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Workshop · Private · Remote · Free

Build and deploy governed agents for insurance workflows

Bring a priority insurance workflow and leave with a clear plan for deploying agents across the required systems, policies and review boundaries.

You leave with
A map of how the workflow runs todayWhat the agent does, and what your people decideThe controls it needs before productionA plan for testing itYour baseline numbersThe systems and access it touchesA focused initial scope with clear success criteria
Balaji Nagaraj KumarFacilitatorBalaji Nagaraj Kumar · VP, AI Engineering, moring

Get started

Tell us the workflow and the constraint. We reply within one business day.

Who should attend

Three to five people from the teams the workflow touches.

Bring the claims, underwriting, compliance and technology teams involved in the workflow. Be ready to map the handoffs, exceptions and decisions that determine how it runs.

The leader who wants this outcomeThe person who owns the workflow day to dayA claims, underwriting, fraud or compliance leadSomeone from AI platform, data or engineeringSomeone from legal, privacy, model risk or auditThe owner of the system the work runs in
Workflow agents

Five insurance workflow agents to explore

Claims evidence agent

Pulls policy, claim, images, estimates and correspondence into one cited file so the adjuster starts from a complete picture.

Underwriting referral agent

Assembles the submission, loss history and third-party data into a review-ready file for the underwriter.

Policy servicing agent

Runs the eligibility, coverage, pricing and compliance checks behind a policy change and flags only what needs a person.

SIU investigation agent

Connects claims, providers, devices and prior cases into a single view with the links already drawn.

Complaints response agent

Reconstructs the policy, claim and communication history behind a complaint inside the regulatory clock.

Agenda

Six working sessions, one workflow.

01

Outcome and ownership

What problem, whose workflow, what it costs you today, and what better looks like.

02

How it runs now

The intake, the evidence, the systems, the policy checks, the decisions and the referrals.

03

Agent and human split

What the agent does, which decisions stay with your licensed people, and what stops it.

04

Controls for production

Identity, access, approvals, monitoring, cost limits, rollback and a kill switch.

05

Testing and measurement

The cases you would test it on, how it handles missing information, and the baseline you judge it against.

06

First scope

The smallest version worth proving, what counts as success, and what happens after.

Define what production requires

Map the systems, policies, review points and ownership required to deploy insurance agents in your environment.

Book an insurance workshopInsurance solutions

Frequently asked questions

Is the workshop free?+
Yes. No charge for the session, and no obligation afterwards. You keep everything that comes out of it either way.
Is this AI training, or a product demo?+
Neither. It is a working session on one workflow you already run, and the output is a plan for that workflow. It is not AI training. It is a working session on a workflow you already run, and we can include a product demonstration if useful. The session is free either way.
What do we need to prepare?+
Bring how the work runs today, a few sanitized examples, the exceptions and referral conditions, the systems involved, and your current numbers on volume, cycle time, rework and reopens. Please leave policyholder, claimant, medical and financial data out of the form. If the session needs sample material, moring will agree a secure way to share it beforehand.
Which workflow should we bring?+
The one with a named owner, repeated evidence work, visible exceptions, and a number attached to the pain. If you cannot pick, bring two and moring will help you choose on the call.
Who should attend?+
The sponsor, the person who owns the workflow, the claims or underwriting specialist who knows the exceptions, someone from technology, and whoever has to approve production.
Does anything connect to our systems?+
No. Nothing connects, and no access is requested. Your existing review and approval requirements remain in place. The workshop does not change system access or production controls.
What happens after?+
Use the workshop output to strengthen workflow readiness, request a controlled demonstration or define a production validation for the selected insurance workflow. Any subsequent build is agreed separately.