AI-powered workflow intelligence for insurance

Streamline claims, underwriting, and policy operations with AI-powered automation.

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Your privacy comes first

Personal information is filtered before analysis and insights are aggregated by team.

Setup in Seconds
Runs across every tool
You stay in control
Insights in a week

Why logistics operations slow down

Process fragmentation & shadow work

Process fragmentation & shadow work

Quoting, underwriting, policy admin, and claims platforms run in silos. Critical work hides in spreadsheets and email, creating untracked blind spots and audit risk.

Claims leakage

Low straight-through processing

Email workarounds

High LAE per claim

Manual compliance bottlenecks

Manual compliance bottlenecks

State filings, NAIC reporting, and market conduct requirements still depend on manual tracking, exposing carriers to fines and enforcement actions.

Manual state filings

Audit scramble

Market conduct exposure

Inconsistent claims handling

Blind transformations & slow ROI

Blind transformations & slow ROI

Improvement programs rely on interviews and assumptions rather than objective workflow data. You burn months fixing symptoms instead of the actual root causes.

Long integrations

Unclear ROI

Months of consulting

Burned budgets

Worktrace moves the needle

30%

Lower loss adjustment expense

Cut excessive manual touches, rework, and leakage across the FNOL-to-settlement journey to bring down LAE per claim.

40%

Underwriting time freed from admin

Give underwriters back the hours lost to data re-entry, document chasing, and submission triage across systems.

70%

Straight-through processing

Push low-complexity claims and service requests to touchless handling by finding and fixing what breaks STP today.

Observe
Optimize
Automate

Start in minutes.
Insights in a week

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Your privacy comes first
Personal information is filtered before analysis and insights are aggregated by team.
Insights within a week
No API connections, no OAuth flows, and no IT overhead. Worktrace captures work across every application by observing your screen.
Works across every application
Start receiving actionable insights within the first week
— without changing the way your team works.

Optimize your top processes

Learn more
Automatic SOPs from real work
Every mapped process automatically generates an SOP built from how your team actually works, including variants and edge cases.
Specify your business KPIs
Worktrace doesn't just optimize for time saved. Specify exactly what KPIs your team cares about.
Your top processes mapped
Worktrace groups observed workflows into processes and maps them with phases, decision points, and bottlenecks. See every step, tool, and handoff.
Roadmap of your team's top opportunities
Automation opportunities by impact, but goal fit. Everyone opportunity to a full blueprint.

Agents ready 
to export

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Workflow automations
Automations that are ready-to-export into a workflow builder of your choice.
System Level Prompt (SLP)
Role definition, constraints, output format, and guardrails. Ready to copy into any LLM-based agent builder.
Inputs & Outputs
Trigger events, input formats, expected outputs mapped from your real workflows.
Implementation requirements
Technical prerequisites and deployment checklist. Which APls need access, permissions required, and a phased rollout plan.

Top use cases for automation

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Claims processing & FNOL-to-settlement

-30%

loss adjustment expense · faster settlements

Underwriting 
& submission intake

+40%

underwriting capacity · less non-core admin

Policy administration & endorsements

2x faster

endorsements & renewals · fewer re-entry loops

Compliance & market conduct

-75% time

spent on exam prep · zero compliance gaps

Distribution & agency service

90% faster

quote-to-bind · fewer broker follow-ups

Document-heavy back-office work

85% no-touch

document processing · across claims and policy ops

Real results for enterprises like yours

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PII redaction
Sensitive data is automatically redacted before it reaches our analysis. Names, IDs, and personal identifiers are stripped at the source.
Allowlist and denylist
Control exactly which applications are observed. Your IT team defines the rules — Worktrace follows the list, no exceptions.
On-premise deployment
Deploy entirely within your infrastructure. Your data never leaves your network. Compatible with AWS, Azure, and GCP.
No productivity tracking
We observe workflow patterns, not individual performance. No time tracking, no keystroke counting. Team-level insights only.
ISO/IEC 27001:2022
Details
AICPA
Details
GDPR
Details
HIPAA
Details

Frequently asked questions

How is Worktrace different from process mining tools insurers already use?
Which insurers are investing in AI?
How quickly can an insurer go live and see results?
Is policyholder data safe with screen-level capture?
Can we keep all data inside our own environment?
Does Worktrace work with core systems like Guidewire, Duck Creek, or Sapiens?
What are the top-priority use cases in insurance?
What problems does Worktrace solve for insurance carriers, MGAs, and brokers?

Ready to evaluate 
the results?

‍

Request a demo

Or email us at

hello@worktrace.ai

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Discover and define your workflows with Worktrace: zero setup, real results in a week.

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4x faster

Teams using Worktrace build 
and deploy agents 4x faster than starting from scratch.

Zero integration
Insights within a week

Capture, define and strategize 
the most optimal, high RoI workflows.
Automatically.

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