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Insurance Harness

From lead to bind, automated across every system in your stack.

Insurance brokers and carriers run on Applied Epic, rating engines, carrier portals, and policy admin systems that have no shared integration layer. Upware connects them all and makes your operations autonomous in days.

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The challenge
Insurance operations are manual, fragmented, and slow.

Every quote, bind, and claim touches multiple systems. None of them talk to each other. Your team fills the gap manually, every day.

45 minutes per quote
Getting a single quote out the door means toggling between CRM, rating engines, and carrier portals. Manual data entry at every step, on every submission.
No API surface
Legacy systems like Applied Epic have limited or no API surface. Agent builders and iPaaS tools cannot reach them. Your most important system is off-limits.
Claims system sprawl
Adjusters toggle between policy admin, document management, and communication tools, losing context with every screen switch and slowing every claim.
Slow customer service
Address changes and coverage updates take hours when they should take seconds. Customers and brokers feel every minute of the friction.
Manual renewals
Policy renewals require re-entry across admin systems and carrier portals. High-volume renewal seasons overwhelm ops teams every year.
No engineering resources
Specialty carriers and independent brokers don't have the IT capacity to build and maintain custom automation. Every project stalls before it ships.
The Insurance Harness
Automate the workflows that drive your book of business.

Upware connects to every system in the insurance value chain and codifies your processes as predictable AI automations, with full compliance and audit trails.

Submissions
Lead to quote to bind in seconds, not hours
Automated workflow across CRM, rating engines, and carrier portals. What took 45 minutes of manual entry now runs in seconds with zero re-keying.
Applied EpicCRMRating enginesCarrier portals
Claims
Single pane for claims operations
Adjusters get a unified AI interface across policy data, documents, and communications. No more screen-switching, no more lost context, faster resolutions.
Policy adminDocument mgmtGuidewireSalesforce
Policy management
Renewals and changes processed automatically
Policy renewals and mid-term changes processed across admin systems and carrier portals without manual re-entry. High-volume seasons handled automatically.
Applied EpicVertaforeCarrier portalsDuck Creek
Customer operations
Address changes and service requests in seconds
Coverage updates, certificate requests, and service changes completed in seconds, not hours. Brokers and insureds get the response time they expect.
CRMPolicy adminCommunication tools
Why the Insurance Harness
Speed and compliance. Both.

Faster submissions, lower ops costs, and compliance your E&O carrier will accept.

45 min
to seconds for lead-to-quote
100%
compliant execution with full audit trail
Days
to go live, not months
How it works
Show the process once. Upware makes it autonomous in days.
01 — Learn
Capture your insurance workflows
Show the submission, claims, or renewal process once. Upware learns your systems and policy rules, including Applied Epic and carrier portals with no API setup required.
02 — Harness
Codify compliance and validation
Every step is wrapped with policy validation, E&O-grade audit logging, and enforcement hooks. Built automatically, not engineered per workflow.
03 — Deploy
Go live in days
Each insurance process becomes a predictable AI action running on your existing systems, within your AI framework of choice, with zero changes to your stack.

Harness AI for your insurance operations.

See how Upware automates lead-to-bind, claims, and renewals in days, not months.

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Run it on your stack

Systems behind Insurance

The same governed harness, on the systems specific to your industry.

Salesforce
The system of record for customer accounts, cases, and revenue pipeline.
Guidewire
The core platform for P&C policy, billing, and claims.
Applied Epic
The agency management system for brokers — accounts, policies, and servicing.
Internal CRM
The in-house customer system your company built itself — no vendor, no API, and no plans to replace it.
AS/400 & Mainframe
The green-screen systems still quietly processing core transactions in banks, insurers, and manufacturers.

Browse all systems, agents, and connections.