Event rules
Refer, decline, remind, notify or price on any transaction.
Automations
Insurance is mostly machine work.
Let the machine do it. People see the exceptions.
Every business day
Runs on its own.
- Renewal offers, rated by your rules
- PAC withdrawals, card instalments, reminders
- Non-payment notices and cancellations
- AL3 to brokers, closed days to your books
- OMIA file and board pack, monthly
Rules
On this, if that, do this.
Written by your underwriters. Every firing shows in the policy's history.
Scheduled rules
Daily, over the book. They can keep an abeyance open until the answer arrives.
Variables
Dated values and tables any rule reads.
Forecast
Current against proposed on real policies, before you publish.
A/B tests
Where the line allows. Never on auto.
From any tool
Files, the API or MCP. Assistant rules are drafts.
Renewals Built
Every policy carries its next term.
Re-worked whenever the policy, a claim or a rule changes. Problems reach My work months early.
Many at once
Batches.
Pick
Any search.
Preview
Before anything changes.
Confirm
Runs in the background.
Outcomes
Each one, with why it failed.
Exceptions
The right file reaches the right person.
- Referrals over someone's authority
- Abeyances on a calendar, never blocking
- Accident benefits deadlines
- QA lists on your thresholds
The assistant
It prepares. You confirm.
It acts as you, never with more access, and is marked in the audit log.
Does freely
- Finds, starts changes, quotes
- Explains bills, errors, rules
- Drafts letters and rules
Waits for you
- Bind
- Cancel or reinstate
- Money and admin changes