use case

Policy Endorsement Processing Automation

Insurance — Specialty
Property & Casualty

AEGIS London, a leading UK insurer with over $1B in annual premium volume.

Policy Endorsement Processing
(mid-term policy changes)

Business Challenge

AEGIS London’s underwriters were inundated with tens of thousands of endorsement requests each year—policy amendments arriving in unstructured formats from brokers and agents.

Processing each endorsement manually required interpretation, categorization, and data entry across multiple systems — averaging 5 minutes per endorsement consuming significant underwriting time and slowing service levels.

  • High manual workload

  • Processing delays and bottlenecks

  • Increased potential for manual error and compliance risk

  • Growing operational costs

AEGIS sought a GenAI solution capable of automating the endorsement lifecycle — from understanding policy context to routing and system updates — while operating under strict governance requirements and integrating with its Pega-based platform.

BizAI Solution

Fisent deployed BizAI, its Applied GenAI Process Automation platform, to automate endorsement processing through document understanding, rule-based inference, and contextual categorization.

Implementation details:          

Conducted an accelerator sprint with AEGIS stakeholders to define the automation model.
Configured 55 underwriting rules within BizAI to recognize endorsement details and extract key policy data.
Built a feedback-driven refinement loop enabling rapid improvements to the efficacy of the AI outputs. (we don’t train ANY models)
Integrated BizAI with AEGIS’s existing workflow and Pega systems for seamless data handoff.

Agentic Actions Framework     

Reads and classifies – inbound endorsement documents in any format.

Extracts key data using GenAI-driven contextual understanding.
Explains its rationale for decision-making, improving transparency and auditability.

Apply policy and compliance rules to determine reimbursable vs. non-reimbursable charges, flagging exceptions for audit review and potential fraud detection.

Business Outcomes

Key Benefits

End-to-end automation of endorsement classification, review, and processing.

High ROI within months of deployment, enabling a roadmap for 8-10 new automation use cases per year.

Scalable deployment across other document-heavy processes (e.g., request for quote ingestion, risk summaries).

Non-compliant, duplicate, or unsupported invoices are routed directly to the compliance team with highlighted discrepancies.

Conclusion

AEGIS London’s deployment of Fisent BizAI demonstrates the measurable impact of Applied GenAI Process Automation in insurance operations.

By transforming endorsement processing from a manual, error-prone task into a high-accuracy, low-latency digital workflow, AEGIS achieved new levels of efficiency, transparency, and risk control—laying the foundation for its broader automation strategy.

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