Insurance
Route submissions faster. Cut service backlogs. Protect renewal revenue.
Your team should not be spending the day re-keying applications, chasing missing documents, answering the same policy questions, rebuilding renewal lists, or digging through carrier portals for status updates.
MVP.dev builds AI automation systems for insurance agencies, MGAs, carriers, brokers, TPAs, and claims teams that plug into the tools you already use, including Applied Epic, Vertafore AMS360, Sagitta, HawkSoft, EZLynx, QQCatalyst, AgencyBloc, NowCerts, Indio, Salesforce Financial Services Cloud, Guidewire, Duck Creek, Majesco, IVANS Download, Applied Rater, PL Rating, and Snapsheet.
We help insurance teams reduce intake drag, respond faster, protect renewals, route service work correctly, and give producers and account managers more time for revenue-generating work.
Production-ready in 3 to 4 weeks.
Get a Workflow Fit Assessment See the Insurance Automation DemosBuilt for insurance teams with demand, but not enough clean capacity
This is for independent agencies, brokerages, MGAs, wholesalers, carriers, TPAs, and claims operations that already have volume and want more throughput without adding more manual handoffs.
You are likely a strong fit if:
- Submissions, quote requests, claims notices, or service requests still arrive through messy inboxes
- Account managers spend too much time chasing missing forms, loss runs, COIs, driver lists, or underwriting details
- Renewal follow-up depends on spreadsheets, calendar reminders, and staff memory
- Policy, billing, and claims questions pull licensed staff away from higher-value work
- Your team uses Applied Epic, AMS360, HawkSoft, EZLynx, Guidewire, Duck Creek, or a similar insurance stack
- You want workflow help inside your current tools, not a disruptive software migration
If your book is growing but your service model still depends on manual intake, manual routing, and manual follow-up, there is likely margin and revenue trapped inside the workflow.
The fastest wins we usually find
Submission and quote request routing
A hot submission loses value every hour it sits in the wrong inbox.
We build intake workflows that read new submissions, extract key details, check completeness, enrich account information, score urgency, and route the request to the right producer, underwriter, or account manager.
The goal is simple:
- New opportunities classified on arrival
- Missing items flagged before a human starts work
- High-value accounts escalated quickly
- Every handoff logged with status and owner
For agencies and MGAs with steady submission flow, this can reduce intake triage by 8 to 12 hours a week and improve same-day response rates by 20 to 30 percent.
See the Submission Routing Demo →Inbound call capture and appointment booking
Missed calls turn into missed quotes, slower claims response, and frustrated policyholders.
We build phone workflows that answer quickly, capture the reason for the call, collect basic details, book the right appointment, text a confirmation, and escalate urgent claims or cancellation-risk calls to your team.
Your team gets a clean handoff:
- Who called
- What they need
- Whether it is urgent
- What was booked or promised
- Who should handle the next step
Many teams can reduce voicemail cleanup and scheduling back-and-forth by 5 to 10 hours a week while improving response time on quote, claims, and renewal calls.
See the Voice Booker Demo →Policyholder and account manager support
Licensed staff should not answer the same billing, COI, claim status, endorsement, and policy document questions all day.
We build support workflows that search approved policy documents, internal procedures, carrier guidelines, claims notes, and service history to draft cited answers or route the request to the right person for review.
Every response can include:
- A plain-English answer
- The source used
- Confidence level
- Suggested next step
- Escalation when the answer is sensitive
This can cut repetitive service-ticket handling by 20 to 30 percent while keeping humans in control of coverage, claims, and compliance-sensitive responses.
See the Support Agent Demo →Renewal, pipeline, and service backlog visibility
Renewals get risky when the team has to rebuild the truth from spreadsheets, inboxes, and AMS notes.
We build operating dashboards that pull from your AMS, CRM, carrier data, claims exports, call logs, and service queues to show where revenue, retention, and team capacity are leaking.
Each weekly view can show:
- Renewals inside 30, 60, and 90 days
- Accounts with missing renewal activity
- Open service requests by owner
- Stalled submissions and quotes
- Revenue at risk and recommended follow-up
The goal is fewer surprise non-renewals, cleaner producer follow-up, and better management visibility without another spreadsheet rebuild.
See the Executive Dashboard Demo →Your current tools stay in place
We build the workflow layer around your existing insurance environment.
Supported and common systems include:
Your AMS stays where it is. Your rating tools stay where they are. Your carrier workflows, claims systems, and document repositories keep their role.
We add the workflow layer that reads, routes, reviews, summarizes, and writes back when appropriate.
Three focused offers
Submission and Intake Acceleration System
For teams losing time to messy quote requests, incomplete applications, and manual triage.
Includes
- Submission intake mapping
- Email and form capture
- Document classification
- Completeness checks
- Opportunity scoring
- Routing rules
- Status dashboard
- Workflow handoff documentation
Best for
- Independent agencies
- MGAs
- Wholesalers
- Commercial lines teams
- High-volume quote desks
Service Request and Policyholder Support System
For teams buried in COIs, billing questions, endorsement requests, claim status checks, and routine policyholder messages.
Includes
- Ticket classification
- Policy and document search
- Drafted responses
- Source citations
- Human review queue
- Escalation rules
- Audit logs
- Optional updates back to AMS or CRM
Best for
- Account management teams
- Personal lines service teams
- Commercial lines service teams
- Carrier service centers
- TPA support teams
Renewal and Revenue Protection Dashboard
For insurance teams that need clearer visibility into renewals, pipeline, service backlog, and accounts at risk.
Includes
- Renewal pipeline dashboards
- At-risk account flags
- Open service queue views
- Producer follow-up lists
- Claims and loss summary views
- Weekly management narrative
- Recommended action summaries
Best for
- Agency principals
- Operations leaders
- Sales managers
- Retention teams
- Multi-location insurance groups
Start with one workflow. Prove the ROI. Expand from there.
You do not need a full AI transformation project to get value.
The safest path is to pick one painful workflow, automate it, measure the results, and then expand once the system proves itself.
Most insurance teams start with one of these:
- Submission intake and routing
- Quote request triage
- COI and service request handling
- Claims intake and escalation
- Renewal follow-up dashboards
- Policy and procedure knowledge retrieval
This keeps the first project focused, measurable, and easier to approve.
Typical engagement range
Most insurance workflow builds start with a focused pilot.
Starter Workflow Pilot
Best for one high-value workflow
$7,500 to $15,000
Insurance Workflow Buildout
Best for multiple workflows, teams, or locations
$15,000 to $40,000
Ongoing Optimization and Support
Best for teams that want continuous improvement, reporting, new workflows, and support
$1,500 to $7,500 per month
Final pricing depends on workflow count, system access, data complexity, routing rules, compliance needs, document volume, and whether the workflow writes back into production systems.
The first step is not a giant commitment. It is a workflow fit assessment that identifies the fastest path to measurable ROI.
What waiting costs
Manual insurance workflows do not just waste time. They quietly leak revenue and capacity.
Every month you delay:
- Producers wait longer for clean submissions and follow-up lists
- Account managers lose hours to repetitive service work
- Policyholders wait longer for answers
- Renewals depend on spreadsheet discipline and staff memory
- Urgent claims or cancellation-risk calls can sit too long
- Growth requires more hiring instead of better use of the team you already have
If your team is already at capacity, workflow automation is not a luxury project. It is how you create room to grow without simply adding headcount.
How the engagement works
Week 1: Find the highest-value leak
We review your submission process, service queue, renewal workflow, claims intake process, reporting flow, or knowledge retrieval process.
You get:
- Workflow map
- Automation opportunity ranking
- KPI targets
- Fixed-scope recommendation
- Implementation plan
We define success before building anything.
Week 2: Build against your real workflow
We connect to the systems, documents, exports, inboxes, forms, policy files, routing rules, or reporting data needed for the selected workflow.
We build around your actual process, not a generic insurance template.
Week 3: Test, tune, and review
We run real historical examples through the workflow in staging. For intake and service workflows, this can include prior submissions, claims notices, COI requests, endorsement requests, and renewal follow-up examples.
You see:
- Accuracy results
- Exceptions
- Failure cases
- Confidence thresholds
- Review queue behavior
- Estimated time savings
Nothing goes live until the workflow is validated.
Week 4: Deploy, monitor, and support
We deploy the workflow, train the relevant users, monitor initial results, and support the first production cycle.
You get:
- Production workflow
- Dashboard or review queue
- Documentation
- Admin handoff
- 30 days of support
- Recommendations for the next workflow
Most builds are designed to pay back in 6 to 8 weeks of live use, depending on volume, labor cost, workflow scope, and how much producer, account manager, or service team time is recovered.
Built for sensitive insurance workflows
Insurance workflows carry personal, financial, health, claims, and coverage data. The system has to be controlled, auditable, and reviewable.
Our systems are designed around:
- Least-privilege access
- Encrypted data in transit and at rest
- Human review thresholds for coverage and claims-sensitive outputs
- Audit logs for AI-assisted decisions
- Source-grounded answers from approved documents
- Client-owned cloud deployment when required
- Role-based access by team, book, branch, or carrier relationship
- Controls designed around GLBA, state insurance privacy rules, SOC requirements, and HIPAA considerations where applicable
For teams handling PII, PHI, claims records, payment data, producer data, or carrier-sensitive information, we design the implementation around your security and compliance requirements from the start.
Example outcomes
| Workflow | Before | After |
|---|---|---|
| Submission intake | Emails, PDFs, and forms reviewed manually | Complete requests routed, missing items flagged |
| COI and service requests | Account managers sort every message by hand | Routine requests classified, drafted, and queued for review |
| Claims intake | Phone notes and emails create slow handoffs | Structured intake, urgency flags, and clear owner assignment |
| Renewal follow-up | Spreadsheet lists and calendar reminders | At-risk renewals surfaced with next actions |
| Management reporting | AMS exports and manual pipeline summaries | Live dashboard with weekly operating narrative |
Why MVP.dev
MVP.dev builds AI business operating systems, internal tools, and automation layers for companies that need real operational outcomes, not AI experiments.
You get:
- 25 years of software architecture and delivery experience
- AI automation strategy and implementation under one roof
- Practical systems built around existing workflows
- Human-in-the-loop design where accuracy matters
- Clear KPIs before development starts
- Production-minded delivery, not prototype theater
The goal is not to impress your team with AI.
The goal is to give them time back, reduce operational drag, and help the business produce more revenue and service capacity with the people and systems it already has.
Building the operating playbook too?
Our partners at osforyour.business/insurance cover the org-design, process, and people side of running a modern insurance business. We handle the execution layer that makes it run, so the system they help you design actually delivers the hours back.
Frequently Asked Questions
How much time or money can this save?
It depends on volume, but insurance teams usually find the fastest savings in submission intake, service requests, renewal follow-up, and reporting. A small agency may reclaim 8 to 15 service hours per week. Larger agencies, MGAs, and claims teams may save $2,500 to $10,000 per month in recovered staff time, faster response, and reduced backlog. During Week 1, we define the target KPIs before the build starts.
Will this work with our AMS or policy system?
Yes. We build around your current systems and data. That can include Applied Epic, AMS360, HawkSoft, EZLynx, Guidewire, Duck Creek, Salesforce, document repositories, inboxes, forms, spreadsheets, and carrier exports. The workflow is designed around how your team already works.
Will this replace Applied Epic, AMS360, HawkSoft, Guidewire, or our rating tools?
No. The goal is to improve the workflow around your current stack, not force a migration. Your AMS, policy system, claims platform, rating tools, and carrier portals stay in place. The automation layer reads, routes, summarizes, and writes back only where appropriate and approved.
Can this handle different lines of business?
Yes. Personal lines, commercial lines, benefits, life and health, claims, and specialty programs can each have different intake fields, routing rules, review thresholds, and dashboards. We do not force every line into one generic workflow.
Is AI making coverage or claims decisions?
No. The system can classify, summarize, draft, route, and recommend next steps, but coverage, claims, binding, and compliance-sensitive decisions stay with the appropriate licensed or authorized person. Human review thresholds are built into the workflow.
Is this secure enough for policyholder and claims data?
We design the system around your security and compliance requirements. That can include encryption, audit logs, least-privilege access, role-based access, client-owned cloud deployment, source trails, retention rules, and controls aligned with GLBA, state privacy requirements, SOC expectations, and HIPAA considerations where applicable.
What is the first step?
Start with a workflow fit assessment. We identify the workflow with the highest ROI potential, estimate the time or revenue impact, and recommend a focused pilot. You will know what should be built, why it matters, what it should cost, and how success will be measured before committing to a full implementation.
Get the hours and revenue back
If your insurance team is still relying on manual intake, inbox triage, spreadsheet renewals, repetitive service replies, or manual reporting, there is likely a faster way to run the operation.
MVP.dev can help you identify the highest-value workflow, build the automation layer, and deploy it inside your current insurance stack.
Get a Workflow Fit Assessment See the Insurance Automation Demos