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AI-NATIVE SOLUTIONS FOR INSURANCE

AI prepares the work.Your people decide.

Broker material in. A cited record out. The same treatment holds for first notice of loss, coverholder bordereaux, wording versions, pre-bind underwriting and open claims: every value carries the document, page and passage it came from, anything unsupported is held in the open, and a named person decides.

Your underwriters, handlers, brokers and finance approvers keep decision authority.

Watch the film0:52 · Real product screens, fictional data

Real product screens with fictional and synthetic data. Music, no narration.

  1. A broker pack arrives.
  2. PorterIQ: From broker pack to reviewable record.
  3. PorterIQ: Check what the applicant declared.
  4. PorterIQ: Delivery recorded. Sources retained.
  5. One suite. Six products.
  6. Context DMS: Know which wording is current.
  7. Context Workbench: Review the risk. Resolve open questions.
  8. Context Claims: Coverage decided by the person with authority.
  9. RemitIQ: Check each figure against the broker's statement.
  10. AI prepares the work. Your people decide.
  11. Context.Insure: AI-native solutions for insurance.

BUILT FOR

  • Underwriting operations
  • Claims operations
  • Delegated authority teams
  • Specialty insurers
  • MGAs
  • Brokers handling document-heavy workflows

SEVEN WORKLOADS · SIX PRODUCTS

Open the work you came for.

Each workload opens the record a reviewer receives: every value with the document and page it came from, anything unsupported held in the open, and the named person who decides.

Submissions · via PorterIQ · lands in Context WorkbenchSee PorterIQ

First notice of loss · via PorterIQ · lands in Context ClaimsSee PorterIQ

Bordereaux · via PorterIQ · lands in Context Workbench and Context Claims by row typeSee PorterIQ

Wordings · worked in Context DMSSee Context DMS

Underwriting · worked in Context WorkbenchSee Context Workbench

Claims · worked in Context ClaimsSee Context Claims

Remittances · worked in RemitIQSee RemitIQ

AGENTS PREPARE THE RECORD · A NAMED PERSON DECIDES

DESIGNED REPRESENTATION · NOT A SCREEN RECORDINGSYNTHETIC DATA

SIX PRODUCTS · CHOOSE BY THE JOB

Choose a workflow to improve.

Choose a workflow to improve: submissions, wording, underwriting, claims, broker servicing or remittance reconciliation.

  • PorterIQ

    PREPARE THE INTAKE

    Extract facts from submissions, claims and loss runs, with references to the source.

  • Context DMS

    FIND THE WORDING

    Search documents, compare versions and review approved clauses.

  • Context Workbench

    REVIEW THE SUBMISSION

    Review the brief, resolve open questions and prepare the quote file.

  • Context Claims

    MANAGE CLAIM FOLLOW-UPS

    Review the loss, record decisions and assign follow-up tasks.

  • RemitIQ

    MATCH THE REMITTANCE

    Extract remittance lines, check the totals and export approved records.

  • BrokerIQPreview

    RUN THE BROKER BOOK

    Explore client records, assigned follow-ups and upcoming renewals.

REPRESENTATIVE PRODUCT VIEW

Inspect the work, not a confidence theatre.

A PorterIQ record as a reviewer sees it: every value with its source, anything unsupported held in the open, and the routing decision waiting for a named person.

Designed representation of PorterIQNot a screen recording · synthetic data

A FOCUSED WAY TO BEGIN

Prove one workflow. Earn the next.

Bring representative material, a named owner and a downstream destination.

ACCEPTANCE CRITERIA · WHAT THE FIRST WORKFLOW MUST PROVE

  1. 01
    Agreed inputs are read
  2. 02
    Every selected value is cited
  3. 03
    Exceptions stop safely
  4. 04
    Review is accountable
  5. 05
    Output reaches its destination
  6. 06
    Success is measured

WHERE IT PLUGS IN

Your systems of record stay authoritative.

Agree the seam and the data boundary before the first production record moves.

DELIVERY SEAM

Export, API, manual review or your policy workflow

Manual review is a valid first seam. Delivery counts when the destination acknowledges the record.

Four seams to define

DATA BOUNDARY

Six control areas, stated plainly

No invented badges, no hidden training assumption, no authority theatre.

What we scope to

SYSTEM OF RECORD

Policy, claims and finance platforms keep final authority

This is a governed layer around the systems you already run, not a replacement for them.

ADVANCED · AVAILABLE IN CONTEXT WORKBENCH

It can look. It cannot act.

A frontier model runs a multi-round investigation inside a closed, read-only tool menu. Bounded rounds, bounded budget, every call audited.

WHAT THE HARNESS CAN MAKE

Ask a question. Get artifacts you can check.

Reports, spreadsheets, forms and drafted correspondence, each figure traceable to the tool result that produced it.

LOOK

Read-only tools, bounded rounds and budget

Nothing changes.

DRAFT

Artifacts produced with provenance on every figure

Default deny. Nothing adopts itself.

SEND

Anything that leaves the building

A named person with authority, recorded.

BEGIN WITH ONE WORKFLOW

Bring the material that makes the job difficult.

We will define what arrives, what must be cited and where the approved record goes.

Request a workflow scoping call