📘 InsureAI - Frequently asked Questions - FAQ

InsureAI is a cloud‑native, AI‑driven data and workflow platform built for MGAs, Coverholders and run‑off specialists. It creates a single data spine for policies, claims, underwriting and bordereaux, and uses AI to automate high‑friction tasks like intake, cleansing, validation, triage and reporting.
The result: cleaner data, faster decisions, less manual work, and a modern operating model.

MGAs and Coverholders building a modern, digital operating model

Run‑off specialists needing unified MI, bordereaux, and claims intelligence

Carriers managing delegated authority portfolios needing consistent, clean data

A 30–60 min discovery call to understand your operation, data challenges, regulatory context, and priorities.
Afterwards, you receive:

· A summary of your challenges, and we have heard

· A value hypothesis showing where automation and AI can make an impact

· A recommendation on whether to move into Discovery & POC

We look for:

· A meaningful delegated authority or run‑off portfolio

· Willingness to standardise data & workflows over time

· Openness to cloud & AI

· Senior sponsorship

If these are present, a POC will make sense.

A 2–4 week engagement delivering:

· Current‑state process & systems mapping

· Identification of high‑impact POC processes

· Data quality assessment

· Clear POC scope, outcomes & success criteria Outputs:

· As‑Is / To‑Be map

· POC Scope & Success Criteria

· Draft SOW

· Access for short workshops

· Sample data (policy, claims, bordereaux)

· Read‑only access to key reports

· One nominated internal lead

To prove InsureAI delivers value using your real data across defined processes, such as:

· Bordereaux automation

· Claims or submission triage

· MI and reporting

· Run‑off data unification

A POC delivers a working slice of InsureAI built around the chosen processes:

· Data unified into the InsureAI DataSpine

· Automated data cleaning & mapping

· Three live workflows are configured and functioning

· Clear MI dashboards and reports

· A working demonstration, tested with real users

· A recommended path if all success criteria are met

You receive a functioning pilot.

In short, you walk away with a functioning, real‑data pilot showing automation, cleaner data, and faster decision-making across processes

Success is measured against pre-agreed criteria for the three processes, including:

· Reduced manual effort per process

· Higher data quality and fewer validation errors

· Consistent MI that answers previously hard questions

· Operational improvements in speed, visibility, and control

· Positive user validation

· A clear case to scale

In short: success = meeting the outcomes we agree together upfront for the in‑scope processes — with measurable improvements you can see immediately.

The POC is hosted in our secure, cloud‑native environment on AWS, aligned with our primary engineering and security standards, and is in fully isolated, secure environments for your data.

We move into Solution build that extends the POC into a production‑ready platform:

· Expanded unified data model & pipelines

· Additional data sources (brokers, TPAs, carriers, legacy systems, APIs)

· Deployment of live workflows for real users

· User onboarding & training

· Support, monitoring & SLAs

This becomes your live InsureAI platform, ready to scale.

Yes — InsureAI replaces legacy systems with a modern, cloud‑native platform, but not through a risky big‑bang migration.
We integrate first, stabilise workflows, then progressively transition processes into InsureAI as value is proven.
You get the benefits of automation and efficiency as quickly as possible, with minimal disruption.

InsureAI becomes your future operating platform — built cloud‑native, scalable, and ready to grow — while your legacy systems are decommissioned at a pace that protects the business.

InsureAI — we do the heavy lifting:

· Build & configure all data models, pipelines, workflows & dashboards

· Manage AWS/Cloud Infrastructure

· Handle engineering, architecture, PM, QA

· Clean, map & unify data

· Deliver MI, workflows & automation

· Train users & provide support

Client — minimal effort required:

· Provide data access

· Nominate process owners

· Join short feedback sessions

· Approve priorities

You focus on running your business — we build the platform.

You focus on your business.

We build, run, and deliver the POC end‑to‑end 

· Clear scope agreed upfront

· InsureAI manages all complexity internally

· Lightweight change requests only when you want to add more

· You stay informed without being pulled into admin or rework

Outcome: predictable delivery, no surprises, no heavy client involvement

· Encryption in transit & at rest

· Network segregation & RBAC

· Monitoring, logging & backups

· Hosted in AWS Cloud regions aligned to regulatory requirements

Yes — InsureAI’s unified data spine supports:

· Risk, premium & claims bordereaux

· Managing agent & carrier reporting

· Strong audit trails and workflow visibility

· Discovery / POC / MVP: fixed or T&M project fees

· Platform licence: based on volume, users, or modules

· Optional managed service: ongoing data/AI/ops support

· Flexible pricing for new MGAs

· First‑line support & incident management

· Monitoring & alerts

· Regular service reviews & platform MI

· Enhancement roadmap

· Coordination with brokers, TPAs & carriers

InsureAI offers:

• Continuous enhancements with new features, capabilities, and optimisations
• Regular updates to AI models and workflows to keep pace with regulatory, underwriting, and market changes
• Optional modules that can be switched on as your MGA or Coverholder expands or diversifies
• Tailored configuration aligned to your underwriting appetite, processes, lines of business, and risk models

MGA operates differently; InsureAI is built to fit your business, not force you into a predefined structure.
It grows with you — from initial deployment to scaling your portfolio, lines of business, and automation maturity.

1. Intro call

2. Discovery 

3. POC focusing on some high‑value processes

4  Deployment into your operation

Fast, low risk, and tightly outcome‑focused.