AI Assisted Intake

Faster decisions, governed by design.

Proof of concept

Applying for life insurance can still take weeks of long forms, follow-up calls, medical records and waiting on both sides. AI Assisted Intake gives the applicant one guided path and the underwriter one complete case, ready for a decision.

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The challenge

Applications arrive incomplete, and the gaps are often found weeks later.

Underwriting teams spend their time chasing documents and reading records when they should be making decisions.

Every delay raises the risk that a good applicant walks away.

What it is

AI Assisted Intake joins the applicant and the insurer in a single AI-guided flow. The applicant answers once, in plain language, and the insurer receives a case in good order.

How it works

One question at a time.

Applicants move through each step in a conversational flow that feels like talking to a person.

Checked as they go.

Answers are checked against underwriting rules while the applicant is still there, so gaps are caught early.

AI agents read the records.

Behind the scenes, agents read the supporting records, pull out what matters and flag what's missing.

Underwriters decide.

Expert-approved rules and AI agents do the legwork, and underwriters get one complete case to decide on.

Why it matters

FOR COOs AND BUSINESS LEADERS
01
Shorter time from application to decision, and fewer abandoned applications.
02
A smoother applicant experience that reflects well on your brand.
FOR CIOs AND TECHNOLOGY LEADERS
01
Underwriting rules sit in an explicit, reviewable rules engine, separate from the AI agents.
02
AI agents run on a governed cloud AI platform, orchestrated through managed workflows.
Our accelerators
built in the lab.
Lab work, packaged to speed up delivery.

1/6

Let’s solve a
problem together.

Every accelerator on this page started as a problem we needed to solve. If you’re facing a similar one, we’ll show you the working version and help you judge whether it fits.

See it run

A live 30-minute walkthrough of any accelerator on synthetic data, with the engineers who built it.

Map it to your problem

A working session to match your use case to what the lab has proven, and to be clear about what it hasn’t.

Prove it on your terms

A time-boxed pilot in your environment, with the evidence trail your risk team will ask for.

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