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. Already built, so it skips the Plan phase and goes straight to Build on the same engagement.
No Plan phase neededSubmitted 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. Because it's already built, there's no Plan phase — the same engagement goes straight to Build, so it's live faster.
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 run one workflow at a time — not a six-figure enterprise transformation program built for a national carrier.
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. Looking for fractional or interim leadership at the enterprise level instead?
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