# Elygent for Insurance

Accelerate underwriting, claims and renewals

Connect risk, policy and claims data with agents that help insurers advance underwriting, deliver claims service and retain valuable relationships.

Core data: Risk submissions and exposure details · Policy terms and premium records · Claims evidence and loss histories · Broker, policyholder and renewal records

Turn risk expertise into written premiums, trusted claims service and renewals.

Premium opportunities stall in submissions while fragmented claims and renewal information weakens service. Elygent connects that information with agents that move underwriting, claims and relationships forward.

## AI workflows to transform

### Move submissions to underwriting

Operating pain: Underwriters lose quoting time assembling submissions and chasing missing risk information.

Agent execution: AI agents read submissions, enrich risk information and route referrals, giving underwriters a complete decision package.

Accepted output: Quote-ready submissions with fewer review loops.

Business value: Turn qualified submissions into premium-generating business sooner.

Decision owner: Underwriters approve risk acceptance and terms.

AI capability: Extract risk details and summarize submissions for underwriter review.

Implementation limits: Access, data quality, output testing and human authority are qualified during implementation.

Research source IDs: in-salesforce

### Move claims toward resolution

Operating pain: Claims teams repeat evidence checks while customers wait for settlement decisions.

Agent execution: AI agents gather claim evidence, check policy context and prepare recommendations, then coordinate approved next steps.

Accepted output: Reviewed claims ready for authorized settlement.

Business value: Deliver the insurance promise and preserve customer confidence.

Decision owner: Claims professionals retain coverage and payout decisions.

AI capability: Interpret claim evidence against policy context and draft next steps.

Implementation limits: Access, data quality, output testing and human authority are qualified during implementation.

Research source IDs: in-allianz, in-salesforce

### Keep renewals moving

Operating pain: Renewal dates approach while brokers chase updates across disconnected policy systems.

Agent execution: AI agents assemble renewal context, request updates and prepare options, then coordinate approved broker and policyholder follow-up.

Accepted output: Complete renewal packages and recorded follow-through.

Business value: Protect renewal opportunities and strengthen lasting policyholder relationships.

Decision owner: Licensed teams approve terms and recommendations.

AI capability: Synthesize renewal context and draft relevant broker and policyholder follow-up.

Implementation limits: Access, data quality, output testing and human authority are qualified during implementation.

Research source IDs: in-salesforce

## Measure the operating change

- Submission-to-quote time
- Claim resolution time
- Renewal retention rate

## Implementation and transformation

Elygent connects insurance systems and specialist workflows, implements agents across the work and operates the service against agreed delivery measures.

### 1. Simplify the workflow

Find the bottleneck. Remove waste and agree the baseline.

### 2. Connect the foundation

Make your data, knowledge and systems usable by agents.

### 3. Deploy and enable

Build agents, test exceptions and train the people using them.

### 4. Operate and improve

Measure completed work, improve throughput and expand what works.

Illustrative AI implementation opportunities. Scope, access, controls and acceptance are agreed per engagement; these are not verified Elygent customer results.

## Implementation details

From bottleneck to working agents

Custom AI agents, team enablement and accelerated delivery turn a redesigned workflow into a working service. The implementation is tested against your systems, controls and acceptance standard.

Where we start: Your core data, existing systems and a valuable operating bottleneck.

What we implement: An implemented agent workflow, enabled people and measured operating outcomes.

### Simplify the workflow

Source records: Current work, policies and baseline.

Output: A simpler workflow with agreed success measures.

Owner: Process owner and Elygent team.

### Connect the foundation

Source records: Approved data, knowledge and system access.

Output: Trusted context and qualified system connections.

Owner: Data owners and implementation engineers.

### Deploy and enable

Source records: Test cases, review paths and working methods.

Output: A validated agent workflow and an enabled team.

Owner: Elygent engineers and your team.

### Operate and improve

Source records: Accepted outputs, turnaround and exceptions.

Output: A measured operating service with approved improvements.

Owner: Service owner and Elygent team.

### Foundation for execution

#### Risk submissions and exposure details

Qualify ownership, permitted access, quality and business context before connecting.

#### Policy terms and premium records

Qualify ownership, permitted access, quality and business context before connecting.

#### Claims evidence and loss histories

Qualify ownership, permitted access, quality and business context before connecting.

#### Broker, policyholder and renewal records

Qualify ownership, permitted access, quality and business context before connecting.

### Agreed measures

Measurement definitions to agree and baseline per engagement; no achieved performance is claimed.

#### Submission-to-quote time

Elapsed time between the agreed start and accepted completion of the workflow.

Unit: Time

Compare with the baseline while preserving quality and required review.

#### Claim resolution time

Elapsed time between the agreed start and accepted completion of the workflow.

Unit: Time

Compare with the baseline while preserving quality and required review.

#### Renewal retention rate

Renewed eligible policies divided by all eligible renewals, multiplied by 100.

Unit: %

Compare with the baseline while preserving quality and required review.

Elygent OS supports connected knowledge and approved learning behind the workflow.

### Questions about implementation

#### Do we need to replace our systems?

Start with your existing workflow and qualify the connections. Data and context are prepared around it; system access and supported actions are agreed before deployment.

#### How do we know the work improved?

Baseline turnaround, completed work and review effort. Test the new workflow, measure accepted output in operation and expand only after the result is validated.

## Research behind the AI use cases

Documented AI use cases elsewhere in the industry; these are not Elygent customer results.

- in-allianz: [Allianz — When the storm clears, so should the claim queue](https://www.allianz.com/en/mediacenter/news/articles/251103-when-the-storm-clears-so-should-the-claim-queue.html) — Project Nemo launched in Australia in July 2025 for low-complexity food-spoilage claims. Allianz reports faster processing with final payout decisions made by claims professionals; that scope and performance cannot be generalized or attributed to Elygent. Published: 2025-11-03. Updated: not stated. Evidence: Named insurer-reported production deployment. Accessed 2026-10-05.
- in-salesforce: [Salesforce — Agentforce 360 for Insurance Carriers and MGAs, FY27 datasheet](https://www.salesforce.com/en-us/wp-content/uploads/sites/4/Forms/FY27-A360-for-Insurance-Carriers-and-MGAs-Datasheet.pdf) — Current FY27-labelled datasheet describes submission triage, underwriting referrals, claims intake, policyholder service and renewal/churn context. The proposed renewal sequence is Elygent synthesis; no exact publication date is stated and its performance figures are not adopted. Published: not stated. Updated: not stated. Evidence: Documented vendor product workflows. Accessed 2026-10-05.

Canonical page: https://elygent.ai/industries/insurance

Implementation approach: https://elygent.ai/how-we-work

Services: https://elygent.ai/services

Security and control: https://elygent.ai/security

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