All industries

Insurance

Connect the work behind every risk decision.

Bring insurance operations, reinsurance, actuarial analysis, and trusted data into a clearer operating picture for carriers and MGAs.

Discuss your industry priorities
INDUSTRY CONTEXTInsurance
01Capture the policy eventPolicy operations
02Reconcile downstream effectsData and domain owners
03Review the exceptionAuthorized specialists
04Accept the business recordOperations and finance

Technology connected to accountable decisions

WHO WE WORK WITHLife & P&C carriersMGAsInsurance operationsActuarial & reinsurance teams

BUSINESS USE-CASE CATALOG

60 ways to improve insurance, reinsurance, and actuarial work.

38 insurance operations use cases, 10 reinsurance use cases, and 12 AI actuarial use cases, including legacy administration and API enablement.

INSURANCE EXPERTISE. ONE TRANSFORMATION PARTNER.

Explore AegisNow capabilities

Explore each discipline with a detailed slideshow, an English PowerPoint and a LinkedIn-ready PDF.

Illustrations — AegisNow presentation cover

Illustrations

Explore Whole Life, UL, VUL, IUL, disability, long-term care and annuities, with nine sample reports, product calculations and AI-assisted explanations.

67 slides · English

View presentation
PowerPointPDF

THE BUSINESS CONTEXT

Understand the work before changing it.

Insurance performance depends on the meaning of information as it moves between underwriting, policy administration, claims, reinsurance, actuarial and finance. A policy event can change premium, reserves, cessions and reports on different schedules. Genellipse connects these dependencies with stable interfaces, consistent data definitions and accountable review. AegisNow supports the insurance, reinsurance and actuarial story, while data and AI capabilities are introduced within a clear operating boundary.

PRACTICAL USE CASES

Where better information can help.

01

Underwriting & claims workflows

Connect submissions, supporting documents, policy context, and claims information. Identify opportunities for assisted review and process automation within defined authority limits.

02

Reinsurance & reconciliation

Bring treaty information, cessions, recoveries, and financial records into a consistent review process. Make ownership and exceptions visible across operational and finance teams.

03

Actuarial & portfolio insight

Organize model inputs, assumptions, and results for pricing, reserving, and portfolio review. Connect analysis with source information and recorded review steps.

04

Legacy policy administration and API enablement

Map policy events, product rules, batch dependencies and downstream financial consequences before exposing legacy capabilities. Introduce controlled APIs, reconciliation and recovery so modernization can proceed without losing the integrity of the policy record.

05

Closed books, conversion and integration

Reconcile policy populations, balances, benefit rules and history during consolidation or migration. Run representative cases through parallel validation, record exceptions and require business acceptance before cutover.

06

Insurance evidence and operating value

Connect the cost of handling a case to its accepted outcome. Track rework, unresolved claims or policy exceptions and the effort required to reproduce a financial number; preserve professional authority over policy interpretation and actuarial conclusions.

FROM INFORMATION TO AN ACCEPTED OUTCOME

Follow the decision.
Make every handoff visible.

A practical operating model connects source information, specialist judgment and a confirmed result. Select a stage to explore the work and its accountable owner.

SELECTED STAGE

Capture the policy event

Identify the authoritative policy record and effective date of the change.

Authority stays explicit

Insurance operations, claims, underwriting and actuarial specialists retain professional decisions. Finance approves material adjustments; data owners confirm the source population and reporting basis.

The evidence chain

Policy event → reconciled downstream effects → specialist approval → accepted financial and reporting record

Illustrative operating model, not a customer result or a claim of regulatory approval.

SHAPE THE ENGAGEMENT

A focused place to begin.

The scope can include the following. Agree the priorities, responsibilities, and acceptance criteria around your specific environment.

  • A selected insurance workflow and its decision points
  • Source and integration map across relevant systems
  • Review, authority, and exception-handling requirements
  • A bounded MVP with operational and analytical measures

ILLUSTRATIVE ENGAGEMENT

What this could look like.

A retrospective policy correction changes the premium basis after reinsurance reporting has been prepared. The workflow identifies affected records, compares the relevant snapshots and prepares the adjustment for specialist review. The approved correction is reconciled across policy, reinsurance and finance records.

Illustrative scope, not a customer case study or a promised outcome.

Your team’s role

Insurance operations, claims, underwriting and actuarial specialists retain professional decisions. Finance approves material adjustments; data owners confirm the source population and reporting basis.

An MVP within 6 weeks

Choose one bounded process for an MVP within six weeks after access, representative data, decision owners and acceptance criteria are ready. Expand through separately accepted stages.

How Genellipse products fit

Genellipse combines industry process design, integration and data engineering with relevant platform capabilities. GeneData provides the governed data foundation; Cortex AI can assist approved workflows; GeneSecure and GeneComply can support the security and control-evidence requirements agreed for the engagement.

Discuss your requirements

FROM PRIORITY TO PRACTICE

A clear path
through the work.

Start with an agreed scope. Connect business decisions, implementation, and the people who will own the result.

01

Discover & define

Agree the business problem, users, current baseline, and constraints. Identify the systems, information, and owners needed for a useful first scope.

02

Design & validate

Map the workflow, integration, and controls. Test the proposed approach with representative inputs and agree how the team will judge the result.

03

Build & introduce

Deliver the agreed capability in manageable increments. Include user feedback, documentation, training, and the decisions needed for a controlled rollout.

04

Operate & improve

Review adoption, reliability, quality, and cost against the baseline. Refine the workflow and decide what to expand using evidence from actual use.

COMMON QUESTIONS

Details that help
you decide.

Explore the scope, practical considerations, and a useful starting point for your team.

Where does AegisNow fit?

AegisNow is the dedicated platform for insurance operations, reinsurance, and actuarial work. GeneData can support the data foundation, while AI and compliance capabilities can be evaluated for specific supporting workflows.

Can we begin without replacing a policy system?

An initial engagement can focus on a process, analytical use case, or data flow around existing systems. The architecture assessment should identify what must connect and whether any system change is necessary.

What is a useful first use case?

Choose a recurring process with accessible information and a clear review owner, such as document intake, claims review support, reinsurance reconciliation, or a repeatable actuarial analysis. Define success using both operational effort and decision quality.

LET’S TALK ABOUT YOUR PRIORITIES

Bring one challenge. Find a useful starting point.

Tell us about the process, the people involved, and what you want to improve. We can explore the scope, dependencies, and a practical next step together.

Discuss your use case