Industry Insurance

AI for insurance — where speed of quoting and claims, and auditability, both matter.

A submission has to get quoted before the broker moves on, and a claim has to get triaged before the adjuster's queue backs up — and every one of those decisions can end up in front of a regulator, a reinsurer, or a plaintiff's attorney. I build AI for that reality: fast, grounded, and fully auditable, for carriers, brokers, MGAs, and insurtech.

Audit-ready Every decision logged & provable
NAIC-aware Regulatory-aware by design
1 KPI Attached before we build

Insurance runs on a contradiction most AI vendors gloss over: the business rewards speed — quote fast, bind fast, pay claims fast — while the risk sits in the opposite direction. Every underwriting call and every claims decision is a data point a regulator, a reinsurer, or a courtroom can revisit years later.

I build AI that holds both ends at once. Grounded retrieval so answers come from your policies, forms, and loss history — not a model's guess. Append-only audit trails so every recommendation can be traced back to what it saw and why it flagged it. Fast where the business demands it, provable where the exposure does.

Where AI moves the number

The highest-impact work in an insurance organization is high-volume, document-heavy, and expensive in underwriter and adjuster hours — exactly where a well-built agent earns its keep.

  • Underwriting support — risk signal aggregation, appetite matching, and submission triage that gets the right file in front of the right underwriter, faster.
  • Claims automation — intake, triage, routing, and fraud signal detection that clears the straightforward claims and surfaces the ones that need a human.
  • Submission & document intake — extracting structured data from ACORD forms, loss runs, and broker submissions so nothing sits in an inbox waiting to be typed up.
In this industry, an underwriting or claims decision you can't explain is a liability, not a shortcut. I build systems that show exactly what data drove the call — and who's accountable for it.

Four places AI pays for itself in the book of business.

Each one high-volume, document-heavy, and tracked to a number.
01 / Underwriting
Underwriting support
Risk signal aggregation, appetite matching, and submission triage — underwriters spend their time on judgment calls, not data assembly.
02 / Claims
Claims automation
Intake, triage, and routing with fraud signal detection built in. Clean claims move fast; the ones with red flags get a human, immediately.
03 / Submission
Submission & document intake
ACORD forms, loss runs, and broker submissions parsed and structured automatically — no more manual re-keying between systems.
04 / Control
Compliance & audit
Append-only logs, regulatory-aware deployment, and on-prem inference for the policyholder data that can't leave your perimeter.
UnderwritingClaimsSubmission intakeAudit trailsGrounded retrievalOn-prem option

From briefing to production, with the controls built in.

Fixed scope, fixed price, compliance from day one.
01Brief

Find the highest-impact use case

Underwriting triage, claims intake, or submission processing — we pick the one that moves a real number and agree on the KPI up front.

02Architect

Design for speed and audit together

Grounded retrieval, the audit layer, and regulatory-aware deployment are designed as one — fixed scope and price, no surprises.

03Build

Deploy into your environment

We build in sprints, deploy inside your controls — on-prem where the policyholder data demands it — and harden until it holds under real volume.

04Measure

Prove the value and the trail

We track the system against its KPI and confirm every decision is logged and provable — then tune until the value crosses the cost.

How I build it.

The services behind the insurance work.
Service / 01
Enterprise AI agents
Agentic workflows designed around your actual processes, not a demo — built, deployed, and tuned until they hold up in production.
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Service / 04
Compliance & governance
SOC 2 controls, HIPAA compliance, and deployments built for regulated industries — from day one, not bolted on later.
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Service / 06
Decision intelligence
Analytics, dashboards, and predictive models that drive real decisions — built by someone who spent 15 years attaching dollars to outcomes.
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Service / 05
Knowledge systems
Your documents, wikis, tickets, and contracts turned into one queryable, source-cited system that finally answers back — with the receipts.
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Service / 02
RAG systems
Retrieval pipelines that put your institutional knowledge to work. Grounded, source-cited answers on your own data — without leaking it.
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Service / 07
Enterprise workflows
Multi-system orchestration across Salesforce, ServiceNow, SAP, and your custom APIs — finally talking, with an audit trail.
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Let's talk about where AI moves a number in your book.

Underwriting support, claims automation, submission intake — if it's high-volume and it has to be provable, that's my kind of problem. I'll tell you what it's worth before we build it.

Let's talk

Markets served.

Remote-first across the United States and internationally — including these markets.

New York City, New York (NY)

Los Angeles, California (CA)

Chicago, Illinois (IL)

Houston, Texas (TX)

Phoenix, Arizona (AZ)

Philadelphia, Pennsylvania (PA)

San Antonio, Texas (TX)

San Diego, California (CA)

Dallas, Texas (TX)

San Jose, California (CA)

Austin, Texas (TX)

Jacksonville, Florida (FL)

Fort Worth, Texas (TX)

Columbus, Ohio (OH)

Charlotte, North Carolina (NC)

Indianapolis, Indiana (IN)

San Francisco, California (CA)

Seattle, Washington (WA)

Denver, Colorado (CO)

Washington, District of Columbia (DC)

Boston, Massachusetts (MA)

El Paso, Texas (TX)

Nashville, Tennessee (TN)

Detroit, Michigan (MI)

Oklahoma City, Oklahoma (OK)

Portland, Oregon (OR)

Las Vegas, Nevada (NV)

Memphis, Tennessee (TN)

Louisville, Kentucky (KY)

Baltimore, Maryland (MD)

Milwaukee, Wisconsin (WI)

Albuquerque, New Mexico (NM)

Tucson, Arizona (AZ)

Fresno, California (CA)

Sacramento, California (CA)

Kansas City, Missouri (MO)

Atlanta, Georgia (GA)

Miami, Florida (FL)

Colorado Springs, Colorado (CO)

Raleigh, North Carolina (NC)

Omaha, Nebraska (NE)

Long Beach, California (CA)

Virginia Beach, Virginia (VA)

Oakland, California (CA)

Minneapolis, Minnesota (MN)

Tulsa, Oklahoma (OK)

Arlington, Texas (TX)

New Orleans, Louisiana (LA)

Wichita, Kansas (KS)

Cleveland, Ohio (OH)

Tampa, Florida (FL)

Bakersfield, California (CA)

Aurora, Colorado (CO)

Honolulu, Hawaii (HI)

Anaheim, California (CA)

Santa Ana, California (CA)

Corpus Christi, Texas (TX)

Riverside, California (CA)

Lexington, Kentucky (KY)

St. Louis, Missouri (MO)

Stockton, California (CA)

Pittsburgh, Pennsylvania (PA)

Saint Paul, Minnesota (MN)

Cincinnati, Ohio (OH)

Greensboro, North Carolina (NC)

Anchorage, Alaska (AK)

Plano, Texas (TX)

Lincoln, Nebraska (NE)

Orlando, Florida (FL)

Irvine, California (CA)

Newark, New Jersey (NJ)

Toledo, Ohio (OH)

Durham, North Carolina (NC)

Chula Vista, California (CA)

Fort Wayne, Indiana (IN)

Jersey City, New Jersey (NJ)

St. Petersburg, Florida (FL)

Laredo, Texas (TX)

Madison, Wisconsin (WI)

Chandler, Arizona (AZ)

Buffalo, New York (NY)

Lubbock, Texas (TX)

Scottsdale, Arizona (AZ)

Reno, Nevada (NV)

Glendale, Arizona (AZ)

Gilbert, Arizona (AZ)

Winston-Salem, North Carolina (NC)

North Las Vegas, Nevada (NV)

Norfolk, Virginia (VA)

Chesapeake, Virginia (VA)

Fremont, California (CA)

Garland, Texas (TX)

Richmond, Virginia (VA)

Baton Rouge, Louisiana (LA)

Boise, Idaho (ID)

San Bernardino, California (CA)

Spokane, Washington (WA)

Des Moines, Iowa (IA)

Modesto, California (CA)

Birmingham, Alabama (AL)

Tacoma, Washington (WA)

Fontana, California (CA)

Oxnard, California (CA)

Fayetteville, North Carolina (NC)

Huntsville, Alabama (AL)

Moreno Valley, California (CA)

Rochester, New York (NY)

Glendale, California (CA)

Yonkers, New York (NY)

Augusta, Georgia (GA)

Amarillo, Texas (TX)

Little Rock, Arkansas (AR)

Akron, Ohio (OH)

Shreveport, Louisiana (LA)

Grand Rapids, Michigan (MI)

Mobile, Alabama (AL)

Salt Lake City, Utah (UT)

Huntsville, Texas (TX)

Tallahassee, Florida (FL)

Overland Park, Kansas (KS)

Knoxville, Tennessee (TN)

Worcester, Massachusetts (MA)

Brownsville, Texas (TX)

New Port Richey, Florida (FL)

Jackson, Mississippi (MS)

Providence, Rhode Island (RI)

Fort Lauderdale, Florida (FL)

Sioux Falls, South Dakota (SD)

Tempe, Arizona (AZ)

Cape Coral, Florida (FL)

Springfield, Missouri (MO)

Pembroke Pines, Florida (FL)

Eugene, Oregon (OR)

Peoria, Arizona (AZ)

Corona, California (CA)

Lancaster, California (CA)

Rockford, Illinois (IL)

Salinas, California (CA)

Palmdale, California (CA)

Springfield, Massachusetts (MA)

Charleston, South Carolina (SC)

Duluth, Minnesota (MN)

London, England (ENG)

Dublin, Ireland (IRE)