A senior read on your claims, policy documents, and back office — not a generic AI vendor guessing at how a carrier or agency actually works. Fifteen years inside insurance and financial services, plus a claim-denial review tool already live in production.
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Five workflows where AI turns paperwork and policy language into a faster, more defensible answer.
PolicyProof reads a carrier's denial against the whole policy and the state's unfair-claims law, verifies every quoted line word-for-word, and hands the agent a verdict plus a cited pushback draft.
Live productSubmitted applications and declarations read automatically, with missing information flagged before it becomes a service ticket or a delayed binder.
Fast winsFront-line staff get an instant, cited answer on coverage or endorsements instead of pulling the full policy file every time a client calls.
Time-saverPersonalized renewal reminders and cross-sell flags generated from policy data, running automatically instead of falling through the cracks.
Revenue liftDocumentation for state exams or E&O reviews assembled from existing records instead of rebuilt by hand each time.
Risk reductionWhen a carrier denies a claim, PolicyProof reads the denial against the declarations, base form, and every endorsement, verifies everything in code (nothing guessed, nothing stored), and turns a denial into the moment a client feels represented. The read a twenty-year agent does in their head, available to everyone on the team.
Not a generalist AI vendor learning your industry on your dime — fifteen years actually inside it, at Fortune 250 scale and at agency scale.
Fifteen years inside insurance & financial services. AVP of Continuous Improvement at a Fortune 250 insurer, plus prior roles inside insurance operations — not an outsider learning the industry from a JD.
Shipped an insurance-specific product. PolicyProof is live, used by agencies, and reads real policy language against real state law. We didn't read about claims handling — we shipped a tool for it.
Regional, on-site when it matters. Lancaster County-based. Showing up in person is part of the engagement, not an add-on.
Right-sized scope. Engagements start at $2,500 a month, one workflow at a time — not a six-figure enterprise transformation program built for a national carrier.
$2,500 a month, one thing at a time, stop at the end of any month. Most first workflows are running inside three. Larger jobs can run two workstreams side by side at $5,000 a month. Looking for fractional or interim leadership at the enterprise level instead? See fractional & advisory services →
Bring the claim, the workflow, or the report that costs you the most time. You'll get an honest read on whether AI is the right fix.
Book a Discovery CallOr call (717) 366-9431