Insurance Policy Renewal Assistant
An AI-assisted workflow for handling insurance policy renewals.
The problem
Policy renewals involve repetitive document handling and customer communication that consumes staff time.
My role
Prototype — design & build
Insurance Policy Renewal Assistant
A 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.
Key decisions
Human sign-off stays where the risk is. The assistant prepares; a person approves the renewal details and the message, because a wrong figure on a policy is a compliance problem, not a typo.
Ground every extracted value in the document it came from, so a reviewer can check the source instead of trusting the summary.
Narrow document coverage on purpose. It was tested on a small set of formats to prove the flow, rather than pretending to handle every layout an insurer sees.
Outcome
Working prototype that demonstrated the renewal-preparation flow with review and approval built in; deliberately kept at prototype stage. What carried forward: in document-heavy work, the grounding and the review step are the product, not the generation.
Limitations
Prototype-stage: tested on a narrow set of document formats, without compliance review or production integration.
Stack
Next
A production version would need broader document coverage, audit trails and integration with the policy system of record.