Insurance

The AI operations layer for modern insurers

Claims processing, KYB verification, and policy administration. Done directly on your existing carrier portals, no API. Go live in days, audit-ready.

Outcomes you can defend

75%

Faster claims cycles

Remove the delay between steps, not just the work; automated intake and routing cuts average cycle time by 75%.

60%

Lower cost per claim

Eliminate manual touchpoints across claims processing and policy admin. More volume through the same team.

98%+

Extraction accuracy

AI extraction handles format variability and messy documents that rule-based RPA can't; with no template config.

2–4 wks

Time to value

Live without API access or an IT project. Works on your current systems from day one.

Trusted by

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Insurance workflows,
done end to end.

Claims processing

Extracts structured data from any claim document (PDF, email, or image), validates completeness, routes to the correct adjuster or system, and logs every step.

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KYB verification

Automates cross-portal lookups across government portals and third-party databases, compiles verification results, flags discrepancies, and produces structured verification records.

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Policy administration

Handles the full policy lifecycle: updates, endorsements, renewals, and cancellations. Runs across policy admin systems, generating confirmation docs and maintaining audit trails.

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Fraud detection

Cross-references claim data against historical records across full claim volumes, flags anomalies and duplicates for human review, and generates structured fraud-indicator reports.

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Loss run & certificate extraction

Extracts all key fields from any loss run or certificate format in seconds, feeding structured data directly into underwriting and quoting systems; no manual re-keying.

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Compliance & regulatory reporting

Compiles filing-ready data across systems, validates against NAIC and state requirements, and submits reports; generating audit-ready documentation on every submission.

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Enterprise-grade automation.

SOC 2 Type II, HIPAA, ISO 27001, GDPR. Audit trails, permissions, and monitoring: built in.

Audit-ready

Complete audit trails

Every action logged, timestamped, and exportable on demand for examiners and internal compliance reviews.

Access-controlled

Role-based access controls

Role-based controls ensure agents only touch systems they're authorized to use. Humans approve every sensitive action before it executes.

Regulation-safe

Humans always decide

Fraud flags, coverage decisions, and claim approvals always route to a human. Automat executes. Your underwriting team decides.

Start in weeks, not quarters.

No APIs, no IT project. Automat deploys and manages your agents end to end.

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vs. Legacy RPA

Self-healing agents, not brittle scripts. Fully managed. Live in 2–4 weeks instead of 3–6 months.

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vs. Manual processes

10× throughput, 80% lower cost, 24/7. Full-population coverage and a complete screen-recorded audit trail.

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vs. Point tools

One platform, intake to close. Not OCR vendors, doc tools, and LOS plugins stitched together.

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Traditional RPA isn't built
for modern insurers

Insurance ops teams are drowning in document-intensive workflows that fall between two broken options.

01

No usable API

Most carrier portals and state filing systems have no usable API. API-first vendors stall on arrival. Legacy bots break the moment a portal changes its layout.

02

Documents that break RPA

Claims arrive as PDFs, emails, and images in every format. Traditional RPA needs fixed templates; insurance documents are anything but fixed.

03

Manual doesn't scale

Manual review creates backlogs and only covers a sample of claims. CAT events and volume surges overwhelm teams instantly.

Questions? Answers.

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Can Automat automate insurance workflows without API access?

Yes. Agents operate your existing claims systems, carrier portals, and state filing systems through the UI, like a person; no API integration required.

How do you handle the 5% the AI gets wrong?

We don't promise 100% automation. Anything low-confidence, missing, or out-of-tolerance is flagged and routed to a person with full context. Every finding cites the exact document, page, and rule, and every action is screen-recorded and audit-logged.

Does it handle messy claims documents?

Yes. AI-powered extraction handles variable, non-standard, even handwritten documents at 98%+ accuracy, with no template configuration required.

Is it HIPAA-compliant and audit-ready?

SOC 2 Type II, ISO 27001, HIPAA, and GDPR, with complete audit trails on every run. NAIC and state-filing workflows are supported out of the box.

How long does it take to deploy?

Most teams are live in two to four weeks; no API access or IT project required.

How is Automat different from legacy RPA?

RPA replays brittle scripts that break when a portal changes layout and can't handle document variability. Automat's agents self-heal, handle unstructured documents at 98%+ accuracy, and are fully managed and accountable to the outcome.

Faster claims.
Lower costs.

Run insurance operations on your existing carrier systems and portals. No API. Live in weeks.