Insurance Regulatory Filing Agent
Tracks the filings each regulator requires and prepares compliant submissions on time.
The challenge
Each case needs someone to gather the evidence, check it against the rules and decide. Simple cases wait in the same queue as difficult ones.
How it works
- 1A case arrives.
- 2The agent gathers the evidence and the rules that apply.
- 3It assesses the case and recommends a decision, with its reasons.
- 4Simple, low-risk cases within your limits go ahead.
- 5Everything else goes to your approver with the evidence laid out.
- 6The decision and the reasons are recorded in your system.
Your people stay in control
You set the limits. Only simple, low-risk cases inside those limits go ahead automatically. Everything else is decided by your approver.
Systems we work with in Insurance
- Policy administration
- Claims management
- Rating engines
- Broker portals and bordereaux
- Third-party data such as weather, vehicle and property
How we measure success
- How often the agent agrees with your experts
- How many cases are cleared without waiting
- How quickly decisions are made
Kind of work
Decisions and approvals. The agent gathers the evidence, recommends a decision, and passes anything that is not simple to a person.
More in Insurance
Commercial Underwriting Submission AgentReads applications for business insurance, extracts the details, checks them against what you will insure and prepares the file for the underwriter.Medical Bill Review AgentReviews medical bills on injury claims for correct pricing, signs of fraud and appropriate treatment.Property Damage Estimating AgentAssesses photos and video of damage, drafts the scope of repair and routes complex losses to an adjuster.Broker Submission Triage AgentReads broker emails and attachments as they land, scores appetite fit and puts the best risks in front of underwriters first.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.