Workflow solutions

Start with the work you want to improve.

Explore concrete workflows we can design and build around your team. These are custom implementation capabilities, not a catalogue of subscription products.

Discuss your business

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Loss run automation

Custom loss run request automation for commercial insurance operations. Connect client approvals, carrier communication, incoming records and exceptions in a workflow built for your team.

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Document intake automation

Turn incoming emails, files and forms into organized work. Custom document intake automation captures context, proposes matches and routes uncertain items to the right person.

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Client onboarding automation

Connect intake, documents, responsibilities and handoffs with a client onboarding workflow built around your business. Give new work a clear route from agreement to delivery.

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Creative approval workflows

Connect versions, reviewers and decisions in a creative approval workflow. Built around your production process and the tools your clients will actually use.

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Custom client portals

A client portal built for the relationship you want to deliver. Bring requests, files, approvals and useful updates into a clear experience connected to your internal work.

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Internal knowledge assistants

An internal AI knowledge assistant that helps your team find and use approved information. Designed around source quality, existing permissions and what happens when an answer is uncertain.