Workflow & authority map
The work in scope, the systems involved, and who can approve, correct, escalate, or pause.
WORKFLOW ACCEPTANCE REVIEW
Before you scale AI,
know what you can rely on.
A focused assessment of one insurance workflow. Understand what works, what needs human review, and what must change before the next step.
Discuss your workflowDefined scope. Agreed evidence. A customer-owned decision.
WHEN THIS IS USEFUL
You have a workflow.
You need a clearer decision.
A promising pilot, a difficult review process, or a proposed AI tool can all raise the same question: is this useful enough to move forward?
- You want to assess claims correspondence, underwriting referrals, or file-review assistance.
- A business owner can define the expected work and acceptance criteria.
- You can agree an approved case set and name the people who will review material findings.
Initial discovery can stay at the process level. Data access, confidentiality, fees, timing, and responsibilities are agreed before evaluation begins.
WHAT YOU RECEIVE
Useful evidence.
Practical next steps.
The review is shaped around your workflow.
These are the core outputs we agree together.
Acceptance criteria
An independently defined inventory of expected work, source requirements, and failure conditions.
Findings & exceptions
Source-linked observations and reviewer decisions, with missing, failed, duplicate, and disputed work retained.
Acceptance recommendation
What the evidence supports, the remaining gaps, review effort, and a recommendation to proceed, constrain, revise, or stop.
A CLOSER LOOK AT THE METHOD
A result should be
possible to question.
A review record connects the expected work to the observed result and the person responsible for the next decision.
Try the illustrative workflowILLUSTRATIVE REVIEW RECORDTEMPLATE
- Expected work
- What should exist, defined before evaluation.
- Supporting sources
- Which approved documents support the finding.
- Observed result
- What happened, including errors and missing work.
- Human review
- Who reviewed it, their rationale, and open questions.
- Next decision
- Proceed, constrain, revise, or stop—with conditions.
A structural example, not a customer result or completed assessment.
CLEAR RESPONSIBILITIES
Evaluation informs authority.
It does not replace it.
Your designated reviewers own acceptance and business decisions. Implementation, production access, ongoing monitoring, and consequential actions require separate agreement and authorization.
A review does not certify compliance, guarantee an outcome, or authorize claims, coverage, underwriting, or settlement decisions.
A USEFUL FIRST CONVERSATION