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
Reconcile policy books across retained systems
Different administration and reporting systems disagree on policy status, dates, or balances. Teams maintain spreadsheets to explain the discrepancies.
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.
Agree record identifiers, comparison rules, and source precedence.
Build a repeatable reconciliation and exception queue.
Route confirmed corrections to the responsible system owner.
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 recurring spreadsheet effort and avoidable downstream corrections. Confirm which system costs can actually be retired before counting consolidation savings.
Track these measures against your baseline.
- Hours per book reconciliation
- Unresolved policy mismatches
- Repeat downstream correction work
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
- One book and reporting date with reconciled control totals.
- Data and integration needs
- Policy snapshots, identifiers, balances, status definitions, and source-system ownership.
- Review and control requirements
- Owners approve precedence and corrections; preserve original values and reconciliation evidence.
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.
Discuss this use case