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Insurance · Custom AI DevelopmentCustom AI development for agencies, brokerages & MGAs

Off-the-shelf tools stop where your agency gets complex.
Custom AI development picks up from there.

Most insurance automation is a single tool doing a single job. The moment a workflow has to cross your AMS, your raters, your carrier portals, and your compliance rules at once, the off-the-shelf tools break. That is exactly where a custom build belongs.

Nexum designs, builds, integrates, and maintains custom AI systems for insurance agencies — multi-system workflows wired into Applied Epic, AMS360, Hawksoft, EZLynx, and your carrier feeds. Delivered in 6-8 weeks at a fixed price from $12,500.

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WHAT WE BUILD

Custom AI systems for insurance

Every build is scoped to your agency during a free diagnosis. These are the custom AI systems insurance agencies most often ask us to build.

01

Multi-carrier quoting & submission automation

AI reads the application once, maps the fields across each carrier rater and portal, submits, and brings every quote back into one comparison view inside your AMS — so producers stop re-keying the same data into five systems.

What it delivers

  • Application data extraction
  • Per-carrier field mapping
  • Automated rater & portal submission
  • Quote comparison written to AMS
  • Underwriting exception flagging

Built on / integrates

  • Applied Epic
  • AMS360
  • EZLynx Rating
  • PL Rating
  • Carrier portals

02

Claims adjudication & FNOL pipeline

A custom pipeline takes first notice of loss from any channel, verifies the policy, scores severity, requests missing documentation, and routes the structured intake to the right adjuster with a complete summary — 24/7, with no after-hours gap.

What it delivers

  • 24/7 FNOL intake across channels
  • Policy verification
  • Severity scoring & triage
  • Document request automation
  • Adjuster routing + structured summary

Built on / integrates

  • Applied Epic
  • AMS360
  • Hawksoft
  • DocuSign
  • Twilio

03

Renewal & book-management AI layer

A system that watches your entire book, runs personalized renewal sequences at 90/60/30 days, detects coverage gaps for account rounding, and hands each agent a premium-weighted daily action list — turning retention from agent-dependent to systematic.

What it delivers

  • Book-wide renewal monitoring
  • Personalized multi-touch sequences
  • Coverage-gap & cross-sell detection
  • Premium-weighted agent priority list
  • Post-lapse win-back sequences

Built on / integrates

  • Applied Epic
  • AMS360
  • AgencyZoom
  • Email / SMS
  • Power BI

04

Compliance-safe document processing

Reads ACORD forms, applications, endorsements, COIs, and loss runs; extracts and validates against AMS records; auto-populates and keeps an audit trail. It handles administrative work only — never binding authority, never coverage advice.

What it delivers

  • ACORD & policy document extraction
  • Validation against AMS records
  • Auto-population + audit trail
  • Human-review flagging
  • COI issuance support

Built on / integrates

  • Applied Epic
  • AMS360
  • OCR / Adobe
  • SharePoint
  • DocuSign

HOW WE BUILD IT

From audit to production in 6-8 weeks

Fixed price confirmed before any build begins. Your team keeps operating normally throughout.

Weeks 1-2

Audit & architecture

We map your operation, the systems involved, and the exact workflows to automate, then design the system architecture and confirm a fixed price before any build begins.

Weeks 3-6

Build & integration

We build the AI logic and integrate it with your existing tools and data sources. Your team keeps operating normally throughout — no disruption.

Weeks 6-7

Testing & onboarding

We test every scenario against real data and walk your team through what the AI handles and what escalates to them. No technical training required.

Weeks 7-8+

Go-live & maintenance

The system goes live with documentation, a handover walkthrough, and a 30-day support window. Ongoing partnership keeps it optimized as you grow.

INTEGRATES WITH YOUR STACK

Applied EpicAMS360HawksoftEZLynxAgencyZoomVertaforeSalesforce FSCDocuSignTwilioCarrier portals

CASE STUDY

Insurance Claims Adjudication Automation

See how a custom claims-adjudication pipeline standardized FNOL across channels and cut manual review time.

Read the case study →

FREQUENTLY ASKED QUESTIONS

Custom AI development, specifically

Ready to build custom AI for your agency?

Book a free 30-minute diagnosis. We’ll scope the build, map the integrations, and quote a fixed price before any work begins.

Book a Free DiagnosisSee the Custom Build service