Six weeks. One workflow. Every step approved.
A fixed engagement that takes one real workflow — FNOL intake, policy document routing, client inquiries, account summaries, or renewal scheduling — from a working pilot to a production system your agency trusts, because your staff approve every step it takes.
Book a scoping call → 30-minute call · no obligation- Engagement
- 6 weeks, fixed scope
- Starting point
- One workflow, real files
- Decision rights
- Stay with your staff
Where it fits
Claims sit in an inbox before anyone opens them. Documents get manually sorted into the right folder, queue, or account manager. The same coverage questions get typed out, word for word, a dozen times a day. None of it requires judgment — it requires someone to first do the reading. That's the layer this sprint targets, not the decisions above it.
Intake lag
First-notice-of-loss reports and new-policy requests sit unread while someone gets to them — and every hour adds to cycle time and client frustration.
Manual triage
Policies, declarations pages, endorsements, and correspondence still get read, tagged, and routed by hand before real work can start.
Repeated answers
Status updates and routine coverage questions consume CSR and account manager time that should go to the accounts that actually need it.
Entry points
Every sprint targets a single, bounded workflow — not the whole operation. Choose one of the five below to start; the agent drafts and prepares, a named person on your team reviews and releases.
Claims intake assistant
Reads incoming FNOL reports from email, portal, or phone-call notes. Extracts policy, loss, and party details into your agency management system's format, flags what's missing, and drafts an acknowledgment before it's forwarded to the carrier.
Account manager reviews the extracted data and draft acknowledgment before anything reaches the file or the client.
Document routing & triage
Classifies inbound documents — policies, declarations pages, endorsements, invoices, correspondence — and prepares each for the right queue with a short summary attached.
Routing suggestions land in a review queue; staff confirm the tag and destination before the document is filed.
Client inquiry handling
Drafts replies to common questions — claim status, coverage terms, billing, ID card requests — in your agency's voice, pulling from the actual policy file.
Every draft sits with the assigned staff member for edit-and-send. The agent never contacts a client directly.
Account & policy file summaries
Turns a long account file, policy history, or client thread into a structured brief — timeline, open items, key figures — ahead of a call or renewal review.
Summaries are reference material for the reviewing account manager or producer, linked back to the original file for verification.
Appointment & follow-up workflows
Proposes times for inspections, renewal reviews, or client meetings, drafts confirmations and reminders, and flags conflicts against existing calendars.
Staff confirm the time and send the invite. Nothing goes on a calendar or out the door unconfirmed.
How the sprint runs
Each phase ends with something your team can see and react to — not a slide deck.
Discovery & pilot build
We map the chosen workflow end to end, agree on exactly where a human must approve, and build a working pilot against real or de-identified files.
- Workflow map
- Approval-gate design
- Working pilot
Validation alongside your staff
The pilot runs next to the people doing the work today. We tune accuracy against their corrections, set escalation and confidence rules, and measure time actually saved.
- Shadow-mode testing
- Escalation rules
- Accuracy & time-saved report
Production hardening
Error handling, logging, access control, and an audit trail get built in. Your team is trained on the review interface and owns the runbook on day one.
- Audit trail & logging
- Access controls
- Staff training & runbook
The agent prepares. Your people decide.
This is the part we don't compromise on — for an insurance agency, the review step is the point, not friction to engineer away.
ONLY
Draft, not dispatch
Every output — an extracted field, a routed document, a reply, a summary, a proposed time — is a recommendation waiting for a named person to accept, edit, or reject it.
DEFINED
Named approval gates
We define, in writing, exactly which actions require sign-off: any external message, any update to a system of record, any change in claim or policy status, any confirmed appointment.
KEPT
Full audit trail
Every input, every draft, and every human decision on it is logged — who saw it, what changed, and when it was approved or sent back.
ON DOUBT
Confidence-based routing
Low-confidence or unusual cases skip the shortcut entirely and go straight to a person, with a note explaining why the agent flagged it.
No autonomous claims decisions. No auto-adjudication. No auto-denial. No message leaves your agency and no system of record changes without a person choosing to let it.
What you walk away with
- A working agent for the one workflow you chose, running on your real document and data formats.
- A review-and-approval step built on the tools your staff already use — inbox, portal, or agency system, not a new platform to learn.
- Access controls matched to your existing staff permissions.
- Written escalation and confidence-threshold rules, agreed with the team who owns the workflow.
- Audit-trail and logging giving your compliance team real records to review — retention periods and framework-specific requirements confirmed with your compliance officer, not us.
- An accuracy and time-saved report from the validation phase, so you know what the agent actually catches and misses.
- Documentation and a runbook your team owns after we leave.
- 30 days of post-launch support to tune against real production volume.
Before you book the call
Does the agent ever make a decision on its own?
No. It prepares, drafts, extracts, and flags. A person on your team approves anything that leaves the agency, touches a system of record, or changes a claim or policy's status.
What does "production-ready" mean here?
Logging and audit trail in place, access controls matched to your existing permissions, error handling for the messy real-world cases the pilot didn't see, and your staff trained on it — not a demo that only works on clean examples.
What data do you need from us?
A representative sample of the workflow's real inputs, de-identified per your compliance team's guidance. We scope exact access, handling, and retention with you before anything is shared.
What if our agency management system doesn't have an API?
We confirm what your AMS actually supports — API access, structured exports, or neither — on the scoping call, before the sprint starts. If direct integration isn't available, we scope the pilot around file exports instead. The six-week timeline is a commitment we make once that's confirmed, not a guess made before we've looked.
What happens after the 30 days?
You own the runbook and can run it as-is, bring it in-house, or move to the monthly care plan while we scope the next workflow.
Is this legal or regulatory advice?
No. This sprint builds workflow tooling and controls — it is not a compliance sign-off. Confirm fit with your compliance officer, E&O carrier, and state DOI requirements before relying on it for regulatory purposes.
Bring one workflow. Leave with a system your team trusts.
A 30-minute call is enough to tell whether your claims intake, document queue, or client-inquiry backlog is a good fit for a six-week sprint.