepare quotes for underwriter review
- Process policy changes and endorsements
- Prepare renewals
- Hand claims details to the right team
Where work usually waits
- Submissions wait because information is missing.
- Files move between email, a portal and a shared drive.
- Renewal prep starts late because nobody owns the reminder.
Tasks AI can help with
- Check submissions for missing items and draft the request
- Summarize a file for the underwriter
- Prepare renewal packs for review
- Draft standard policy-change letters
These are examples. Your own list comes from your team's answers. A person stays in charge of each task and makes the judgment calls.
Questions we ask your team
- What does a complete submission look like?
- Where do files wait, and for whom?
- Which decisions need an underwriter or adjuster?
- Which letters and emails do you write again and again?
How the one-week map works
- Days 1 to 3: your team talks. Each person answers a few questions about their own work, on their phone or by typing. It takes about 20 minutes.
- Days 4 to 5: we map the work. Every task, who does it, how many hours it takes and where work waits. The people who do the work check it.
- Days 6 to 7: you pick what AI does. A ranked list of tasks AI can help with and the hours each one takes today. You choose. A person stays in charge of each one.
What you get on day 7
- One map of who does what in the department.
- A written card for each task: what starts it, the steps, who gets the result, how often it happens and how long it takes.
- The hand-offs where work waits.
- The tasks only one person knows.
- A ranked list of tasks AI can help with, each with a named owner.
Every number comes from your team's own answers. You keep the readout and the files.
Questions and answers
Can AI make underwriting decisions in this model?
No. AI prepares and summarizes. A licensed person makes each underwriting and claims decision.
Where should an insurance team start?
Submission intake to quote is a common start, because missing information and hand-offs slow it down.
Do you need policyholder data?
No. We map how the work is done from your team's description of their tasks.