Enterprise workflows for insurance.
A broker submission shouldn't wait two days for someone to key it into the PAS, and a claim shouldn't age in a queue between FNOL and reserve. We orchestrate submission intake and the full FNOL-to-settlement lifecycle across your policy, claims, and rating systems — event-driven and fully logged.
The lifecycle between PAS, claims, and the rating engine
Insurance runs on processes that span the policy admin system, the claims platform, the rating engine, and a stack of broker and vendor channels — and the value leaks at the seams. A submission arrives as an ACORD form or an email and sits until an assistant clears and keys it. A claim comes in at first notice of loss and waits for someone to verify coverage, assign an adjuster, and set a reserve. Each pause is days of cycle time and a worse experience for the policyholder.
We build event-driven orchestration across that lifecycle so submissions and claims move themselves through their next correct step. Intake is cleared and created in the PAS, coverage is checked against the policy, work is assigned by segmentation rules, and approvals route to the right authority level. Every decision is captured in an append-only log, so underwriting, claims, and market-conduct reviewers can reconstruct exactly how a risk was accepted or a claim was paid.
Built for the policy and claim lifecycle.
Three capabilities, shaped by how carriers and MGAs really intake, underwrite, and settle.
- PAS & claims-system connectors
- ACORD & broker-portal intake
- Rating & vendor service calls
- Underwriting decision lineage
- Reserve & payment approvals logged
- Per-claim action history
- Quote & ack SLA tracking
- Dead-letter queues for failures
- Vendor & integration monitoring
Workflows worth automating first in insurance
Target the lifecycle stages where cycle time and leakage hurt the most:
- Submission intake and clearance — ingesting ACORD forms and broker feeds, checking appetite and completeness, and creating accounts in the PAS without manual re-keying.
- FNOL-to-settlement claims — orchestrating claim setup, coverage verification, adjuster and vendor assignment, and reserve and payment approvals end to end.
- Policy operations — coordinating endorsements, renewals, and cancellations across the PAS and downstream systems so mid-term changes don't fall through.
- Vendor and SIU coordination — routing inspections, appraisals, and fraud referrals to the right partner and reconciling their responses back into the claim.
Common questions.
How does workflow automation speed up FNOL-to-settlement claims?
We orchestrate the claim as event-driven steps from first notice of loss onward: the claim is set up in the claims system, coverage is verified against the policy in the PAS, the right adjuster or vendor is assigned by segmentation rules, and reserves and payments move through approval gates. Steps that wait on a vendor or document retry safely, so the claim keeps progressing instead of aging in a queue.
Can automation handle submission intake from brokers in different formats?
Yes. We ingest submissions arriving as ACORD forms, emails, and broker-portal feeds, extract the structured detail, clear it for completeness and appetite, and create the account in the policy admin system. Submissions that miss data are routed back for follow-up rather than dropped, and every intake decision is logged for underwriting audit.
Explore related capabilities.
Cut cycle time, not corners.
Bring us your slowest stage — submission clearance or a claim stuck between FNOL and reserve. In a thirty-minute briefing we map the systems it spans and the orchestration that moves it, and you leave with a scoped path and an ROI memo. Response inside 24 hours.
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Markets served.
As an enterprise AI agency, eeko systems delivers production AI systems remote-first across the United States and internationally — including these markets: