AI coworkers for financial institutions
Coworkers for the work between quote and claim.
Sales, policy and claims teams get coworkers that move census, endorsements and claim facts between employers, brokers and carriers.
Open roles in insurance.
Each coworker reports to a named person. Pick one to read the posting.
Its first week: who does what.
Follow Meridian Logistics through the job. Your people own the calls. The coworkers carry everything in between.
It logs in to the systems you already run.
No new software for your team to learn. Its badge decides what it can do in each system. Pick one to see what the coworkers do there.
It logs in to the systems your insurance teams already run.
Its badge decides what it can do in each one. 3 coworkers on this page: Insurance Sales Operations, Claims Settlement, Policy Manager.
HRMS & payroll
Live integrations
Insurance Sales OperationsClaims SettlementPolicy ManagerSystems of record
4 categoriesDistribution & quoting
4 categoriesFeeds & portals
4 categoriesDocuments
1 categoryIts references, from production.
Open any story for the record behind it.
Banking · India
< 24 hrs
Corporate account activation, down from days
HDFC Bank: corporate account activation, down from days
Case study · Corporate Onboarding coworker
See the record
Insurance · India
45%
Faster group health quotes, with 25% higher value per account
Acko: faster group health quotes, with 25% higher value per account
Case study · Quoting coworker
See the record
Lending · India
70%
Less time to appraise credit, each memo in under 40 minutes
Aditya Birla Finance: less time to appraise credit. Each memo in under 40 minutes
Case study · Underwriting coworker
See the record
Care Health
Insurance · India
50-70%
Shorter employer onboarding for group health
Care Health: shorter employer onboarding for group health
Case study · Compliance coworker
See the record
US 401(k) platform
Retirement · United States
Live
Running 401(k) plan operations in production
US 401(k) platform: our first US coworker runs 401(k) plan operations in production
Case study · 401(k) coworker
See the record
Named results are production deployments in India. The US customer is anonymised.
Questions you’d ask about any new hire.
The ones HR, IT and risk teams usually ask first. Open any label.
Which jobs does it cover?
Three roles: group quoting, from census to quote; policy administration, for joiners, leavers and endorsements; and claims settlement, for employer statements and eligibility.
Who prices the exceptions?
How does it keep rosters current?
Does it pay claims?
