AI Agents

Context

Built for insurance within the Insurance regulatory & compliance stack, this agent prepares and submits regulator-facing documents and required notices during claims and complaints handling, ensuring filings are complete, timely, and evidenced before case closure.

What it does

The agent pulls approved templates and the live facts from the case record—timeline events, determinations, payments, communications—and assembles a regulator-ready packet with the correct sections, identifiers, citations, and exhibits. It validates content and formatting rules, checks that every mandatory field and attachment is present, inserts references to the exact clauses and events relied upon, and routes the packet for internal approval and external submission. It then tracks acknowledgments, timestamps, and any reply requirements, updating the case so owners can demonstrate compliance on audit.

Core AI functions

Template-driven assembly mapped to jurisdiction/product rules; normalization of names/dates/amounts from workflow/DMS; completeness and consistency checks across sections and attachments; citation of policy and regulatory clauses tied to source evidence; e-filing/export generation; and status tracking with proof-of-submission artifacts.

Problem solved

Regulated filings are often built ad hoc with stale data and missing attachments, leading to late or rejected submissions, rework, and weak audit trails.

Business impact

Filings become accurate, on time, and defensible: fewer rejections, faster examinations, lower rework, and clear lineage from each statement to the supporting page, event, and rule.

Integration and adjacent use cases

Integration complexity: Medium. The agent reads case facts, documents, and timeline events from your claims/servicing workflow and DMS, writes the assembled packet, approvals, submission status, and acknowledgments back to the same case, and stores the retention copy—no core changes required.

It commonly pairs within this stack with

• Claims settlement timeline validator (deadline and pause evidence),

• Policy language regulatory check agent (coverage and clause citations),

• Audit trail completeness verifier (proof that every step is evidenced), and

• Customer communication consistency agent (keep customer-facing notices aligned with what is filed).