Project
PolicyGuard
Decision- and reporting-support layer for insurers that reduces manual compliance reporting and catches input errors before they lead to complaints and costly re-openings.
ConceptConcept & solution designCompleted conceptData QualityComplianceDecision SupportInsurance
Focus
Compliance + data quality
Deliverable
Concept + solution design
Impact
Lower operational risk
Overview
Problem
- •Compliance reporting is manual and reactive; small data errors trigger complaints and re-openings
- •Policy data arrives incomplete or inconsistent across systems, slowing teams down
Solution
- •PolicyGuard layer validates submissions and enforces compliance rules before filing
- •Guides agents through corrective steps and keeps stakeholders aligned with clear statuses
- •Produces audit-ready reports automatically with traceable decisions
Technical approach
Architecture
- •Rule-driven validation layer in front of policy admin and CRM systems
- •Structured logging for every decision and exception
Data & Integrations
- •Schema checks and required-field enforcement before submission
- •Connectors planned for CRM/policy admin to synchronize corrections
Workflow
- •Guided remediation steps with clear statuses for agents and compliance
- •Reporting exports designed to satisfy audits without manual collation