Worked example
An agent that drafts to your house style, every figure cited and audit-traceable — so skilled staff spend the day on the decision, not the write-up.
AI agents for the document load behind insurance work.
Educate, Build, Run — applied to the repetitive, review-heavy documentation that sits behind insurance and claims workflows.
This is one way in, not the whole list — we work in any industry where the workflow fits. Don't see yours? Book a scope call.
The workflows
Claims and policy correspondence · coverage and documentation summaries · structured intake of claim information · first-draft reports for human review. Judgement-bound — the assessor or officer decides; the agent drafts, cites, and hands off.
How Educate · Build · Run applies
Which one fits depends on where your problem sits — that’s what the matrix is for. See how it works →
Which way fits your firm
Which door depends on where your team is. Educate if people need to get confident directing AI; Build if you've a defined documentation workflow ready for an agent; Run if you want it operated with the audit trail kept for you. We frame yours on a scope call.
Illustrative — a representative problem and how we'd approach it, not a past client engagement.
Worked example
A claims-triage workflow, run as a managed service, that sorts inbound claims — so your team handles only the exceptions and the decisions.
The outcome we’d target
The outcome we'd target: skilled people's time off repetitive write-ups and onto the judgement calls — every AI-assisted output reviewable, citable, and logged for audit.
Context
Audit-trail and traceability expectations for regulated insurance work · Privacy Act readiness · AU data residency · architecture that can be assessed by your auditor.