We start where the work is heaviest.
We focus on four industries where information still moves between systems by hand, and where every action has to stand up to review. These are the workflows agents usually take on first.
- 01BankingKYC, lending operations, payment exceptionsTemenos · FIS · Fiserv
- 02InsuranceFirst notice of loss, submissions, policy servicingGuidewire · Duck Creek · Sapiens
- 03HealthcarePrior authorisation, eligibility, denialsEpic · Oracle Health · athenahealth
- 04LogisticsFreight audit, customs, order entrySAP TM · Oracle OTM · CargoWise
Banking
Analysts re-key evidence and repair payments across core systems that were never built to talk to each other.
The control that matters
Maker-checker on every irreversible action, with model-risk documentation prepared for your second line.
Systems we operate
Temenos · FIS · Fiserv · nCino · Pega · Mainframe 3270
| № | Workflow | What the agent does · platform components |
|---|---|---|
| 01 | KYC & periodic review | Gather evidence from registries and internal systems, refresh the customer file and route real risk to an analyst.ExtractAutofilOrchestrate |
| 02 | Payment exceptions | Investigate rejected payments, repair the data and resubmit within limits — with maker-checker preserved.AutofilGovernance |
| 03 | Commercial loan onboarding | Populate the origination system and book facilities across core and collateral systems.ExtractAutofilOrchestrate |
| 04 | Account servicing | Apply address, mandate and beneficiary changes across every system of record.AutofilGovernance |
Insurance
Claims and submissions arrive by email and PDF, then wait for someone to retype them into a policy system built in another era.
The control that matters
Claims-authority limits enforced as policy; coverage and injury decisions always go to a handler.
Systems we operate
Guidewire · Duck Creek · Sapiens · Applied Epic · Broker portals
| № | Workflow | What the agent does · platform components |
|---|---|---|
| 01 | First notice of loss | Read the notice, open the claim, check coverage and assign the handler.ExtractAutofilOrchestrate |
| 02 | Submission intake | Extract broker submissions, clear the risk and stage the quote for an underwriter.ExtractAutofilOrchestrate |
| 03 | Policy servicing | Endorsements, cancellations and reinstatements across admin systems and broker portals.AutofilGovernance |
| 04 | Bordereaux reconciliation | Reconcile delegated-authority data against the ledger and flag the exceptions.ExtractAutofilInsights |
Healthcare
Administrative teams spend their days in payer portals that will never offer an API — and denials follow the delays.
The control that matters
Minimum-necessary access per Playbook; patient data stays in your environment and is never used for training.
Systems we operate
Epic · Oracle Health · athenahealth · Availity · Payer portals · Fax queues
| № | Workflow | What the agent does · platform components |
|---|---|---|
| 01 | Prior authorisation | Assemble the request from the chart, submit it to the right payer portal and track it to a decision.ExtractAutofilOrchestrate |
| 02 | Eligibility & benefits | Verify coverage before every scheduled visit and flag gaps early.AutofilConnect |
| 03 | Claim status & denials | Chase status across payers, correct and resubmit within policy.AutofilOrchestrateGovernance |
| 04 | Provider credentialing | Complete and maintain enrolment applications across payers.ExtractAutofilOrchestrate |
Logistics
One international shipment can touch dozens of documents and systems, and every keying error becomes a charge.
The control that matters
Dispute thresholds set by finance; declarations above value limits are held for a broker’s review.
Systems we operate
SAP TM · Oracle OTM · CargoWise · Descartes · Carrier portals · EDI
| № | Workflow | What the agent does · platform components |
|---|---|---|
| 01 | Freight invoice audit | Check every invoice against contracted rates and proof of delivery, and dispute within policy.ExtractAutofilGovernance |
| 02 | Customs declarations | Prepare entries from commercial documents and file them across customs platforms.ExtractAutofilGovernance |
| 03 | Order & ASN entry | Key orders and advance ship notices once, verified across TMS and customer portals.AutofilConnect |
| 04 | Loss & damage claims | Assemble the evidence and file carrier claims inside the deadline.ExtractAutofilOrchestrate |
Don’t see your industry? Show us the work.
If your people move information between systems that don’t talk to each other, the pattern applies. We’ll tell you plainly whether agents are the right answer.