Insurance

In Q1 2025, 82% of insurance leaders cited AI as a top priority.

Insurance

experience

Plank teams have built insurance systems for quoting, underwriting, claims triage, and self-service apps. We’ve delivered agent tools, compliance workflows, and real-time data pipelines to support automation, analytics, and regulatory reporting.

Policy Quoting and Underwriting Automation
  • Build engines to generate real-time quotes based on structured inputs, risk models, and regulatory constraints.
  • Integrate third-party data (e.g., credit, driving behavior, property records) to enhance underwriting decisions.
  • Support configurable product templates and rule-based pricing for P&C, health, life, and specialty insurance.
Claims Intake, Triage, and Processing
  • Design omni-channel claims intake via forms, APIs, chat, and voice.
  • Use AI to auto-classify claims, flag potential fraud, and route to appropriate adjusters or fast-track lanes.
  • Automate document extraction, image analysis, and payout workflows with structured rules and ML.
Customer Engagement and Self-Service Tools
  • Develop mobile and web apps for policy management, coverage explanations, and billing.
  • Build virtual agents to guide users through claims, renewals, and policy changes.
  • Personalize messaging and retention campaigns based on life events, usage patterns, and segmentation.
Agent and Broker Platforms
  • Provide CRMs, quoting tools, and commission tracking for independent agents and agency teams.
  • Enable digital application workflows, real-time approvals, and cross-sell suggestions.
  • Deliver white-labeled portals with customizable product catalogs and branding.
Compliance, Rating, and Regulatory Reporting
  • Maintain audit trails and versioning for policy changes, pricing logic, and claims decisions.
  • Automate filing preparation for state regulators, rate bureau compliance, and actuarial submissions.
  • Enforce jurisdiction-specific constraints and timelines via rule engines and alerts.
Core Infrastructure and Data Pipelines
  • Unify data across policy, claims, CRM, and billing systems into clean, queryable lakes.
  • Use event-driven architecture to support real-time processing and downstream analytics.
  • Ensure high availability, data privacy, and SOC 2/GDPR compliance across infrastructure.

Customer Showcase

Span.io

Energy tech
Energy tech
Hardware/IOT
Hardware/IOT
Insurance
Insurance

SPAN reinvented the 100-year-old electrical panel with smarter controls for smarter savings.

Engineers we’ve worked with

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut morbi bibendum interdum sit. Tincidunt magna nisi, a amet sit enim dui accumsan. Phasellus in nunc gravida.

No items found.
No items found.
No items found.
No items found.
No items found.
No items found.
No items found.
No items found.
No items found.
No items found.