Insurance data foundation demo

Build the insurance data foundation your AI strategy needs.

See how your carrier can stand up an insurance data lake, a generative BI layer, and the generative AI tooling your actuarial, claims, and underwriting teams need to actually trust AI output.

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What you hear from the team

"Our data is everywhere, our semantic layer is missing, and every AI conversation stalls at the data step."

Insurance capabilities

What your team can do.

Insurance data lake

Stand up a governed insurance data lake on AWS that brings policy, claims, billing, third-party, and operational data into one trusted place.

Generative BI

Bring generative BI on top of the lake so actuarial, claims, and underwriting leaders can ask questions in plain English and trust the answers.

Generative AI tooling for insurance

Provide the generative AI tooling and patterns insurance teams need: document understanding, summarization, drafting, and reasoning over claims and submissions.

Semantic and governance layer

Define the business meaning of policy, claim, premium, and exposure concepts so AI tools speak the carrier's language.

Land data

Bring policy, claims, billing, and third-party data into a governed lake.

Define semantics

Encode the insurance business meaning of policy, claim, premium, and exposure concepts.

Open to AI

Bring generative BI and generative AI tooling on top with lineage and trust.

Govern

Catalog, masking, retention, and access patterns aligned to insurance regulation.

Trusted data foundation

One place for policy, claims, billing, and third-party data with governance and lineage.

Faster analytics

Compress the time from question to answer for actuarial, claims, and underwriting leaders.

AI you can trust

Lineage and governance behind every AI output so teams adopt instead of doubt.

Lower data run rate

Consolidate duplicated platforms and warehouses with measured cost impact.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Insurance data lake landing

"Policy, claims, billing, and third-party data sit in silos, so every analysis takes a week."

Carriers with multiple core systems where every analytics question has to assemble data first.

What this demo shows

Land policy, claims, billing, and third-party data on a governed data lake with catalog, lineage, masking, and a defined semantic layer.

Implementation scope

Pick the source systems, land data on the lake, build catalog and lineage, define the semantic layer, and roll out to a pilot group.

Live prompt or trigger

Land our policy, claims, and billing data on the lake with catalog, lineage, masking, and a defined semantic layer.

Insurance data lakeCatalog and lineageMasking rulesSemantic layerPilot dataset

UC2

Generative BI for insurance leaders

"Actuarial, claims, and underwriting leaders wait for analyst answers that should be self-service."

Carriers where the analytics team is the bottleneck and leaders want answers they can trust.

What this demo shows

Bring generative BI on top of the data lake so leaders ask questions in plain English about loss ratio, frequency, severity, premium mix, and channel performance with charts, drill-downs, and scheduled summaries.

Implementation scope

Connect curated data sets, configure the semantic layer with insurance definitions, and roll out to a pilot group of leaders.

Live prompt or trigger

Show me loss ratio trend for personal auto by channel this quarter, then break it down by severity bucket.

On-demand chartDrill-down viewScheduled summarySaved question libraryInsurance semantic layer

UC3

Generative AI tools for actuarial and claims

"Our actuarial and claims teams want AI tools but cannot trust outputs without lineage."

Carriers where AI tooling adoption is blocked by lineage and trust gaps.

What this demo shows

Bring generative AI tooling for document understanding, summarization, drafting, and reasoning on top of governed data with lineage so actuarial and claims leaders can trust the output.

Implementation scope

Pick the priority use case (document understanding, summarization, drafting), connect data with lineage, and pilot with one team.

Live prompt or trigger

Summarize this set of claim files, extract key risk factors, and draft an actuarial review note with linked evidence.

Claim summariesRisk factor extractionActuarial review noteLinked evidenceLineage view

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the sources

Choose the systems and datasets to land first.

Week 2

Land and govern

Land data with catalog, lineage, and masking.

Week 3

Define semantics

Encode the business meaning leaders rely on.

Week 4

Open to AI

Bring generative BI and generative AI tooling on top.

Week 5

Pilot

Roll out to a pilot group and tune with their feedback.

Who this is for

Data, actuarial, claims, and underwriting leaders at carriers who own the data foundation that AI needs.

Insurance demo

Part of the Tactical Edge insurance demo library. See related demos for the rest of the customer journey.

Browse the library

Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.