Autonomous AI across L&H workflows
Notch runs new business, servicing, and claims workflows on top of the policy administration systems you already own, including legacy platforms and desktop applications. Every action logged and traceable for state-level compliance, with the first agent live in weeks.
Agent Use Cases
Real-world agents for new business, servicing, and claims
Close every outstanding requirement without a person chasing it
An application arrives not in good order and the case stalls. Someone emails the advisor, calls the physician's office, waits a week, and follows up again. Notch checks the file against your good order rules, identifies what is missing, and pursues each item until it closes.
Validates applications against your own good order rules
Requests missing items from advisors and applicants directly
Follows up until every requirement closes, then routes the case
Answer product and rider questions without escalating them
Product specifications, rider availability, state variations, and suitability rules live across manuals, filings, and spreadsheets. New business and service teams escalate because the answer is hard to locate. Notch answers from your own documents, cited to manual and page.
Answers product, rider, and state variation questions cited to source
Compares policy versions and flags changed provisions
Leaves every answer traceable for audit and market conduct review
Handle policyholder and advisor requests across every channel
Beneficiary changes, address and billing updates, premium questions, claim status, and death notice intake. High volume, individually routine, and the reason service queues exist. Notch handles them over voice, chat, and email, then executes the update in your admin system.
Handles beneficiary, billing, and address changes end to end
Takes death notice and claim intake over voice and digital
Executes updates directly in legacy policy admin systems
Real results
Notch in numbers
“You need to be able to explain every decision it makes, keep it under control, and trust that it's consistently accurate. Notch has created a system that does just that."
Gil Tamir
Deputy CEO & Director of Innovation and Technology, Phoenix Insurance
“A submission goes from one inbox to the next. Someone makes an update in Excel, uploads it, forwards it to another inbox. We were tired of the disconnect, so we turned to Notch.”
Customer Testimonial
Commercial P&C carrier
20M+
Interactions in production
4.87/5
Policyholder CSAT
OUR SOLUTIONS
Tailor Made for L&H
Customer-Facing Agents
Voice, chat, and email agents that handle beneficiary, billing, and address changes, answer premium and claim status questions, and take death notice intake, without a service rep picking up the phone.
Internal Intelligence Agents
An AI coworker for new business and service teams that answers product, rider, and state variation questions against your own manuals and filings, compares policy versions, and cites every answer to source.
Back-Office Agents
Agents that handle the document work behind every submission, from ACORD, SOV, and loss run extraction to surplus lines filing, diligent search documentation, and policy issuance, so nothing sits in a queue waiting on a person.
AUTONOMOUS ORGANIZATION
Autonomous AI for operations leaders ready to turn complexity into advantage.
Deployed in weeks. Autonomous in months. Compounding for years.
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Deliver better outcomes across every metric that matters
Get more done across every channel, system, and workflow.
Decouple revenue growth from operational cost.
Every action governed, traceable, and audit-ready.