PolicyCore with Insa

AI-native policy administration

The policy system that thinks with you.

PolicyCore runs the full commercial policy lifecycle, from submission to renewal. Insa, the intelligence inside it, reads every screen you open. It quotes, explains underwriting, drafts the next transaction and answers with real numbers from your book.

Quote to issue in one flow Explainable decisions Open over MCP

InsaIntakeQuoteUnderwriteBind & issueServiceRenew

The whole lifecycle, with a brain

Every stage of a policy. Insa in every one.

01

Intake

Takes a submission in conversation and fills the application as you talk.

02

Quote

Rates in seconds and explains every factor behind the premium.

03

Underwrite

Flags rule hits, explains the evidence and routes referrals by authority.

04

Bind & issue

Binds and issues on your confirmation, with nothing re-keyed.

05

Service

Drafts endorsements, cancellations and reinstatements, including out-of-sequence changes.

06

Renew

Surfaces renewal exposure and the accounts at risk before they lapse.

Ask anything

Real answers, not generic advice.

Insa answers by calling tools against PolicyCore itself, so every count, premium and status comes from your system of record. When it can't find something, it tells you instead of guessing.

“How many policies cancelled in the last 30 days, and why?”

cancellation_analysis
Cancellations
7flat 4 · pro rata 3
Top reason
Insured request71%
Early cancels
100%within 90 days of bind

“Why was this submission referred?”

uw_explain_issue
Rule
TIV over authoritycritical
Evidence
$12.4M TIVlimit $10M
Who can approve
Senior UWescalate

“What's in my pipeline right now?”

submission_pipeline
Open
14new business
Quoted
2awaiting bind
Pending issue
1bound 104 days ago

Example answers from a demo book.

One brain, every seat

Built for the people who run the book.

Work

Underwriters & service

Quote, refer, bind, issue and service policies, with Insa reading the screen alongside you.

  • Explainable rating and UW issues
  • Authority-aware approvals
  • Endorse, cancel and reinstate in one flow
See

Executives

The whole book in one question: growth, cancellations, conversion and renewal exposure.

  • KPI scorecard vs prior period
  • Cancellation drivers
  • Premium concentration
Build

Developers

Every Insa capability is an MCP tool, so the same intelligence works in VS Code, Claude and your own agents.

  • HTTP + stdio MCP server
  • One tool definition, every surface
  • Tenant-scoped and keyed

What AI-native means here

Not a chatbot bolted on. The way the system works.

Page-aware

Insa sees the policy, customer or submission you are on. No copying ids into a chat box.

Tool-grounded

Every number comes from a tool call against the system of record. It never guesses.

Explainable

Premium factors, rule evidence and decision history are shown, not summarised away.

Human in charge

Binding, issuing and overrides wait for your confirmation and respect your authority level.

Open by default

The same tools are exposed over MCP, so your own agents get the same brain.

Live, not batch

Metrics are computed from the lifecycle itself. No overnight sync and no stale dashboards.

Put Insa to work on your book.

Press ⌘K anywhere in PolicyCore and ask.