Underwriting
Review renewals. Intake submissions. Screen appetite. Route referral decisions.
Insurance operations
Run insurance work with the judgment your teams already use.
Verti captures decision logic from underwriters, claims leaders, and service teams. Agents use it in your existing systems. People approve material decisions.
One department at a timeshared context, permissions, and review history
Find the rule behind the decision.
A file records what happened. The operator can explain why it happened. Verti turns that explanation into a record people can review and agents can use.
Insurance departments
See where Verti runs the work.
Start with one workflow. Add the next department with the same permissions, company context, and review history.
Core insurance
Claims
Triage first notice. Draft reserves. Check rules. Review subrogation and files.
Provisioning
Review pre-authorizations and medical evidence. Check expert reports and provider invoices.
Policy operations
Process endorsements and mid-term changes. Issue certificates. Route follow-up work.
Business operations
Sales and distribution
Review broker portfolios. Prepare the next action. Follow quotes and campaigns.
Customer service
Answer with the policy clause attached. Route complaints. Track deadlines.
Finance and accounting
Process invoices. Reconcile records. Explain variances in management reports.
HR
Source candidates. Run first contact and structured pre-interviews. Rank shortlists with reasons.
Control layer
Planning and process management
Plan demand and capacity. Handle exceptions. Escalate against real thresholds.
Compliance and risk
Map regulatory changes to operations. Review the full file population with evidence.
Operational excellence
Use one audit trail, one permission model, and one view of the agent work.
Claim workflow
Follow one claim from evidence to approval.
The agent assembles the file and prepares a reserve with its reason attached. The adjuster keeps authority over the decision.
Claim receivedFNOL, policy and incident photo linked
Evidence matchedCoverage, damage and parties verified
File readyMissing inputs flagged for review
Operator outcomes
What changes for the insurance operator.
01Capacity
More time for work that needs judgment
Agents take the routine volume. Senior people focus on exceptions. Track cases per person, cycle time, and queue age.
02Operating cost
Less chasing, rework, and supervision
Keep the work visible from intake to system update. Track cost per transaction and the tools the process still needs.
03Demand
Handle more volume without a new operating model
Use the same approved process during a volume spike, catastrophe season, or new distribution launch.
04Decision quality
Apply the same judgment to every file
Keep the evidence, rationale, action, and approval together. Track rework, leakage, and audit findings.
05Documentation
Keep a written account of how the work is run
Give teams a record they can use for onboarding, training, audits, and regulatory review.
Product
Use the same company context across every workflow.
Start with the capability needed for one process. Add the next module without creating another permission model or review trail.
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Platform overview
See how company context, agent work, and human review connect.
Expertise Mining
Capture decision patterns from experts and cases they already handled.
Company Expertise
Create a record people can review and agents can use.
Governed Agent Operations
Run work across systems with roles, permissions, and approvals.
Continuous Learning System
Improve behavior from reviewed outcomes after approval.
Company GPT
Answer teams with company context and access rules applied.
Integrations
Connect the systems, communication channels, and records the operation already uses.
One workflow first
Start with one hard insurance workflow.
Bring real files and the people who make the decision. We document the reasoning, run a bounded proof, and show the review trail.
Show us the process