Insurance
AI that underwrites decisions, not just documents
Datafi connects policy administration, claims platforms, CRM, and document stores into one operating system, so every employee can find evidence, decide, and act.
Insurers aren't short on data. AI stalls because policy, claims, and distribution data live in separate worlds.
Fragmented Insurance Data
Policy administration, claims platforms, CRM, document management, and third-party feeds each hold a piece of the truth, so underwriters and adjusters never see account history and coverage terms together.
Every Decision Requires Manual Assembly
Underwriters, adjusters, and actuaries spend hours gathering data across systems, and by then the binding window has closed or the claim has escalated.
AI Experiments That Don't Scale to Regulated Work
Pilots summarize adjuster notes or extract submission fields, but they can't reason across underwriting, claims, and finance inside the governance regulators require.
The Operating System
An operating system that turns AI from pilot to enterprise capability
A vertically integrated data and AI stack that provides trusted context, safe autonomy, and an interface that underwriters, adjusters, and actuaries actually adopt.
1 unified
Data Experience
Policy, claims, distribution, and financial data connected in a single governed interface
100% auditable
By Design
Role-based access, audit trails, and policy enforcement across every AI interaction with regulated data
Every role
Enterprise Wide
Underwriters, adjusters, actuaries, distribution teams, operations leaders, and compliance officers
Hours→ minutes
Context Assembly
From manual data gathering across systems to instant, governed access grounded in complete business context
Use Cases
AI agents that produce insurance outcomes, not just answers
Each workflow delivers a tangible business artifact: a decision packet, a triage routing, a proposal brief or a scenario report. Every one is governed, auditable and ready for action.
Underwriting & Risk Selection
Give every underwriter superhuman access to risk context
Every risk decision means assembling submissions, extracting exposure details, checking completeness, and reviewing account history. Datafi runs that assembly as an agentic workflow and hands the underwriter a complete, governed decision packet.
Automated submission intake, parsing, and field extraction
Risk signal analysis from historical loss data and comparable accounts
Completeness checking with automated follow-up generation
Underwriting decision packets assembled and ready for review
Claims Triage & Decision Support
Route every claim to the right outcome, faster
Every claim needs classification, severity assessment, coverage verification, and routing across handlers and systems. Agents triage at intake and route to straight-through processing, a specialist, or fraud review, so adjusters spend their time on judgment.
Automated claim classification by type, complexity, and line of business
Severity scoring with coverage term verification
Intelligent routing: STP, specialist assignment, or fraud review
Adjuster decision briefs with supporting evidence and recommended next actions
Enterprise-Wide Impact
Every role in insurance, operating with superhuman ability
Datafi gives every employee the ability to reason across the full business context, run multi-step workflows, and produce real outcomes.
Underwriter
Reviews 3x more submissions with complete risk context assembled automatically
Claims Adjuster
Triages and routes claims in minutes with full coverage and history context
Actuary
Runs scenario analyses across the full portfolio in hours, not weeks
Distribution Lead
Equips every agent with instant, policy-aligned product intelligence
Operations Leader
Monitors enterprise performance with AI-generated exception alerts and briefs
The Platform
A complete stack purpose-built for insurance
Every layer of the Datafi platform serves a role in turning AI from isolated experiments into enterprise-wide insurance capability.
Outcomes
Measurable outcomes, not perpetual pilots
Outcomes in insurance come from an operating system that connects underwriting, claims, and finance, and lets every employee find evidence and act on it, governed and auditable.
Faster Than Internal Builds
A vertically integrated platform replaces months of custom engineering with days to first use case.
More Capable Than Point Solutions
Datafi is a living operating system, so every new data source, agent, and workflow makes it more capable.
Broader Than Copilot-Style Tools
Personal copilots answer in isolation; Datafi reasons and acts across the full insurance business context.
Build AI into your insurance operating model
A practical, scalable path to faster underwriting and smarter claims decisions, powered by an operating system for business AI.