Claude agents for insurance brokers.
Contract analysis across all portfolios, one method, training per site. Where five sites had five methods, 120 trained staff see the same risks. Rollout eight weeks plus retainer.
Why insurance brokers automate now.
The typical insurance broker with 120 staff and five sites has a multiplication problem: contract analysis across portfolios used to mean five Excel templates, five orderings, five risk definitions. Risks stay hidden because no one has the overview. A site change costs two weeks of onboarding.
What changes after a rollout: Rita reviews every contract with the same method, lists prioritised risks, writes a justification per risk flag. Per-team training, escalation runbook, handover to in-house IT. Eight-week rollout, then retainer for new workflows and escalations. 120 staff trained, 100 percent risk coverage instead of 60.
Compliance here is not a side concern, it is a design goal: Anthropic Claude on-prem for highly sensitive portfolios, EU region for standard processes, DPA plus extra technical and organisational measures per VAG. Audit trail per contract review, full handover to the compliance owner.
Contract analysis across all portfolios.
Contract analysis across all portfolios used to mean: every site does it differently, things get missed, risks stay hidden. We need one method every adviser can use.
Every site its own method
Five sites, five Excel templates, five orderings. Risks stay hidden because no one has the overview.
120 trained staff
Rita reviews every contract with the same method and lists prioritised risks. Per-team training, escalation runbook, handover to in-house IT.
Other services that fit these cases.
The five use cases rest on the same patterns. Service packages combine modularly.
Scaling across sites
Eight weeks, all prioritised workflows, per-team training, IT handover.
Operations retainer
Monthly monitoring, escalation on demand, new workflows when prioritised.
Audit-Pattern mit Policy-Check
Wie ein Agent mit Policy-Check und API-Integration Audits beschleunigt. Übertragbar auf Vertragsanalyse.