01
Submissions arrive in separate pieces
Calls, forms and documents must be linked to the correct customer, policy and case before a specialist can review them.
AI FOR InsuranceMove insurance work forward.
Move insurance work forward.
Give specialists better prepared cases.
AI implementation for insurance brokers, MGAs and third party claims administrators. Prepare submissions, renewals, servicing requests and claims with the records and checks each specialist needs.
Brokers · MGAs · third party claims administrators
2 to 4 weeksto a focused working proof
Senior engineeringresponsible for the implementation
Magus.INSURANCE SERVICE OPERATIONS
Insurance case preparation
ExampleClient requestPolicy recordsSupporting evidence
01
MatchClient, policy and service request
02
PrepareMissing facts and changed information
03
ReviewA sourced file for the specialist
Submissions, renewals and claims with the context attached.
Link the request to the right client and policy records.
WHERE THE WORK SLOWS DOWNWhere does the
Where does the
operation lose time?
Repeated checks, searches and handoffs take time from the work your team needs to move forward.
02
Renewal preparation consumes specialist time
The team gathers current records, identifies changes and follows up missing evidence before the renewal can be assessed.
03
Claims intake needs repeated clarification
Loss dates, reporting dates, supporting documents and possible duplicates must be checked without hiding conflicting facts.
04
Policy servicing creates repeated handoffs
Service requests need the correct policy version, supporting information and responsible owner before an authorised change can proceed.
WHAT WE CAN BUILDAI that earns its place
AI that earns its place
in your operation.
Reduce the administrative cost of each client file and give specialists more time for the submissions, renewals and claims that need their expertise.
01
Submission preparation
Organise broker submissions, supporting documents and missing information requests around the receiving team’s requirements.
BUSINESS GOAL
More complete files reaching the specialist with less preparation.
02
First Notice of Loss preparation
structure reported facts, match the policy and flag missing evidence or conflicting information.
BUSINESS GOAL
Less manual preparation before a handler can assess the case.
03
Claims research and routing
organise the sources and intake checks a qualified handler needs for the next decision.
BUSINESS GOAL
Fewer handoffs without the supporting evidence.
04
Renewal and policy servicing
compare document versions, changed exposures and outstanding information without making unreviewed advice decisions.
BUSINESS GOAL
Less document comparison before renewal or servicing review.
05
Client and policyholder servicing
Connect enquiries to the correct policy and case, prepare supported responses and keep specialist handoffs attached to the record.
BUSINESS GOAL
Faster routine service with fewer repeated requests for context.
MEASURING THE VALUEMake the business case
Make the business case
measurable.
Agree the baseline, then measure the change. These are measures for a first project, not claimed client results.
01
Preparation hours per case
02
Time to a review ready file
03
Rework and repeat information requests
We track accuracy, exceptions and review effort alongside speed, so work saved in one place does not become rework somewhere else.
ONE WORKFLOW, IN PRACTICE
FNOL intake that preserves facts, gaps and contradictions
- 01
What comes in
A loss notification arrives through calls, forms and supporting documents.
- 02
What the AI does
Match the policy, organise reported facts and flag missing information, conflicting dates or possible duplicates.
- 03
What your team receives
A structured first notice of loss file ready for the claims handler to review.
HUMAN REVIEW
Qualified handlers decide coverage, liability and settlement.
Illustrative workflow.
WHO WE WORK WITHDoes this sound
Does this sound
like your business?
We work with insurance service providers: brokers, MGAs and third party claims administrators. Your team coordinates client, policyholder and insurer records across submissions, renewals, servicing and claims; the implementation keeps that context with the work.
Scope follows the volume of recurring work, the number of systems involved and the decisions your team needs to make. A small central team can still run a complex operation.
01
Insurance brokers
Client records, renewal preparation, policy comparison and evidence gathering.
02
Managing general agents
Submission, underwriting support and policy administration work.
03
Third party claims administrators
Claims intake, supporting evidence, insurer queries and reporting across client accounts.
A PRACTICAL FIRST PROJECTOne workflow. Real data.
One workflow. Real data.
A working result.
01
Choose a workflow across submissions, policy servicing, renewal preparation or claims intake.
For FNOL, test reported facts, policy matching and missing evidence while keeping coverage decisions with qualified handlers.
02
A focused proof of concept ships in 2 to 4 weeks.
The result shapes the production scope, with the access, integrations and operational support needed for daily use.
A QUESTION WE WOULD EXPECT
Let’s be specific.
The qualified claims team decides coverage, liability, specialist routing and settlement.
A complete intake file is not an approved claim.
YOUR NEXT STEP
Where could your insurance team work more effectively?
Bring us one workflow, real examples and the people who know the work. We’ll identify a practical first build.