Insurance - Softmax Data

Ship Automation Agents Actually Trust

Brokers and carriers are drowning in unstructured submissions, scanned endorsements, and policy questions while regulators expect airtight evidence. If agents cannot rely on the data behind automation, they revert to email and spreadsheets.

Softmax consolidates submission feeds, policy archives, and call-center transcripts into governed models, then layers document AI and retrieval copilots with human checkpoints. In 6-10 weeks we deliver production pilots that slash data-entry effort, answer coverage questions instantly, and pass audit from day one.

Insurance Modernization Sprint

Discovery aligning loss ratio, cycle time, and compliance goals with current manual choke points
Architecture blueprint across policy admin, CRM, call center, and third-party data sources
Pilot deployment combining document AI, workflow automation, and policy retrieval copilots
Enablement so adjusters, brokers, and compliance teams extend the roadmap confidently

Where We Focus First

Programs designed to protect loss ratios, customer trust, and regulator confidence.

Claims Intake & Triage

Automate claim document ingestion, validation, and routing with human review checkpoints and audit trails.

Underwriting Intelligence

Analyze submissions, third-party data, and historical claims to support faster, more accurate underwriting decisions.

Policy & Customer 360

Unify policy, billing, CRM, and engagement data to power proactive servicing and cross-sell programs.

Agent & Adjuster Copilots

Deploy copilots that summarize claims, prep responses, and capture notes while keeping PII locked down.

Insurance Wins

Challenge → Solution → Impact proof from insurance teams reducing cycle time without risking compliance.

Western Canada Insurance Brokerage

Document AI prepares insurer-ready submission packages.

Challenge: Commercial submissions arrived as emails, scans, appraisal reports, and street-view images that teams re-keyed by hand.
Solution: Extraction pipelines spanning PDFs, emails, APIs, and images with risk highlights and insurer-specific forms.
Impact: Data-entry effort dropped 79% and quotes moved 63% faster across 40+ offices.

Policy Service Copilot

RAG assistant answers coverage questions with cited passages.

Challenge: Agents fielded costly calls and emails, sifting through hundreds of pages to confirm coverage scenarios.
Solution: Retrieval pipeline ingesting individual policies with scenario-aware prompts, citations, and guardrails.
Impact: Customer inquiry costs fell 41% and teams respond with regulator-ready evidence in seconds.

Broker Back-Office Automation

Streaming QA and escalations keep service levels high.

Challenge: Supervisors could only spot-check a handful of calls and compliance incidents slipped through.
Solution: Streaming conversation analytics, risk scoring, and automated task routing with audit logs.
Impact: QA coverage hit 100% of calls and escalations now resolve the same day.

Outcomes We Commit To Upfront

79% reduction in manual data-entry workload for commercial submissions

63% faster broker turnaround on insurer-specific application packages

41% drop in customer inquiry costs with policy lookup copilots

Why Insurance Leaders Trust Softmax

Document Chaos Tamed

We extract structured insight from emails, scans, APIs, and imagery so downstream automations run on clean, auditable data.

Policy Intelligence On Demand

Retrieval copilots deliver cited answers to agents and customers without sacrificing brand tone or compliance.

Regulator-Ready Delivery

Comprehensive audit trails, lineage, and approval flows satisfy regulators and internal audit teams.

Integrated & Adopted

We orchestrate policy, CRM, and billing workflows and equip adjusters and brokers with playbooks so the new way of working sticks.

Insurance Delivery Framework

A proven approach that keeps product, actuarial, compliance, and IT teams aligned.

1

Value & Risk Alignment

Define success metrics, regulatory constraints, and data readiness with cross-functional stakeholders.

2

Blueprint & Governance

Design target-state architecture covering data ingestion, automations, and human oversight.

3

Build & Validate Solutions

Develop models and workflows with automated testing, PII safeguards, and human checkpoints.

4

Launch & Scale Enablement

Launch with representative lines, collect audit evidence, and expand to new products with governance and training.

Insurance & Insurtech