AI and automation for insurers

We apply AI in insurance where handlers and underwriters lose the most time: reading claim files, checking cover and assembling submissions. Every model output is measured against past cases before release, and the handler or underwriter makes the call.

Where the work gets stuck.

  • Claim files arrive unstructured

    Damage forms, photos, repair quotes, police reports and medical letters land in inboxes and portals. Handlers read everything before they can judge cover, and peaks after storms create long backlogs.

  • Policy wording is spread over decades

    Conditions differ by product, version and intermediary, and old portfolios stay in force for years. Finding which clause applies to a specific policy takes experience that is hard to replace.

  • Policy administration systems resist change

    Core policy and claims platforms are often old or heavily customised. New channels, data exchange with brokers and reporting duties all have to work around them.

How we improve insurance.

Each one is scoped around your systems and rules, and each one keeps a person in charge of the decisions that matter.

  • Claims intake and document triage

    Incoming claims and attachments are classified, key facts extracted and missing documents requested automatically. The claims handler starts from a complete, structured file and makes the cover decision.

    Built as document processing

  • Claims handling assistant

    An assistant checks the claim against the policy conditions, points to the relevant clauses and drafts the letter to the customer or broker. The handler reviews, adjusts and sends it.

    Built as customer operations agents

  • Policy wording search

    Conditions, clauses and product changes across all versions become searchable, filtered by product and start date of the policy. Answers cite the exact clause so staff can verify them.

    Built as custom RAG

  • Commercial underwriting submissions

    Broker submissions, loss histories and inspection reports are gathered into a summary with risk points and gaps highlighted. The underwriter sets terms and price.

    Built as agentic workflows

  • Evals for every release

    Closed claims and expert-reviewed answers form a test set that each model, prompt or rule change must pass. Quality becomes a number your claims managers can track release by release.

    Built as LLM evals

  • Broker and policyholder portals

    Portals where intermediaries and customers submit claims, upload documents and follow progress, connected to your claims system. Fewer status calls reach the claims team.

    Built as customer portals

Built around the rules.

What we design for from the first week. Your legal and compliance people keep the final word.

  • Solvency II

    Tools that support claims, reserving data or reporting are designed with the governance, data quality and outsourcing controls Solvency II expects. We document our role so your key function holders can assess it.

  • IDD and fair customer treatment

    Customer-facing drafts follow your product governance and duty of care under the Insurance Distribution Directive. Advice and product decisions stay with licensed staff.

  • DORA

    Insurers fall under DORA, so we design for ICT risk management, incident logging and third-party arrangements, including clear exit plans for the software we build and run.

  • EU AI Act and GDPR

    AI used for risk assessment and pricing of individuals in life and health insurance is high-risk under the AI Act. For those uses we design human oversight and logging, and we process personal and health data under GDPR safeguards.

Works with what you run.

If a system has an API, a database, an export or an inbox, we can build on it. These are the ones we meet most.

Where to start.

Claims intake for one product line

A build that structures incoming claims for a single product line, such as home contents or travel, and prepares each file for the handler. It proves the connection to your claims system and sets up the eval set future work will reuse.

Talk it through

What it includes

  • Intake from email and portal uploads
  • Extraction and missing-document checks
  • Handler review in your claims system
  • Eval set from closed claims

Related work.

Guides.

Further reading.

Common questions.

Start working with Vantion.