Carrier-grade data work,built for your domain
Actuarial models that must stay reproducible. Claims history that cannot drift. Reserve positions that have to reconcile to the penny. Generic migration tooling does not understand any of it, so it hands the hard parts back to you.
- Policy administrationHistorical policy conversion with per-wave reconciliation against the legacy system.
- Claims migrationHeterogeneous claims models mapped with reserve positions preserved exactly.
- 837 EDI processingClaim files read, validated, enriched and written to the system of record with audit.
- Underwriting dataRisk, exposure and pricing inputs conformed so decisions are explainable.
- Actuarial reservingReserve triangles and model inputs versioned for reproducible valuations.
- IFRS 17 / LDTIRegulatory restructuring with transformation logic evidenced as it executes.
One objective in.Your whole estate, moving.
The governed layer sits at the centre of your operations. It reads every signal across Policy admin systems, Claims intake, Underwriting data and the rest of your estate, and closes every loop back to your business and regulatory goals.
Insurance Governed Data Layer
IntelliBooks · Platform agnostic · Your cloud · On-prem capable
The right question changes the answer.
Most insurance teams have modernised in pockets. We start with why those pockets never joined up, and what it takes to run the whole estate on one governed layer.
Policy history spans multiple systems and several decades, including products long since closed to new business. How much of it could you reconcile on demand today?
Agents map the legacy schema against the target, separate live products from run-off, and convert history in waves — each one reconciled against source before the next begins.
Actuarial models depend on inputs that change over time. If last year's valuation had to be reproduced exactly, could it be?
Model inputs are versioned alongside the data, so any prior valuation re-runs and returns the same number. We treat that as the acceptance test, not a nice-to-have.
IFRS 17 requires a data structure most estates were never designed to produce, against a date that does not move. Where does yours stand?
The restructuring is agent-executed and the evidence is generated as it runs, so transformation logic is documented at the point of execution rather than reconstructed for auditors later.
Acquired books arrive with their own reserving conventions. Who decides which convention survives, and is that decision written down?
Books are sequenced by risk and reporting impact, and every convention conflict surfaces to actuarial as an explicit decision with both positions shown. Nothing is resolved silently.
This is how the work actually runs.
Your policy and claims systems stay.
Your policy administration platform, your claims system, your reinsurance platform, your actuarial tooling. Connect what you have. Nothing migrates off its system of record.
Scope backwards from the date that cannot move.
Not a wish list. A deadline. "Report under IFRS 17 on time." "Integrate the acquired book in ninety days." "Come off the legacy PAS before support ends." We work back from the fixed date and say plainly which parts are genuinely deliverable.
The right agents activate, inside limits you set.
Policy conversion, claim validation, reserve reconciliation, reinsurance recovery matching, regulatory aggregation. Autonomy per process: assistive for reserving, delegated for policy conversion, autonomous for validation. Convention conflicts escalate to actuarial.
Quotes issue. Claims resolve. Reserves reconcile.
Every action carries its query and identity, and prior valuations still reproduce to the same number. Explainable at the moment it happened, to your team, your auditor or your regulator.
We map to how you already run.
Tell us which of these hurts most and we start there — not with a platform rollout.
Policy administration
Historical policy conversion with per-wave reconciliation against the legacy system.
Claims migration
Heterogeneous claims models mapped with reserve positions preserved exactly.
837 EDI processing
Claim files read, validated, enriched and written to the system of record with audit.
Underwriting data
Risk, exposure and pricing inputs conformed so decisions are explainable.
Actuarial reserving
Reserve triangles and model inputs versioned for reproducible valuations.
IFRS 17 / LDTI
Regulatory restructuring with transformation logic evidenced as it executes.
Solvency II
Submission data assembled from primary sources with provenance intact.
Reinsurance
Treaty and recovery data modelled so ceded positions reconcile.
Broker & agency
Distribution feeds normalised across differing file formats and cadences.
Fraud & SIU
Claim patterns surfaced with the supporting evidence attached to each case.
Carrier M&A
Two estates merged with reserving-convention conflicts escalated, not hidden.
Regulatory reporting
Returns produced from governed data rather than reconciled spreadsheets.
Your data. Your platform. Your call.
It runs in your cloud
Deployed inside your own account and VPC, or on-premises where policyholder data residency requires it. Nothing leaves your perimeter during the work.
Governed at every step
Every agent action logged with its query and identity. PII handling and masking aligned to the HIPAA and GDPR controls carriers are held to.
You keep what we build
Models, pipelines, lineage and agent definitions are yours. Nothing depends on a proprietary runtime you would have to keep paying for.
Reproducibility is the contract
Prior valuations must re-run to the same answer after the move. That is the acceptance test we hold ourselves to, not a nice-to-have.
If you are thinking it, it is answered here.
Set the objective. We will scope it honestly.
Bring us the estate as it actually is, deadlines included. Two to four weeks later you have a costed roadmap you own — whether or not you continue with us.