AegisNow
Insurance, reinsurance, and actuarial operating context: connect policy, claims, financial, and modeling workflows within the agreed implementation scope.
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InsuranceInsurance operations
Enable broker self-service with controlled policy access
Brokers contact service teams for basic policy status and document requests because back-office information is difficult to access digitally.
Solution blueprint: implementation is scoped with your team. The workflow below describes an engagement approach; it is not evidence of a completed customer deployment or a guaranteed return.
FROM PROBLEM TO PROCESS
How the workflow can improve.
Define permitted broker views and delegated access.
Connect approved policy and document services through tested interfaces.
Track requests and route unavailable or sensitive items to service staff.
How Genellipse brings the platforms together.
Genellipse maps the business rules and source systems, configures the agreed capabilities, and validates the workflow with the people who will operate it. Existing systems and supported interfaces determine the integration approach.
GeneData
Data foundation: connect approved sources, prepare governed datasets, track lineage and quality, and support repeatable analysis and reporting.
Cortex AI
Agent workflow: assemble evidence, assist with drafting and coordination, and apply configured permissions, evaluation, approval, and monitoring controls.
VALUE TO MEASURE
Where ROI can come from.
Reduce routine enquiries and document retrieval effort. Include portal and integration support and monitor the quality of broker access.
Track these measures against your baseline.
- Routine enquiry volume
- Minutes per document request
- Successful authorized self-service sessions
Agree definitions, data sources, and an observation period before the MVP. Compare similar work, include exception handling and quality review, and subtract implementation and ongoing operating costs.
Start with a focused, reviewable MVP.
- Suggested starting scope
- A limited broker group and read-only document service.
- Data and integration needs
- Broker relationships, policy references, documents, entitlements, and available interfaces.
- Review and control requirements
- Enforce broker-to-policy authorization and record access; do not expose unrestricted core-system interfaces.
What Genellipse can deliver with your team.
A current-state workflow map, data and interface assessment, configured MVP, evaluation evidence, and a phased delivery recommendation. Agree the output, acceptance criteria, operating owner, and improvement measures before extending the scope.
BUILD YOUR BUSINESS CASE
Explore an illustrative ROI scenario.
Legacy modernization: three-year cost comparison
Compare keeping the current system with a phased transition. Include the full legacy running cost during parallel operation and the interfaces retained after shutdown. The model assumes the new service runs from month one. It shows undiscounted costs, not a forecast or net present value.
ILLUSTRATIVE SCENARIO
- Three-year baseline cost
- CA$540,000
- Three-year proposed cost
- CA$564,000
- Three-year net cost reduction
- -CA$24,000
- Year 1 · net cost reduction
- -CA$120,000
- Year 2 · net cost reduction
- CA$48,000
- Year 3 · net cost reduction
- CA$48,000
Calculation method and assumptions
Baseline cost = 36 × current monthly cost. Proposed cost = implementation + 36 × new monthly cost + parallel months × current monthly cost + remaining months × retained monthly cost + decommissioning at the start of the first month after parallel operation. When parallel operation lasts all 36 months, decommissioning falls outside this horizon. No discounting, inflation, growth, or capacity benefit is included.
All inputs are illustrative, not industry benchmarks. Currency selection changes labels without converting values. Validate your baseline, delivery costs, timing, and assumptions before an investment decision.
Bring us the workflow you want to improve.
Tell us about your source systems, current bottleneck, and the outcome you want to measure. Your selected use case will be added to an editable enquiry so we can start with the right context.
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