AI workflows are the comparison, review and extraction jobs in PrismAMS, run against data that's already in your tenant. Most insurance AI lives outside the system of record: you export a PDF, upload it somewhere else, get an answer, then paste it back where it belonged. Here the client, the policy, the claim, the document and the ledger are in one place, so the AI doesn't have to be told what it's looking at.
What's included
Drop in the expiring policy, the new quotes, or both. PrismAMS normalizes across carriers and lays out limits, deductibles, endorsements and forms side by side. Three modes, renewal, shopping and audit, because comparing two renewal options is a different question from checking what actually got bound.
Every difference comes back ranked, so the endorsement that moves your E&O exposure isn't buried under twelve formatting changes. You read the top of the list and get on with your day.
Finds missing and thin coverage against the exposures on the account. It runs inside the AMS, so you can point it at one account or let it run across the whole book.
Reads dec pages, ACORDs, carrier notices, loss runs and correspondence, classifies each one, and pulls out structured fields. Scanned and photographed paper included.
Any two documents, and they don't have to be policies. Application versus bound, quote versus issued, this year versus last year on anything the carrier sends.
Plain-English questions answered against your live data. Which accounts renew in ninety days with no loss runs on file. Who has GL but no umbrella. Which carrier has quietly taken over a third of your book.
One page of prep for a client meeting, pulled from the policy history, the claims, the open tasks and the last six months of correspondence.
Turns an inbound submission into structured data and routes it to the right person. Nobody re-keys it off an email.
Reads what your carriers are actually doing across your book: appetite drift, rate movement, and where a market is quietly non-renewing.
Rule-driven and AI-surfaced gaps across the book, scored, so the list a producer opens on Monday is ordered by opportunity.
Reads lost-reason capture and the surrounding history to tell you why business really leaves, by carrier, producer and line.
A writing assistant inside Outlook. It checks grammar, tone and E&O compliance on the email as it's written, and rewrites on request. Runs as a native Outlook add-in on desktop and web.
Multi-step processes with owners, due dates and triggers, so a renewal or an onboarding runs the same way every time, whoever picks it up.
How it works
Anything already in the system needs no upload. The policy, the client, the claim and the document are in your tenant, so a workflow can be pointed at an account instead of a file.
Queries run through a tenant-scoped procedure at the application layer and row-level security at the database layer. Two independent barriers.
Severity first. The output is built to be triaged in a minute, and read end to end only if you want to.
Results attach to the client and policy record, feed tasks, and leave over the REST API if you want them somewhere else.
Why it's different
FAQ
No. Your data is not used to train, fine-tune or improve any model, ours or a provider's. Requests go to the model provider's API, which does not train on API inputs, and we don't keep content for training.
Yes. Extraction and comparison results cite the source document, so a reviewer can check the finding against the page it came from instead of taking the model's word for it.
Findings are presented for review, never applied silently. Comparison and gap output is ranked and reviewable, and nothing writes back to a policy record until a person confirms it.
The AI workflows are part of the platform. If you're staying on your current AMS, ask us about AgencyDesk, which brings a similar workflow layer to agencies running Applied Epic.
Give us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.
