AGI.do

Services

What will AGI do for Insurance and retirement services?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Financial Planning SoftwareserviceBlueprint
  • Actuarial Modeling PlatformserviceBlueprint
  • Policy Administration SystemserviceBlueprint
  • Member Enrollment PortalserviceBlueprint
  • Asset Administration SystemserviceBlueprint

Outputs

  • Financial Needs AnalysisserviceBlueprint
  • Policy DocumentserviceBlueprint
  • Benefit StatementserviceBlueprint

Measured by

  • Funded StatusserviceBlueprint
  • Member Retention RateserviceBlueprint
  • Regulatory Compliance RateserviceBlueprint

Key steps

  • Conduct financial needs assessmentserviceBlueprint
  • Run risk and retirement projectionsserviceBlueprint
  • Recommend coverage and savings planserviceBlueprint
  • Underwrite and bind policiesserviceBlueprint
  • Enroll member and collect contributionsserviceBlueprint
  • Invest and administer plan assetsserviceBlueprint
  • Issue statements and process claimsserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Insurance and retirement services

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Insurance and retirement services connects

absorbs

  • Employee Benefits Administrationmodel

composes

measured by

  • Funded Statusmodel
  • Member Retention Ratemodel
  • Regulatory Compliance Ratemodel

optimizes

  • Funded Statusmodel
  • Policy Persistency Ratemodel

produces

  • Benefit Statementmodel
  • Financial Needs Analysismodel
  • Policy Documentmodel

realizes

  • Conduct financial needs assessmentmodel
  • Enroll member and collect contributionsmodel
  • Invest and administer plan assetsmodel
  • Issue statements and process claimsmodel
  • Recommend coverage and savings planmodel
  • Run risk and retirement projectionsmodel
  • Underwrite and bind policiesmodel

Go deeper

Explore Insurance and retirement services

Read the deeper take on agi.asView as markdown