Upshot Engine
For governmentLet’s talk

Applied AI / Insurance

Move the paperwork.
Keep the judgment.

Help claims and underwriting teams turn complex documents into organized information, review queues, and a clear next action.

Discuss your workflow See what we can build
One possible workflow
Claim submissions01
Policy documents02
Inspection reports03
Prepared for reviewA claim review packet

Connected sources. Useful context. A clear next step.

Illustrative example · tailored to your systems

Where we start

Workflows for insurance.

Start with a specific task your team knows well. Build around the documents, decisions, and handoffs that make it work.

01

A clearer claims intake

Extract details from incoming submissions, identify missing information, and organize the packet for the right reviewer.

Example outputA structured claim summary and suggested review queue.
02

Underwriting preparation

Gather relevant factors from inspection reports and supporting documents, with references back to the original material.

Example outputAn underwriting brief with items that need a closer look.
03

Renewal comparisons

Compare current policy information with new submissions and surface changes for the team to evaluate.

Example outputA change summary for a human-led renewal review.

Built for the way you work

Systems & review.

Coverage, eligibility, and pricing decisions require accountable review. We scope the AI around preparation and routing, with your team defining the approval boundaries and handling exceptions.

We map access, source quality, and approval steps before choosing the technology. A focused pilot lets your team evaluate the output against real examples before expanding.

Potential data sourcesPolicy systemsClaims documentsInspection reportsCustomer records

Connections depend on available APIs, permissions, and the agreed project scope.

Explore our approach

A practical place to begin

Discuss your first workflow.

Bring us the workflow. We’ll help you find a useful first build.

Let’s work it through