01
Normalize the corpus first
OCR + layout-aware chunking on 220,000 documents, including scanned PDFs from acquired brokerages. Metadata tagged by product line, jurisdiction, and effective date.
Products / AI showcase
Enterprise RAG
Document intelligence
Search, summarize, and cite across contracts, SOPs, and regulatory filings — grounded in a permissioned knowledge base.
- Client
- Regional insurance carrier
- Industry
- Insurance & compliance
- Duration
- 11 weeks to pilot, 6 months to rollout
12 min
avg review, down from 4 hrs
220k
documents indexed
0
cross-tenant leakage in audit
01 · Problem
Where the team was stuck.
- 01Underwriters spent 40% of their week manually cross-referencing policy wordings against endorsements and state regulations.
- 02Legal review of new contracts averaged 5 business days — most of that time was reading, not deciding.
- 03Institutional knowledge lived in individual senior underwriters' inboxes and shared drives.
02 · Approach
How we built it.
Stack
- Anthropic Claude
- Pinecone
- OCR pipeline
- Okta SSO
02
Retrieval that respects permissions
SSO-scoped retrieval — an underwriter only sees passages from documents they're entitled to. No shortcuts, no leakage across business units.
03
Answers with citations, always
Every answer includes clickable citations to the exact page and paragraph. If the model can't cite it, it says so instead of guessing.
03 · Outcomes
What changed.
Legal review time dropped 78% on standard contracts. Underwriters report the tool as their first stop instead of Slack — the informal 'ask a senior colleague' step now goes to the system first, and to a person only when needed.
- 12 minavg review, down from 4 hrs
- 220kdocuments indexed
- 0cross-tenant leakage in audit
04 · Demo preview
Grounded search
Underwriter checking a niche endorsement question across multiple policy versions.
Book a live demosession preview · illustrative
User
Does our commercial auto endorsement CA-2118 cover hired vehicles in Quebec?
· Retrieved: CA-2118 (v2024.03) · Quebec regulatory bulletin AMF-2023-14 · Internal underwriting memo #U-812
AI
Yes, with two caveats. CA-2118 §4.2 extends coverage to hired vehicles in all Canadian provinces, but Quebec requires a supplementary declaration under AMF-2023-14 for rentals exceeding 30 consecutive days. Our internal memo U-812 (Mar 2024) confirms we file this automatically for policies bound after Jan 1, 2024.
User
Show me the exact wording of §4.2.
AI
From CA-2118 (v2024.03), page 7: "Coverage under this endorsement extends to any vehicle hired by the Named Insured for periods not exceeding one hundred and eighty (180) consecutive days, in any Canadian province or territory, subject to local regulatory requirements."
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