Consolidate policy data from each insurer
Collect new, changed, and cancelled policies from each insurer into the CRM's customer register. AI suggests which records are the same customer; staff confirm.
The problem today
Each insurer provides policy data in a different format through a different route, and staff copy new business and changes into the customer register by hand. The same customer is registered differently at each insurer, so matching records takes time.
The workflow in Kitewell
- Get yesterday's new, changed, and cancelled policies through the insurers' shared gateway or each insurer's systemWeb
- Convert each insurer's format into a common oneAutomatic
- AI suggests matches with existing customersAI judgment
- Staff check matches made with low confidenceHuman task
- Update the customer register and record the resultAutomatic
What AI does
Judges whether a record is an existing customer from name variants in kana and kanji, address spellings, date of birth, and phone number, with a confidence for each match.
Where people decide
Staff check only matches made with low confidence.
Features used
What a PoC checks
- How policy data can be obtained from each insurer: the shared gateway, data download, or screen operation
- Whether your agency agreements and each insurer's system rules allow automated screen operation
- Whether match judgments meet your standards
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
Related use cases
Find expiring policies and send renewal notices
Collect expiring policies through the insurers' shared gateway or agency systems, and draft renewal notices showing what changed. Coverage changes are flagged.
Draft comparison explanations and records
When a multi-insurer agency recommends a product, AI drafts the quote comparison and the reason. Staff edit it before explaining it and keeping the record.
Enter an Excel list into a web system
For each row of an Excel list of orders, AI enters it into a web system and writes the receipt number back into the row. Only failed rows are redone.