AI Automation Development Services

Description

We are a 40-person insurance brokerage. The work we want automated is not glamorous: renewal reminders, chasing missing documents, and turning broker notes into structured records our system can search. We have tried off-the-shelf automation tools twice. Both times the flows worked until a form changed and then failed silently for weeks. So the requirement we care about most is not capability, it is noticing: when something stops working, somebody must be told the same day, and the tool must tell us which records it skipped. Start with the document-chasing flow. If that runs clean for a month we will extend the engagement.

• Build the document-chasing flow end to end, from detection of a missing document to the follow-up sequence
• Add failure detection that alerts a named person the same day, with the affected record IDs
• Convert free-text broker notes into structured fields, leaving anything ambiguous flagged rather than guessed
• Keep a per-run audit log our compliance officer can export
• Document how to add the next flow without re-engaging us

• Document-chasing automation live against production data
• Alerting with same-day notification and skipped-record reporting
• Note-to-structured-field extraction with a review queue for ambiguous cases
• Exportable audit log and an extension guide