Insurance Policy Renewal Assistant
An AI-assisted workflow for handling insurance policy renewals — client work at IWConnect.
- Category
- AI & RAG
- Tech stack
- LLM
- Role
- Prototype — design & build
Content
A prototype workflow assistant for insurance policy renewals: it prepares renewal details from policy documents and drafts the customer communication, so staff review and approve instead of retyping. It explores how far document-heavy back-office work can be compressed without removing human sign-off.
Problem
Policy renewals involve repetitive document handling and customer communication that consumes staff time.
Limitations
Prototype-stage: tested on a narrow set of document formats, without compliance review or production integration.
Next steps
A production version would need broader document coverage, audit trails and integration with the policy system of record.
Outcome
Working prototype that demonstrated the renewal-preparation flow; deliberately kept at prototype stage.