DISTRIBUTION Rules
Proactive next best actions triggered by continuous learning on purchases, renewals, and moments that matter.
UNDERWRITING Rules
Identify profitable P&C submissions in every step - intake, triage, evaluation, and assembly.
CLAIM rules
Optimally deploy field and back office staff for investigation on claims with likely fraud & recovery.
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RULE-GUIDED DECISIONS
Configurable insurance business rules that orchestrate claims and underwriting workflows
HOW IT WORKS
Business rule library for your workflow
Safekeep's Flo Platform applies business rules and natural language processing to orchestrate workflows across business lines and functional areas in insurance. Each workflow consists of four steps: intake, routing/triage, evaluation, and action.
01 Intake
Enrich digital forms
Transform ACORD forms, product-specific questionnaires, and claims documents into configurable digital forms and prefill them according to your own rules.
Extract data
Extract data from PDF attachments in email and pre-fill your digital forms.
Select data sources
Select batch and API sources of intake whether it be your CRM, third party data sources, policy admin system, and more.
02 Route
Triage work
Configure business rules that filter tasks such as submissions and claims. For example, triage submissions based on appetite, business class, and more.
Assign work
Configure business rules that determine which tasks are automated “flow” vs high-touch human tasks that require approvals.
03 Evaluate
Prioritize work
Configure business rules that help you work on the most pressing renewals, new business, and claims.
Augment decisions
Tap into an on-demand marketplace of 3rd party data, contextualized by client segments, risk classes, and more.
Contextual communication
Chat and handle documents in secure & private channels.
04 Act
Next best actions
Pre-define and see actions in context of a client, submission, claim, opportunity, or other objects you add and configure.
Track progress
Advance your tasks based on business rules for case and submission completion, product line, industry, client attributes, human approvals, and more.
Measure & Improve
A/B test the impact of your actions at the corporate, wholesaler, agency, and producer level in terms you understand: the value of your book of business.
CASE STUDIES
DISTRIBUTION
This insurer needed to run over 60 business rules to identify cross-sell opportunities based on products purchased, household life events, and engagement activities.
UNDERWRITING
This insurer needed to profitably underwrite submissions faster in mid-market commercial lines for intake, triage, evaluation, and proposal assembly.
CLAIMs
Faced with a growing volume of inbound claims, this insurer needed to separate auto-adjudicated claims from complex claims requiring human investigation.
WHY WE EXIST
Safekeep Labs is an NYC-based enterprise cloud company that focuses on AI-guided straight-through processing for engagement and back office processing in financial services. Our solutions have been selected as Finalists in the Zurich Innovation Championship, MassChallenge, and Efma-Accenture Insurance Innovation Award.
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Our mission
Make it easier to configure "human understandable" business rules that drive next best actions for customer engagement and back office workflow by applying the principles of lean six sigma.
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Who we are
We are a team of financial advisors, insurance producers, underwriters, data scientists, UX designers, and technologists from the world's leading insurance and wealth firms. Our careers began and remain in financial services innovation, and we're addressing the pains we personally felt as consumers and enterprise users.
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