Insurance · Underwriting
Agentic AI for commercial insurance underwriting
Worked with a global insurance software provider to turn a tedious, time-consuming underwriting workflow into a multi-agent system — document processing, risk analysis, evaluations, observability, and human-in-the-loop review. This system automates substantial portions of submission intake and analysis while keeping underwriters in control of every decision.
Multi-agent orchestration
ACORD form & loss-run data
Evals & observability
Human-in-the-loop
Responsible AI
Financial services · Core banking
Real-time assistant for core banking
Worked with a banking software provider to create an embedded agentic assistant for tellers that assesses directional risk on everyday transactions — grounded in a financial institutions own policies and guidelines, with human-in-the-loop controls, security guardrails, and quality evaluations built in from day one.
Multi-agent reasoning
Business Guidelines
Security guardrails
Human-in-the-loop
Responsible AI
Asset management · Sales intelligence
Intelligent product recommendations and insights for wealth advisors
Worked with a global investment management company to build an AI-powered recommendation and prioritization engine for their sales and distribution platform. It helps sales professionals cut preparation time, prioritize the right opportunities, and surface timely, relevant insights. After a multi-month pilot it rolled out to U.S. distribution and materially improved sales effectiveness, with reduced manual effort and improved quality of client interactions.
Recommendation systems
Cold-start modeling
Sales enablement
Dynamics 365
Machine learning