Insurance
See every policy and claim a customer has, whichever system wrote it.
What makes insurance data different.
Most carriers run more than one policy admin and claims system, left over from acquisitions or product launches. The same customer, agent, or broker has a different ID in each. Auditors and regulators still expect one consistent answer.
To see all of one customer’s policies, someone checks several systems. Producer hierarchies and commissions live in spreadsheets that get reconciled by hand. Each analytics request starts with stitching extracts together. If a regulator asked how your underwriting or claims models reach a decision, the answer would take weeks.
We build one customer and producer record across your admin systems, with households and agency hierarchies. Policy, billing, and claims data land on one platform with shared definitions for terms like written premium and open claim. Every model gets an entry in an inventory, with its data sources and tests written down.
Our work in insurance.
Underwriting, claims, and finance pull the same customer and claims numbers, and you can show a regulator how each model works.
- 01
Customer and party master data
One record per person and business across policy, claims, and billing, with households and relationships linked.
- 02
Producer and distribution data
Agent, broker, and agency hierarchies with licenses and commission splits attached to a single producer record.
- 03
Policy and claims data platform
Feeds from each policy admin, billing, and claims system mapped to one model on Snowflake or Databricks.
- 04
Underwriting and claims analytics
Loss, exposure, and cycle time reporting, plus clean inputs for pricing and reserving teams.
- 05
Fraud and claims AI
Triage scores, anomaly flags, and document assistants that show adjusters why a claim was flagged.
- 06
Financial reporting data
Lineage and reconciliation from source to actuarial and finance figures used for IFRS 17 and LDTI.
- 07
AI governance for insurers
A model inventory with test results and documentation written to meet guidance like the NAIC model bulletin.
- 08
Salesforce for insurance
Financial Services Cloud for agents and policyholder service, reading from the mastered customer record.
What we bring on day one.
Master Data Starter
Match rules for customer, product, and supplier records, tested on your own data first.
Learn moreMLOps Templates
A release path for machine learning models, with approval gates and drift alerts built in.
Learn moreAI Governance Starter
AI policies and an inventory of every model and agent, kept current by a check in CI.
Learn moreThe first step.
We follow a sample of policies and claims through your admin systems and note every place the data changes hands or breaks. You get those breaks ranked by what they cost you.
How we work
Ask Dex about insurance data.
Dex answers from our own pages and links to where it found the answer.
Pick one customer who lives in several of your systems.
We’ll walk through what it takes to make them one record.