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Insurance back-office operations

The repetitive, cross-system work that keeps an insurance operation running - but consumes your team's time.

ERPPolicy admin systemClaims management systemEmailApproval tools
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How the workflow runs

5 steps
  1. 1

    Trigger

    Auto

    Onboarding request, KYC renewal, or endorsement need kicks off the workflow

  2. 2

    Collect & validate

    Auto

    Documents gathered, data validated across systems, records checked

  3. 3

    Create records

    Auto

    Appointments provisioned, records created, compliance status set across systems

  4. 4

    Human approval

    Human

    New vendors, producers, or endorsement changes signed off by a person

+ 1 more steps

4

Automated

1

Human review

5

Systems connected

The problem

Today this work is mostly manual. People move data between systems, chase approvals, and re-check things that should already be correct.

  • Vendor and broker onboarding that requires data entry into the ERP, the policy admin system, and an approval chain
  • KYC and compliance refresh on appointed producers - data scattered across systems, deadlines missed
  • Policy document assembly and endorsement processing - manual work that follows clear rules
  • Reporting that requires pulling data from the claims system, policy admin, and ERP into one spreadsheet

What we automate

The workflow handles the repetitive parts inside the systems you already use. No new tools to learn, no data to re-key.

  • Vendor and broker onboarding - collect documents, validate data, create records, route appointments
  • KYC and compliance refresh - track renewal dates, pull data, flag expired appointments
  • Policy document processing - assemble endorsements, validate data, route for signature
  • Report generation - pull data from claims, policy admin, and ERP, compile it into the format you need

Before and after

Before
  • Vendor and broker onboarding that requires data entry into the ERP, the policy admin system, and an approval chain
  • KYC and compliance refresh on appointed producers - data scattered across systems, deadlines missed
  • Policy document assembly and endorsement processing - manual work that follows clear rules
  • Reporting that requires pulling data from the claims system, policy admin, and ERP into one spreadsheet
After
  • Onboarding cycles shortened - what took days now takes hours
  • Compliance deadlines caught earlier - before an appointment lapses
  • Reporting done in minutes - no more manual data pulls from five systems
  • Your back-office team has more time for exceptions, not routine processing

Where humans stay in the loop

Automation handles the repetitive work. Your people handle the decisions that matter. The line is agreed and signed before launch.

  • Approval of new vendors or appointed producers - a person signs off before anything is created
  • Compliance exceptions - any appointment with a flag goes through your existing review chain
  • Endorsement sign-off - anything affecting coverage terms confirmed by a person
  • Exceptions - anything the workflow has not seen before goes to a person