For insurance operations
The claim changes. The procedure around it shouldn’t.
Claims, submissions, policy changes, billing exceptions, and correspondence move through policy, claims, billing, document, portal, and inbox systems every day. Orchard records the repeated route across them and proposes a Playbook for the parts a reviewer decides are routine.
The shape of the problem
Where the hours actually go
The procedure crosses every system
Policy, claims, billing, documents, portals, and inboxes each hold one part of the same piece of work. None holds the route through all of them.
The rules are shared. The route isn’t.
The path through a submission, claim file, or billing exception still drifts by team and by desk.
Exceptions keep reopening the file
The records that need judgment return to queues, correspondence, documents, and personal reminders, with the detour documented nowhere.
What the record holds
See the patterns behind the work.
- The route from an inbound claim record through policy lookup, documents, notes, and queue views
- Which submission fields are carried from email, portals, and schedules into underwriting screens
- How policy-change work moves between source documents, policy records, correspondence, and billing views
- Which claim and billing records are reopened, how often, and which screen the earlier pass stopped at
- The repeated screen sequence used to assemble records for file or market-conduct review
What the record can hold after watching insurance operations move between their existing systems.
The work
Claims, policy, and billing operations
The repeatable desk procedure surrounding decisions that remain with your people.
- Working claim files through the same administrative route
- Carrying submission details across underwriting screens
- Preparing policy changes and servicing records consistently
- Reviewing billing exceptions without losing the file context
How it learns the work
Monitor the work. Choose what happens next.
Monitor the work you choose
Define the teams, supported systems, and activity included in your monitoring scope. Orchard brings employee activity, software usage, and AI adoption into view while your teams work in their existing tools.
Repeated work becomes evidence
See where time goes, how work moves between teams, and which steps repeat or slow down. Compare patterns across the activity available to Orchard and explore exceptions without losing their context.
Explore the evidence with Isaac
Ask Isaac about the work behind a finding. Explore supporting activity, compare strategic scenarios, and see the evidence and assumptions behind each view. Build dashboards in Studio around the information that matters to your business.
Choose what runs and when
Record a task, review its procedure, and configure and test supported automation steps. Set available approval and execution controls, inspect run history, and pause when needed. Estimated time and labor value depend on the manual baseline and cost rate you provide.
Where this work happens today
Understand the work across your existing tools
- Guidewire
- Duck Creek
- Salesforce
- ImageRight
- Microsoft 365
- Broker portals
- Payment portals
- Excel
These are examples of tools used for this work, not a list of guaranteed integrations. Orchard monitors activity across supported applications within your configured scope. Confirm the coverage and deployment requirements for your environment during your demo.
Control before autonomy
Your hand stays on the controls
- Choose the systems, teams, and activity included in your monitoring scope.
- Explore the evidence, context, and assumptions behind findings and modeled possibilities.
- Give leaders and teams access appropriate to their responsibilities.
- Choose and enable automations, set review requirements, and pause workflows when needed.