AI ACTUARIAL

Less preparation.
More time for actuarial judgement.

Connect data preparation, reserving, pricing, capital analysis, and model governance in a reviewable workflow. Genellipse brings AegisNow, GeneData, and Cortex AI together around your actuarial team’s methods, responsibilities, and operating environment.

Conceptual illustration of actuarial specialists reviewing analytical evidence

A PRACTICAL FIRST STEP WITH GENELLIPSE

Actuarial AI.
Start now.

Explore the models, calculations and reports behind actuarial decisions, with life, annuities and valuation in depth.

Explore the presentation

Models and reports your actuarial team can inspect.

The expanded presentation connects model inputs and assumptions to numerical outputs, review processes and report examples. Worked examples use synthetic data, with assumptions and calculation boundaries stated.

01

Life and annuity valuation

Follow policy-level decrements, projected premiums and benefits, reserves, longevity effects and assumption sensitivities.

02

Profitability and ALM

Examine profit emergence, traditional embedded value, required capital, asset and liability cash flows, duration and rate stresses.

03

Reserving, pricing and capital

Compare reserving methods, frequency and severity, loss distributions, tail-risk measures and capital calculations.

04

Charts and review reports

Inspect worked cash-flow charts and sample valuation, experience, IFRS 17, capital and model-validation reports.

A working demonstration against your valuation.

Bring a life or annuity portfolio, its approved basis and your current reports. Compare projected cash flows, reserve components and sensitivities before agreeing the implementation scope.

Discuss your first workflow
56-slide presentation · EnglishPowerPointPDFExplore industry perspectives

Connect every stage of the actuarial workflow.

  1. Trusted inputs

    Genellipse helps define reconciliations, data ownership, and versioned extracts in GeneData. A reproducible analysis starts with knowing what went into it.

  2. Controlled analysis

    Scope AegisNow around approved actuarial methods and assumptions. Record model versions, inputs, and overrides so a reviewer can reproduce the result.

  3. Evidence and explanation

    Cortex AI can help prepare movement commentary, assemble supporting evidence, and flag missing information. Actuaries validate explanations and exercise professional judgement.

  4. Review and approval

    Preserve the review trail, decision rationale, and final sign-off. Agree the intended use and accountable actuarial owner before releasing an output.

AI supports preparation and analysis. Qualified actuaries remain responsible for methodology, assumptions, validation, professional judgement, and sign-off. Product capabilities and integrations are confirmed during scoping.

INSURANCE EXPERTISE. ONE TRANSFORMATION PARTNER.

Explore AegisNow capabilities

Explore each discipline with a detailed slideshow, an English PowerPoint and a LinkedIn-ready PDF.

Illustrations — AegisNow presentation cover

Illustrations

Explore Whole Life, UL, VUL, IUL, disability, long-term care and annuities, with nine sample reports, product calculations and AI-assisted explanations.

67 slides · English

View presentation

ILLUSTRATIVE RESERVING CYCLE

From source data to actuarial sign-off.

Consider an insurer preparing its quarterly reserve review across separate claims, policy administration, and reinsurance systems. Genellipse can help connect the work into a traceable cycle, starting with the systems and approved methods the team already uses.

This is an illustrative engagement design. The product configuration, integrations, and acceptance criteria are agreed with your team during scoping.

  1. Agree the question and baseline

    Start with one portfolio and a reviewed prior quarter. Genellipse works with the actuarial owner to record the approved method, materiality thresholds, current effort, and acceptance criteria.

    Stage deliverable

    An agreed scope and comparison baseline.

  2. Prepare and reconcile the data

    Connect policy, claims, premium, and reinsurance extracts through available APIs or controlled file transfers. Use GeneData to trace transformations, investigate exceptions, and freeze the approved input snapshot.

    Stage deliverable

    Reconciled inputs with ownership and lineage.

  3. Run approved calculations

    Configure the agreed AegisNow workflow around approved models and assumptions. Retain run identifiers, model versions, and overrides; compare outputs with the reviewed historical run before expanding the scope.

    Stage deliverable

    A reproducible calculation and comparison record.

  4. Investigate movements

    Use GeneAnalytics to compare periods and segments. Cortex AI can gather relevant evidence and draft explanations for changes in claims, exposure, assumptions, and ceded recoveries. The actuary checks the reasoning.

    Stage deliverable

    Movement analysis linked to supporting evidence.

  5. Review exceptions and decisions

    Route unresolved items to named owners. Genellipse can connect GeneComply evidence and review processes, while GeneSecure supports investigation of relevant security events. Reviewers confirm that the analysis is ready for approval.

    Stage deliverable

    Recorded resolutions, review comments, and control evidence.

  6. Approve and retain the record

    The authorized actuarial owner signs off the conclusion. Preserve the approved pack and its supporting versions, and measure cycle effort and review quality against the baseline before deciding what to automate next.

    Stage deliverable

    An approved decision pack and a measured improvement plan.

Explore the reserving walkthrough

How the Genellipse products contribute.

Genellipse works with your actuarial, data, technology, and control teams to select the products needed for the agreed outcome. Existing models and systems remain part of the integration assessment.

GeneData

Trusted inputs

Connect legacy extracts and modern sources, standardize definitions, and retain data lineage so the actuarial team can explain where each input originated.

AegisNow

Actuarial and insurance context

Bring reserving, pricing, reinsurance, and insurance operations into an agreed workflow with versioned assumptions and accountable review.

Cortex AI

Governed assistance

Coordinate approved agent tasks, retrieve evidence, and prepare draft analysis within defined permissions and human approval boundaries.

GeneAnalytics

Decision support

Present period movements, portfolio comparisons, and scenario results so reviewers can investigate the drivers behind the numbers.

GeneComply

Controls and evidence

Organize relevant controls, supporting documents, and review responsibilities so evidence remains connected to the decisions it supports.

GeneSecure

Security investigation

Bring relevant access and security telemetry into investigation workflows, helping security teams examine events affecting sensitive actuarial data.

EXPLORE THE OPPORTUNITY

Twelve starting points for your team.

Begin with one cycle and a reproducible baseline.

Choose one portfolio, reporting period, and approved method. Genellipse can map the source data, configure a scoped workflow, and compare the result with a reviewed historical analysis. Agree reconciliation tolerances, exception handling, and approval responsibilities before the MVP starts.

Measure efficiency and control together.

Track preparation hours, reconciliation exceptions, rerun time, review effort, and traceability. Model the value of released capacity alongside implementation, licensing, operation, and validation costs. Improved speed alone does not establish reserve adequacy, pricing suitability, or regulatory compliance.

Leave the MVP with a decision pack.

The agreed deliverables can include a certified data snapshot, reproducible run, movement analysis, assumptions register, validation evidence, and a phased implementation recommendation. Your actuarial owner determines whether the evidence supports the next stage.

Build an ROI case your team can verify.

Genellipse can help measure a comparable cycle before and after the MVP: preparation and review hours, time to resolve exceptions, rerun duration, and the proportion of outputs with complete supporting evidence. Include integration, licensing, operation, training, and ongoing validation in the cost estimate.

Released hours represent capacity. Count them as cash savings only where an actual expense reduction is achievable, and avoid counting the same benefit twice. Reserve releases, improved pricing, or reduced capital requirements require separate evidence and actuarial approval.

Explore the reserving ROI calculator

INDUSTRY PERSPECTIVES

Turn industry thinking into a practical starting point.

These publications explore actuarial modernization and the wider use of AI in insurance. Each perspective below is paired with Genellipse’s proposed approach to applying the idea in a scoped engagement.

Sources reviewed in September 2026. Summaries are Genellipse’s interpretation of independent publications; the cited firms do not endorse Genellipse or its products. Original publications may be available in English only.

Deloitte

Actuarial operations · 2026

Start with the work surrounding the models.

Deloitte identifies knowledge retrieval, investigation, and review preparation as practical areas for actuarial AI, with professional judgement retained.

How Genellipse can help

Genellipse can scope Cortex AI around an approved evidence library and review workflow, measuring preparation effort and the quality of source references.

Read the original publication

PwC

Actuarial modernization survey · 2025

Make trusted data part of the business case.

PwC’s survey highlights persistent data preparation effort and gaps in shared data foundations, alongside demand for greater actuarial efficiency.

How Genellipse can help

Genellipse can use a GeneData MVP to connect sources, agree reconciliations, and compare preparation hours and exception rates with the current process.

Read the original publication

EY

Actuarial transformation · 2026

Combine automation with actuarial oversight.

EY discusses AI across reporting, reserving, and model modernization, emphasizing data readiness, validation, and the evolving responsibilities of actuaries.

How Genellipse can help

Genellipse can connect an AegisNow process with Cortex AI assistance while agreeing model comparisons, exception handling, and named approval owners.

Read the original publication

KPMG

Broader insurance transformation · 2026

Improve the complete business workflow.

KPMG describes the shift from isolated AI experiments to workflow execution, bringing operational, actuarial, and technology teams together.

How Genellipse can help

Genellipse can map handoffs from legacy administration systems to actuarial analysis, then prioritize API connections and automation against agreed business outcomes.

Read the original publication

McKinsey

Broader underwriting transformation · 2026

Connect underwriting decisions and portfolio feedback.

McKinsey describes an AI-enabled underwriting operating system that connects information and decision support while preserving specialist human judgement.

How Genellipse can help

Genellipse can explore how AegisNow operational data and GeneAnalytics portfolio views support feedback between underwriting and actuarial teams.

Read the original publication

BCG

Broader portfolio management · 2026

Bring AI into portfolio management.

BCG examines agentic AI in property and casualty portfolio management, connecting information and analysis to more responsive portfolio decisions.

How Genellipse can help

Genellipse can scope a shared GeneData foundation and Cortex AI workflow to prepare portfolio analysis for actuarial and underwriting review.

Read the original publication

COMMON QUESTIONS

Details that help
you decide.

Explore the scope, practical considerations, and a useful starting point for your team.

Can we retain our existing actuarial models?

Genellipse starts with your approved methods, tooling, and available interfaces. The MVP assesses which steps can be connected and automated without changing the accountable model owner or approved methodology.

Where should an actuarial team start?

Select a recurring process with measurable preparation or reconciliation effort, available historical data, and a named reviewer. Reserving-cycle preparation is one option; the appropriate starting point depends on your priorities and data readiness.