Skip to content
AEKO

Supported workflows. Not a published product.

Insurance

Prepare one insurance workflow, with accountable teams still deciding.

Agents assemble the dossier from the systems you already run. Policy, claims, CRM, and document systems stay systems of record. Claims approval, fraud findings, underwriting, pricing, coverage, and payouts stay with people.

Insurance team working across files, a claims system, and documents

Buyers

These buyers do not share the same workflow.

Claims, policy operations, underwriting, fraud review, customer service, and IT each carry a different piece of the work. Aeko names the roles to bound the first process, not to claim one Agent covers all of them.

  1. 01

    Claims

    The claim arrives with scattered evidence. The team must decide whether the file is ready to rule on. That is not an underwriting dossier.

  2. 02

    Policy operations

    Service requests, endorsements, and certificates cross the CRM and the policy system. Coverage is not a payout.

  3. 03

    Underwriting

    Underwriting gathers risk evidence before it accepts, declines, or prices. The Agent prepares. The underwriter decides.

  4. 04

    Fraud review

    Fraud review receives the suspicious cases and owns the finding. The Agent routes. It does not rule.

  5. 05

    Customer service

    Customer service handles certificate, address, and cover requests. That is not a payment decision.

  6. 06

    IT

    IT owns the systems the workflow crosses: policy, claims, CRM, documents. Not the operating judgment.

Handoffs

Where insurance work changes hands.

The stall is not a missing application. It is a dossier rebuilt at every handoff.

  1. 01

    Claims evidence

    Pieces arrive without enough context for the team to decide.

  2. 02

    Policy system

    Endorsements and certificates are rebuilt between screens.

  3. 03

    CRM

    The CRM holds the exchanges. It does not hold the rules the team still applies by hand.

  4. 04

    Documents

    PDFs, mail, photos, and expert reports travel beside the system of record.

  5. 05

    Risk file

    Underwriting evidence lives in separate sources.

  6. 06

    Expert knowledge

    Useful thresholds still live with experienced people. The systems do not express them.

Workflows

One dossier. One boundary. Context that remains.

No insurance product is published. Claims evidence preparation, document review, policy service, renewal, underwriting, and suspicious-case routing follow the same rhythm, without invented results.

Claims evidence preparation

Supported workflow. Not a published product.

  1. 01Claim notice, photos, policy file, prior claim history
  2. 02The Agent packs the evidence file and flags missing pieces
  3. 03The claims team decides whether the file is ready to rule on
  4. 04The approved decision strengthens Company Brain. The claims system stays the record.

Document and image review packets

Supported workflow. Not a published product.

  1. 01PDFs, photos, expert reports, mail attachments
  2. 02The Agent groups documents and images into a review packet with gaps marked
  3. 03The reviewer accepts, rejects, or asks for more evidence
  4. 04The accepted packet updates Company Brain. The document system stays the record.

Policy-service requests

Supported workflow. Not a published product.

  1. 01Address change, coverage question, certificate request, CRM note
  2. 02The Agent prepares the service file against the policy system
  3. 03Policy operations decide what may change
  4. 04The approved change is entered in the policy system. Company Brain keeps the rule.

Renewal preparation

Supported workflow. Not a published product.

  1. 01Expiring policy, claims history, CRM notes, current cover
  2. 02The Agent assembles a renewal file with exceptions marked
  3. 03The accountable underwriter or operations owner decides the offer
  4. 04The accepted renewal is written to the policy system. Company Brain keeps the exception.

Underwriting evidence assembly

Supported workflow. Not a published product.

  1. 01Submission, questionnaires, loss runs, external documents
  2. 02The Agent assembles the risk evidence and lists what is still missing
  3. 03The underwriter decides acceptance, decline, price, and cover
  4. 04The underwriting decision is recorded in the policy system. Company Brain keeps the mapping.

Suspicious-case routing

Supported workflow. Not a published product.

  1. 01Claim, policy, unusual pattern, prior reviews
  2. 02The Agent routes a suspicious-case file to the named fraud owner
  3. 03Fraud review issues or withholds the finding
  4. 04The finding updates Company Brain. The claims system stays the record.

Company Brain

Company Brain keeps the insurance context.

This is not another wiki. It is operating context the Agent reuses: mappings, rules, owners, and corrections already approved.

  • Policy and policyholder mappings01
  • Required claim evidence02
  • Policy-service rules03
  • Fraud escalation thresholds04
  • Underwriting mappings05
  • Previous corrections06
  • Approval owners07
  • Policy, claims, CRM, and document systems08

Human boundary

The human decision stays visible.

The Agent prepares the dossier. Sensitive actions stop. The boundary is written, not implied by color.

  • Claims approval stays with people.
  • Fraud findings stay with people.
  • Underwriting stays with people.
  • Pricing and coverage stay with people.
  • Payouts stay with people.
  • Policy, claims, CRM, and document systems remain systems of record.

Workflow review

Bring one claims evidence preparation workflow.

In 30 minutes Aeko maps the source evidence, the Agent work, Company Brain, and the decision that must stay with your team.

Book a claims evidence preparation review