LinearPilot for Insurance
Keep a policyholder master, take claims through forms and automations, and run policyholder data through named AI providers under no-training terms, with sensitive fields masked before anything leaves.
Policy lifecycle management
Track every policyholder and policy in Clients. Automations flag upcoming renewals and expirations so nothing lapses.
- Policyholder master record in Clients
- Automation-driven renewal and expiration reminders
- Policy documents stored in Drive with versions
Insurance operations, modernized
Claims intake and workflow
Claims arrive through a form, an automation routes them, AI extracts the fields from attached documents, and a decision letter is drafted for your approval.
- Claims intake through Forms
- Automation routes each claim through its workflow
- AI extracts fields from claim documents
Endorsements, claims sign-offs, and underwriting — signed in-workflow
PAdES-B-LT signed PDFs attach to the policy record automatically. Regulators get a verifiable chain of custody, and every signature carries an embedded timestamp.
- Policy endorsements signed and filed in one step
- Claims approvals with legally defensible signature audit
- Underwriting acknowledgments and policy riders on the same thread
Built for insurance operations
Policyholder master
Every policyholder and policy tracked in the Clients master.
Policy documents
Store policies in Drive and let AI extract the key fields.
Claims intake
Policyholders file claims through a form you build.
Claims workflow
Automations route each claim through its steps on a real scheduler.
Endorsements signed
Endorsements and approvals signed with a PAdES audit trail.
Client mail
A connected Gmail or Outlook inbox with AI drafting and spam screening.
Pull up the Rivera household's active policies and start their auto renewal.
The Riveras hold three active policies in Clients — auto, home, and umbrella — and the auto one renews next month. I've drafted the renewal notice and queued it in Mail; it won't send until you approve it.
Your data stays yours
AI features are off until someone turns them on. When they are on, the text being analysed goes to the AI provider we name on our Sub-processors page, under terms that exclude it from training.
With Data Shield, names and identifiers LinearPilot detects are masked before the request leaves, and restored in the answer. Detection is automatic and not perfect, so treat it as a reduction in exposure rather than a guarantee.
Every change the AI proposes waits for explicit human approval before it happens.
With Data Shield, you define your own policy-number templates to mask. See Data Shield
Your Company Data
Documents, client records, financial data, internal communications — all stored securely in your LinearPilot workspace.
LinearPilot
Your workspace- Stores your documents and records, encrypted, isolated per company
- Masks sensitive fields before a request goes out; Data Shield adds name and identifier masking
- Logs every AI action, and gates modifying actions behind your approval
External AI provider
- Receives the text being analysed — including document content — and your question
- Handles it under API terms that exclude it from training their models
Protect your clients. Protect their data.
Insurance operations on infrastructure you control.
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