InsuranceInsuranceInsureEdgeBook a process review
Overview
ProcessesFor insurersCarriers, personal and commercial linesFor MGAsProgram administrators and MGUsFor brokersWholesale, E&S, and middle marketFor agenciesRetail agencies, service at volume
Engagement
PlatformsDamco WorkbenchFor AI agents and humansInsureEdgeThe headless core
Book a process review
InsureEdgeby

InsureEdge is the insurance core your people and agents both use

Policy, billing, claims, reinsurance, and distribution, each usable on its own. Put its own screens in front, your portals, or Damco Workbench. Agents sign in with their own access, and everything they do is checked and logged.

Plan your first moduleSee the modules
Every function open to your portals and agentsShared or dedicated hostingRuns in your environment
core.brazosmutual.com/ai-activity-log
InsureEdge AI Activity Log
core.brazosmutual.com/quotes-policies/individual/policies
InsureEdge individual policies
Service agentcancel_policyDeniedCanceling needs a person's approval. The request is logged and sent to Dana.
Ready for AI agents41today, in accounts, policy and claimsget_quotesubmit_fnolsearch_accounts

Use any front end you like

Whatever sits in front, a portal for people or an AI agent, gets the same access checks and the same audit trail.

WorkbenchPeople and agents working each process
▭Your portalsBroker, customer and staff front ends
InsureEdge screensWhen you want them, like the ones below
{ }Partner systemsRating, data providers, payments
Your own agentsWith their own sign-in and audit log
The checkpointidentity, grants, audit
PolicyPortals · agents · your systems
BillingPortals · agents · your systems
ClaimsPortals · agents · your systems
ReinsurancePortals · agents · your systems
DistributionPortals · agents · your systems
+ accounts and party · product configuration · life and health · documents · reports
In front
WorkbenchPeople and agents working each process
▭Your portalsBroker, customer and staff front ends
InsureEdge screensWhen you want them, like the ones below
{ }Partner systemsRating, data providers, payments
Your own agentsWith their own sign-in and audit log
The checkpointidentity, grants, audit
Behind it
PolicyPortals · agents · your systems
BillingPortals · agents · your systems
ClaimsPortals · agents · your systems
ReinsurancePortals · agents · your systems
DistributionPortals · agents · your systems
+ accounts and party · product configuration · life and health · documents · reports

Take the whole core, one module at a time

Take the module you need beside the core you run, or take them all. Personal, commercial, specialty, life, and health, in any currency. Accounts, policy, and claims already work with AI agents, and the other modules follow.

Policy administrationAPIAI agentsNew business, endorsements, renewals, cancellation, reinstatement, rewritefind_submissionsrate_submissionget_quote
ClaimsAPIAI agentsFirst notice, adjusters, claims authority, catastrophe events, payees, lettersfind_policy_for_losscheck_duplicate_claimsubmit_fnol
Accounts and partyAPIAI agentsIndividual and business accounts, contacts, bulk uploadsearch_accountsclient_payment_history
BillingAPIAI agents nextInvoicing, payments, delinquency, commissions, premium finance, general ledgerOpen to portals today, and to AI agents next
ReinsuranceAPIAI agents nextTreaties and layers, facultative, cessions, recoveries, statements of accountOpen to portals today, and to AI agents next
DistributionAPIAI agents nextAgencies and producers, appointments, licensing, commission plansOpen to portals today, and to AI agents next
Analytics for agentsAPIAI agentsLoss ratios, turnaround, conversion, fraud lookups, and claim summariesclaim_summarizationfraud_detection_lookupnew_business_tat_tracker
Life, health and platformAPIAI agents nextBenefits, diagnosis codes, loans, roles and permissions, approvals, workflows, multi-currencyOpen to portals today, and to AI agents next
core.brazosmutual.com/ai-activity-log
InsureEdge AI Activity Log: call volume, denied calls and tool sensitivity
Denied this month7of 50 agent calls

Agents are users here, not an integration

Agents sign in as themselvesEach agent is a user with an owner, a role, and set permissions. Nobody shares passwords or borrows a login.
Every tool is gradedActions that touch personal data, money, or records are flagged and watched. Actions reserved for people go to a person.
Every call is on the recordAllowed, denied, or failed, with who asked, what they asked for, and when.

Use its screens, your portals, or both

A full staff application comes with it. Use it as it is, beside your portals, or not at all.

core.brazosmutual.com/accounts/individual
Accounts, with AI-marked records
AccountsAccounts, with AI-marked records
core.brazosmutual.com/claims/inquiry
Claims inquiry and first notice
ClaimsClaims inquiry and first notice
core.brazosmutual.com/distribution-management
Agencies, brokers and MGAs
DistributionAgencies, brokers and MGAs

You don't need a big-bang replacement

InsureEdge is built to arrive one module at a time, beside the core you run today.

Step 1

Start beside

Put one module next to the core you run. Billing and claims are the usual first.

Step 2

Move across

Shift lines or states one at a time. Workbench keeps the work going across both cores.

Step 3

Retire

Switch the old module off when the last line has moved.

Under the hood.NET 10 modular monolithSQL ServerReact front endShared or isolated tenant databasesKubernetes or DockerOpenAPI and MCPEvents through an outbox

Start with one module

A working session with your policy, billing, or claims leads. We show InsureEdge beside your current core and size the first step.

Plan your first moduleBack to Damco Insurance