Financial Services
Claims & Compliance Workflows
Client
Invesco
Industry
Risk & Audit
Services
Workflow Automation
Duration
Enterprise Grade
Executive Summary
Engineering resilience through Invesco's transformation.
The client faced several operational and compliance-driven challenges that slowed decision-making and increased risk. Most claims were triaged manually, resulting in inconsistent prioritization. Clearleaff integrated AI agents into the insurer's claims stack to automate end-to-end workflows.
Strategic Objectives
- Automate manual claims triage and prioritization.
- Unify audit trails across documents and decisions.
- Improve cross-functional visibility between claims and legal.
- Streamline workflows to meet evolving regulatory requirements.
The Engineering Solution
- Integrated AI agents into the existing claims stack.
- Enabled real-time document extraction for forms and records.
- Automated routing by priority, fraud risk, and jurisdiction.
- Provided live dashboards and risk insights for audit teams.
Measurable Outcomes
Measurable Impact
80%
Faster Initial Triage
98%
Fraud Detection Accuracy
83%
Compliance Response Improvement
Intelligent, Interconnected Workflows
80% faster initial triage with audit-ready documentation and 98% early fraud detection accuracy. Regulatory response time was reduced from 12 days to just 2, with improved coordination across fragmented legal and claims systems.
Technical Stack
PytorchTensorflown8nMetabase
Core Disciplines
Workflow AutomationComplianceAI/ML
