For insurance operations
The claim changes. The procedure around it shouldn’t.
Claims, submissions, policy changes, billing exceptions, and correspondence move through policy, claims, billing, document, portal, and inbox systems every day. Orchard records the repeated route across them and proposes a Playbook for the parts a reviewer decides are routine.
The shape of the problem
Where the hours actually go
The procedure crosses every system
Policy, claims, billing, documents, portals, and inboxes each hold one part of the same piece of work. None holds the route through all of them.
The rules are shared. The route isn’t.
The path through a submission, claim file, or billing exception still drifts by team and by desk.
Exceptions keep reopening the file
The records that need judgment return to queues, correspondence, documents, and personal reminders, with the detour documented nowhere.
What the record holds
Everything above is already happening. None of it is written down.
- The route from an inbound claim record through policy lookup, documents, notes, and queue views
- Which submission fields are carried from email, portals, and schedules into underwriting screens
- How policy-change work moves between source documents, policy records, correspondence, and billing views
- Which claim and billing records are reopened, how often, and which screen the earlier pass stopped at
- The repeated screen sequence used to assemble records for file or market-conduct review
What the record can hold after watching insurance operations move between their existing systems.
The work
Claims, policy, and billing operations
The repeatable desk procedure surrounding decisions that remain with your people.
- Working claim files through the same administrative route
- Carrying submission details across underwriting screens
- Preparing policy changes and servicing records consistently
- Reviewing billing exceptions without losing the file context
How it learns the work
Watched, learned, proposed, then armed by you
It starts by watching
Install quietly and keep working. Every five seconds Orchard records which application has focus and what was done inside it: the screen, the control, the value in the field, what was copied and where it landed. Never a screenshot, a printable keystroke, or a password.
Repeated work becomes evidence
One desk generates thousands of observations a day. Across weeks they resolve into the shape of the job: the steps, what varies each time, what never does, which exceptions are real rather than noise, and what the whole thing costs in hours. You do not have to know what to automate first.
It asks before it acts
When the evidence is strong enough, Orchard proposes the piece of the work it is ready to take on, with the receipts underneath it. Nothing runs until someone on your team arms it.
Supervised first. Autonomy earned.
Armed work runs supervised: outward writes wait for approval, every run keeps a step-by-step record, and your team decides when a proven Playbook has earned more room.
Where this work happens today
It records in the systems you already use
- Guidewire
- Duck Creek
- Salesforce
- ImageRight
- Microsoft 365
- Broker portals
- Payment portals
- Excel
Orchard records at the interface, on the same screens your team already uses. No API, no integration project, and no system that has to expose its data before Orchard can see the work happening in it.
Control before autonomy
Your hand stays on the controls
- Not employee surveillance: Orchard keeps task structure, decisions, and outcomes — never screenshots, printable keystrokes, or passwords.
- Nothing acts unreviewed. Work begins supervised, and approvals sit in front of anything that leaves your systems.
- Autonomy is chosen, not assumed — and your team can pause everything at any time.
- Your business owns the result: the Playbook, its procedures, and the record of every run.