INSURANCE AGENTS · POLICY FILE INTEGRITY
HOW IT WORKS
01
Start from the prebuilt agent
It already knows submissions, ACORD forms, loss runs, endorsements, filings, reserves and claim files, and the checks your teams run on them.
02
Configure it to your tools, systems and parameters
We connect Guidewire, your document store, the broker inbox, ISO ClaimSearch and filings, and load your appetite, authority levels and approval chain.
03
Release it into the work
It starts on live work. Our platform checks every draft against its source and stops where a licensed person must approve.
04
It works like a trained member of your team
Work arrives ranked and drafted, source cited. Underwriters, compliance and adjusters sign, and nothing binds, pays or files without sign-off.
OUR PLATFORM
Your appetite, authority levels, audit standard and approval chain, plus what your underwriters and adjusters know, written down as the playbook the agent follows.
Every tool connected where it sits, one account per insured, and every figure traced to the document, page and line it came from.
Every draft is checked against its source and your rules, and the agent stops where a licensed person has to approve.
It sees only what the person it works for can see, and every step is logged.
THE SYSTEMS IT READS
PolicyCenter, ClaimCenter and BillingCenter
Scanned policy files, endorsements, correspondence
Submissions arriving as email with attachments
Standardised applications and supplements
Prior carrier history, usually as a scan
Industry claim history and match results
Firmographics, credit and sanctions screening
Fault, causation and treatment evidence
What was found and agreed
Rate and form filings by line and state
Signed applications and endorsements
In-house systems, mainframe extracts, flat files
FAQ
Any field where the systems of record disagree, or a document never linked to its policy: mismatched limits, drifting effective dates, superseded forms, unindexed endorsements.
No. It comes prebuilt for policy file audit, and we configure it to your policy administration system, document store, state filings and any endorsement log.
A remediation queue ranked by exposure, with both conflicting records attached so a reviewer sees which one governs. Generally the signed document does.
RELATED READING
Your systems, your documents, and what your people have been carrying around in their heads. Thirty minutes to see what an AI brain could look like in your company.
Book a strategy call
Real estate
© 2026 OutcomeCatalyst