03Use cases
Faster answers from claim files, ledgers, SOPs and code.
The best first workflow is work your team already repeats. Here is what we recommend by sector.
Start with work your team already repeats every week.
Three first workflows per sector. Each has a clear input, a clear output and a person who checks the result.
First workflows
Insurance brokers and surveyors
Policy wordings, quotes, claim files and years of survey reports.
- 01Compare policy wordings and exclusions in one view
- 02Draft a first survey summary or claim note from the file
- 03Turn a renewal into a one-page client summary
What a good first workflow looks like
A useful pilot has a clear input, a clear output and a person who already does the work by hand. A claim file becomes a first draft. An SOP library answers a new employee's question. A pull request gets a first review.
Input01
Documents or code your team already has, in a folder you can point to.
Output02
A draft, an answer or a comparison a named person will check.
Volume03
Repeats every week, so the pilot produces a real cost per task.
Boundary04
Work the assistant must not touch is written down before it starts.
Next step
Bring us the task your team is tired of repeating.
- 0130-minute call
- 02Fixed 2–4 week pilot
- 03Measured cost per task
- 04Monthly review