You don't need a new stack. You need a governed flow.
Most insurance firms have done the hard work already: CRM is live, policy admin runs fine, and intake workflows are functional. But execution still breaks down. Complaints stall. Summaries arrive late. SLA breaches get normalized. Audit trails are incomplete.
The issue isn’t the tools. It’s the lack of structured signal flow between them.
This playbook introduces a pragmatic fix: a governed execution layer that lets claims signals (like escalations, overrides, and summaries) move with context, ownership, and traceability. No rebuilds. No disruption. Just flow, reconnected.
What You'll Gain:
- A practical signal framework to orchestrate claims execution
- How to embed AI across routing, triage, and documentation without losing human control
- A 3-phase rollout plan to activate execution telemetry and SLA enforcement using your current stack
- Governance design for fallback logic, version history, and override capture
- Executive-proof insights to move from firefighting to structured decision-making
Inside the Whitepaper:
- The five high-friction flows that quietly erode margin and audit readiness
- AI accelerators for email triage, underwriting summaries, and SLA escalation
- A ready-to-deploy execution architecture live-tested on Outlook, Salesforce, and CRM tools
- How GenAI improves intake precision without becoming the decision engine
- Built-in metrics that track, not estimate what’s working, where signals drop, and what’s recovered
Why it Matters
The longer these friction points stay invisible, the more they cost. This playbook helps insurers move from reacting to delays to intercepting them. From patching SLA breaches to preventing them. From platform debates to signal governance.
Modernize claims execution. Start with the flow. Fill out the form to access your copy. Download now.