Prepared for
Industries · InsuranceFaster intake, cleaner files, people still decide.
From first message to approved action. A person stays in control at every step.
The numbers and workflow statuses I'd set up for a broker or insurer, in one view. Illustrative only: a fictional book with sample data.
Insurers and brokers already run a policy administration system, a claims platform, a CRM, portals and inboxes full of forms, photos and PDFs. Much of the day goes on retyping, chasing missing documents and preparing files before anyone can make a decision. I build AI workflows on top of the systems you have to capture, check and summarise that information, with data protection and residency settled before building. The AI does not make underwriting or claims decisions: your team approves every one.
Send me a sample of recent claim emails, forms or submissions with personal details removed. I show you where retyping, missing documents and waiting time are slowing your team, and the three fixes to start with.
Enter your own numbers: repetitive tasks like enquiries, bookings, documents, orders and reports. Nothing is sent anywhere.
A simulated fortnight at Insurer 1. Each card is a claim moving through your workflow, with a person approving anything important. Sample data.
Simulation with sample data. Real timing depends on your volumes, systems and team.
Every claim logged and acknowledged, without retyping.
Claims arriving by email, portal or WhatsApp are matched to the policy, photos and reports are attached and a summary is prepared for the handler. The AI never approves or declines a claim: your handlers make every decision.
Simulate this for my business →Forms read, files complete and nothing chased by hand.
Proposal forms, schedules, certificates and scans are read and the key fields are extracted for your policy system. Any field the AI is unsure of goes to a person to check before it is saved.
Simulate this for my business →
When a claim or policy file is missing a document, a request goes out by email or WhatsApp with reminders on a schedule. Replies are filed to the right record and the handler is told when the file is complete.
Simulate this for my business →Submissions ready to review the moment they are opened.
Broker submissions are turned into one summary with risk details, sums insured, claims history and missing information. The underwriter sets terms and decides on acceptance; the summary only saves the reading.
Simulate this for my business →Renewals prepared early and questions answered at any hour.
Renewal packs are drafted 30 to 60 days before expiry from the policy and claims history. Policies with claims or changed needs are flagged for the account handler, and nothing is sent without approval.
Simulate this for my business →
Questions about cover, documents, payments and claim status are answered on WhatsApp and email from your own policy information. Anything about a claim decision or a complaint goes straight to a named person.
Simulate this for my business →Ten modules that read your policy, claims and messaging data, and show where time is lost and files are waiting.
Logs claims from email, portal and WhatsApp and prepares a summary for the handler, who decides.
Watch the demo →Ask for pricingSubmit the formReads forms, schedules and scans and extracts key fields, with unclear fields sent to a person.
Watch the demo →Ask for pricingSubmit the formRequests and chases missing documents and files each reply to the right claim or policy.
Watch the demo →Ask for pricingSubmit the formTurns broker submissions into one summary with risk details, history and gaps for the underwriter.
Watch the demo →Ask for pricingSubmit the formCompares each submission with your underwriting guidelines and notes any mismatch for the underwriter to review.
Ask for pricingSubmit the formFlags unusual patterns in claims for a specialist to review. It never declines a claim.
Ask for pricingSubmit the formCaptures quote requests from email, checks the details and routes them to the right account handler.
Ask for pricingSubmit the formSpots gaps in a client's cover and lapsed policies, and drafts follow-ups for approval.
Ask for pricingSubmit the formA morning summary of new business, claims, renewals and open files, sent to managers on WhatsApp.
Ask for pricingSubmit the formB2B growth: brokers, agencies and companies researched and approached for new distribution and group cover.
Ask for pricingSubmit the formFor insurance brokers, MGAs and insurers' operations teams. The AI prepares and checks, people decide. Tick what fits your business, then send me your list and I'll tell you where to start.
Each pack bundles the use cases that work best together, so you get a working result first and add more once it pays off.
Best for: Claims teams that want faster intake and complete files without chasing.
Best for: Underwriters and MGAs that want submissions read and checked before review.
Best for: Brokers and insurers that want early renewals and quick answers for clients.
Best for: Brokers and insurers that want more quotes, fewer lapses and new accounts.
Fill in this form. Your details go to shahzad@shazzbiz.com and you get a short plan with your quickest wins and pricing. Questions first? Ask on WhatsApp.
Something else on your mind? Ask me on a short call.
Yes. I build on top of your existing systems, for example Guidewire, Duck Creek or Applied Epic, plus your CRM, portals and inboxes. The automation reads and updates records through approved integrations or exports, so handlers, brokers and underwriters keep working in the screens they know.
No. The AI captures, checks and summarises information so your people can decide faster. Accepting a risk, setting terms, approving or declining a claim and agreeing a settlement always stay with qualified underwriters and handlers. Any message about a decision is a draft for approval, and nothing is sent until a person signs it off.
Data protection and residency are agreed before anything is built: which data each workflow may use, where it is hosted, for example in-country cloud regions, how long it is kept and who can access it. I use AI services that do not train on your data, and every action is logged so your compliance team can audit it.
In most cases, yes. Modern document AI handles scans, photos, tables and Arabic and English text well. Each extracted field carries a confidence score, and anything below the threshold you set goes to a person to check, so poor-quality documents do not slip into the system unnoticed.
No. You need to know how your book and your processes work, which you already do. I handle the integrations, set-up and testing, and your team uses the results inside the systems they already work in. I provide short guides and stay available for changes.
It depends on your tools, the size of your book and the use cases you pick, as well as your compliance review. A short call is enough for me to give you a clear scope, timeline and price for the first step, which is often claims intake or document extraction.
Usually with claims intake or missing-document chasing. Both cut retyping and waiting, are easy to measure and involve no decisions by the AI. Underwriting summaries and renewal preparation tend to follow once the team trusts the extracted data.
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