Global AI deploys agentic AI platform to automate compliance-critical insurance workflows
A leading European insurance and asset management group has implemented Global AI's agentic AI platform to automate a high-volume, compliance-critical back-office process. The roll-out replaces a manual, document-heavy workflow with a governed validation layer integrated directly into customer channels and core systems.
The deployment was completed under enterprise security, data privacy, and regulatory requirements, aligning with internal governance and external supervisory expectations. The outcome: lower operating costs, faster customer resolution, and fewer compliance and reputational risks through consistent, governed validation.
What was deployed
- A governed, on-premise agentic AI orchestration layer that plugs into existing channels and core platforms.
- Automated validation across documents and data, with clear rules, audit trails, and exception handling.
- Controls mapped to enterprise security, data protection, and regulatory standards.
Results insurers care about
- Reduced manual effort and processing costs across a high-volume workflow.
- Shorter time to resolution for customers and partners.
- Lower compliance exposure through consistent validation and full traceability.
- Proof that agentic systems can operate safely in deterministic, audit-sensitive processes at enterprise scale.
Why this matters for insurance operations
Many core processes still depend on people manually checking documents, rules, and exceptions. Agentic AI can take on the repetitive validation work, escalate edge cases, and maintain an audit-ready record of every decision.
- Claims intake: document checks, policy coverage validation, fraud signals, and escalation paths.
- Onboarding and KYC/AML: identity verification, sanctions checks, and data completeness.
- Policy servicing: endorsements, beneficiary changes, and suitability checks.
- Complaints handling: routing, documentation, and response standardization.
- Regulatory reporting: data quality checks before submission.
Compliance-first by design
The implementation follows enterprise security and privacy controls, with clear governance around data use and model behavior. For teams operating in the EU, aligning controls to guidance from supervisors such as EIOPA is key.
Helpful reference: EIOPA Guidelines (ICT, governance, and outsourcing) for control mapping and audit expectations.
How to implement safely and at scale
- Choose the right workflow: high volume, clear rules, and measurable outcomes (cost, time-to-resolution, quality).
- Run on-premise or in a locked-down VPC with strict access controls and data minimization.
- Codify validation rules and evidence capture; keep a complete, immutable audit log.
- Use human-in-the-loop review for exceptions and threshold breaches.
- Establish model risk management: testing, monitoring, drift checks, and change control.
- Integrate with existing policy admin, claims, CRM, and content management systems via APIs.
- Define KPIs and QA: straight-through-processing rate, exception rate, rework, and compliance findings.
Executive perspective
Darko Horvat, Chairman and CEO of Global AI, said: "This engagement demonstrates how agentic AI can be applied responsibly and effectively in regulated insurance environments. By deploying a governed, on-premise agentic AI orchestration layer, we enabled our client to automate a complex, audit-sensitive workflow while maintaining full control, transparency, and regulatory alignment. This project validates that agentic AI is ready for enterprise-scale insurance operations, not just experimentation."
About Global AI
Global AI builds agentic products and solutions for enterprises. Its platform enables organizations to design, deploy, and scale AI workflows with governance and compliance built in. The company focuses on secure, high-performance AI that supports decision-making, accelerates transformation, and drives measurable value.
What insurance teams can do next
- Identify one document-intensive process with clear validation rules and high manual effort.
- Map required controls to your internal policies and relevant supervisory guidance.
- Pilot with a narrow scope, track KPIs weekly, and expand once audit readiness is proven.
- Upskill teams on agentic workflows, governance, and on-prem orchestration.
For structured learning paths by role, see Complete AI Training - Courses by Job.
Your membership also unlocks:
