Case Studies

Real results from real deployments. See how autonomous AI agents transform insurance operations.

Flagship Carrier Portal Automation

Guidewire PolicyCenter Renewal Engine

An insurance agency needed to automate their renewal workflow — tracking upcoming renewals across carrier portals, monitoring premium changes, flagging exceptions, and keeping clients informed. Manual processes were consuming 30+ hours per week across renewals, data entry, and compliance checks.

112

Renewals Automated

10

Pipeline Steps

80%

Manual Work Reduced

24/7

Autonomous Operation

The 10-Step Renewal Pipeline

We built a complete renewal automation engine that integrates directly with Guidewire PolicyCenter — the carrier management platform used by hundreds of insurers. The pipeline runs autonomously, handling every step from data import to client communication.

Import renewals from carrier portal (JSON-RPC / CSV)
Pre-qualify policies and validate data integrity
Gather carrier data and coverage details
Review risk items and underwriting flags
Calculate replacement cost valuations
Compute new premiums with rate changes
Compare renewal terms against current policy
Generate summary reports for agent review
Draft client communications and renewal letters
Flag exceptions for human review (15%+ increases)

What Makes This Different

Carrier Portal Crawling

Automated browser agent logs into Guidewire PolicyCenter, extracts renewal data via JSON-RPC, downloads documents, and syncs everything locally. No manual data entry.

Prior Premium Tracking

Tracks premium changes across renewal cycles. When a carrier increases a premium by 15% or more, the system flags it for agent review before the client is notified.

Dual-Source Import

JSON-first from carrier portal crawl with CSV fallback. If the portal is down, the pipeline still runs from the last successful data pull.

Exception Intelligence

Automatically identifies non-taking policies, high premium increases, and underwriting issues. Humans handle the exceptions; agents handle everything else.

Full Agent Team (5 Phases)

Phase 1

Core infrastructure — data management, database maintenance, health monitoring

Phase 2

Revenue operations — payment tracking, invoice management, MRR snapshots

Phase 3

Insurance-specific — renewal engine, premium tracker, carrier portal integration, compliance monitor

Phase 4

Communication — client notifications, renewal letters, report generation

Phase 5

Analytics — trend analysis, exception patterns, optimization recommendations

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