Underwriting & claims, powered by AI

InsureAssist AI automates document analysis, straight-through processing, and decision support so your team can focus on complex cases and grow without adding headcount.

Everything you need for life and risk

From application intake to decision and claims assessment — one platform, configurable to your rules and workflows.

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AI document analysis

Upload application forms, medical reports, blood results, and financials. AI extracts every field, flags conditions, calculates risk, and suggests loadings and requirements automatically.

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AI chat assistant

Ask questions about any case in natural language. The built-in AI assistant analyses documents, summarises findings, and answers underwriting queries in real time.

Straight-through processing

Configure STP rules so clean cases are auto-approved or auto-referred. Reduce manual touchpoints and speed up turnaround from days to minutes.

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Rules engine

Build underwriting and medical requirement rules without code. Trigger requirements, loadings, exclusions, and referrals based on sum assured, age, BMI, conditions, and more.

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Claims assessment

Manage claims with AI document analysis, automated workflow, and reporting. Keep underwriting and claims in one platform for a single view of risk.

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Security & compliance

Role-based access control, full audit trail, SSO/SAML, configurable retention, and regulatory reporting. Deploy on your infrastructure — your data stays in your control.

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OCR & vision

Scanned documents and image-only PDFs are processed with OCR and AI vision models. No document is left unreadable — even handwritten forms are extracted.

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Visual workflow designer

Design automated workflows with drag-and-drop. Set triggers, conditions, and actions for approvals, referrals, notifications, and requirement calls.

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On-prem or cloud

Install on your own servers or run in your private cloud. No lock-in to a SaaS tenant. Full control over infrastructure, data, and AI models.

Minutes Not days — case turnaround
100% Rules applied consistently
Zero Vendor data lock-in

Connect to the systems you already use

Out-of-the-box connectors and a custom API builder so you can look up, validate, and write back data to any external system.

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Custom API connectors

Build your own integrations with the visual API connector. Configure endpoints, authentication, field mapping, and triggers — no code required. Look up policy data, validate IDs, or write back summaries to any REST API.

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AI models (Ollama)

Runs locally with Ollama — no data leaves your network. Choose from qwen, llama, mistral, or any model that fits your hardware. Separate models for document analysis, chat, and vision/OCR.

Supported & ready to integrate

Astute FSEPolicy admin & claims
LexisNexisIdentity verification
TransUnionCredit & ID checks
MIB GroupMedical information
Compuscan / XDSCredit bureau data
NHLS / PathCareLab results
ExperianIdentity & fraud
Azure AD / OktaSSO & SAML auth
SMTP / ExchangeEmail notifications
Any REST APICustom connectors

How it works

Deploy in your environment, connect your data sources, and let AI and rules do the heavy lifting.

1

Ingest documents

Applicants and brokers upload forms, medicals, and financials. OCR and AI extract structured data and flag conditions automatically.

2

Apply your rules

STP and rules engine run against sum assured, age, occupation, and disclosures. Cases route to approve, refer, or require more info.

3

Decide & document

Underwriters review referred cases with AI summaries and chat. Decisions, letters, and data are generated and written back to your systems.

Book a demo or get in touch

Fill in the form and we'll be in touch within 24 hours.