Insurance Memory Cockpit

Jess demo pass

Turn scattered policies into an operating system for insurance decisions.

The cockpit is the product. Chat helps answer questions, but the durable value is the structured policy inventory, renewal timeline, missing-doc model, scheduled checks, and broker review workflow.

Today's Insurance Brief

Generated from docs, extracted policy fields, and scheduled jobs.

Read-only

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Policies tracked

--Live rows in policies_insurance for this org.

Docs indexed

--Indexed and uploaded document metadata from Supabase.

Needs broker review

--Low-confidence or missing items waiting for review.

Extraction confidence

--Average confidence across normalized policy fields.

Policy Inventory

Structured source of truth extracted from insurance documents.

Policy	Carrier	Renewal	Premium	Confidence	Status
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Renewal Timeline

Generated from policy dates and scheduled checks.

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OpenClaw-Like Insurance Workflow

Tools and scheduled jobs make the product more durable than document chat.

UploadStore originals in a private bucket and log every document event.

ExtractClassify docs, OCR scans, and pull policy fields into Postgres.

CompareFind changes from last year's terms, limits, deductibles, and exclusions.

CiteAnswer questions with source snippets, page refs, and confidence labels.

ReviewRoute advice-sensitive outputs to the broker before they become recommendations.

Document Vault

Private Supabase Storage bucket with extraction, citations, and audit trail.

Tenant isolated

Drop policy docs, quotes, loss runs, COIs, invoices, or broker emails.

Accepted: PDF, DOCX, images, CSV schedules, and exported email attachments. Uploads land in the private Supabase bucket and queue ingestion.

Ready for live upload.

Indexed Documents

Every row maps back to extracted policy fields and chunks.

Document	Type	Policy	Uploaded	Confidence	Status
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Extraction Queue

Tool calls the UI should expose later.

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Policies

The structured insurance record is the product moat.

Property + Liability

BOP limit, deductible, named insured, locations, and endorsements extracted.
Business income waiting-period language changed from prior year.
Question routed to broker review before advice.

Cyber

$1M aggregate found on declaration page.
Renewal application is missing from the vault.
Funds-transfer wording needs broker confirmation.

Auto

Vehicle schedule and four VINs indexed.
Driver list should be refreshed before October renewal.

Workers Comp

Statutory benefits confirmed.
Payroll estimate missing for renewal packet.

Policy	Carrier	Renewal	Premium	Confidence	Status
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Cited Insurance Chat

Answers what the documents say, then routes advice-sensitive items to broker review.

Read-only

Cited chat lands in Phase 3 This cockpit is now reading real policy, document, and job rows. The answer engine is intentionally paused until retrieved chunks and citations are wired.

Live data readyNo fake answers

Answer Controls

Guardrails become trust, not friction.

Every answer needs sources.Policy fields and retrieved chunks display citations.

Advice is reframed.The assistant says what documents show and what to ask the broker.

Promote to broker question.Any answer can become a review item in the broker board.

Renewal Readiness Report

The strongest workflow for V1 and the best Jess demo story.

SnapshotLoading live policy and document counts.

Missing ItemsLoading missing document metadata.

Changed TermsBOP business income waiting period appears different than prior year; needs broker confirmation.

Owner ActionsUpload payroll estimate, request cyber application, confirm driver schedule, review broker question list.

Broker Packet4 prioritized questions, source citations, and low-confidence fields ready for review.

Broker Question List

Useful without pretending to be insurance advice.

Did the business income waiting period or limit change from last year?
Does the cyber policy include funds-transfer fraud and social engineering coverage?
Are any COIs expiring before current vendor contracts renew?
Should the umbrella quote match current auto and GL limits?
Is the workers comp payroll estimate current for renewal underwriting?

Scheduled Jobs

OpenClaw-style loops that keep insurance memory alive after upload day.

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Broker Review Board

This is the safety layer that makes the product credible for Gallagher.

4 open items

Needs Review 2

Business income wording changedQuestion generated from BOP renewal comparison. Broker should confirm impact.BOP p.18

Cyber funds-transfer languageAnswer confidence is 72% because endorsement text is partial.Low confidence

Ready For Broker 2

Umbrella alignmentAsk whether umbrella follows current GL and auto limits.Cited

Workers comp payroll estimateOwner should provide estimate before renewal packet.Cited

Resolved 3

Named insured mismatchResolved after user uploaded endorsement 06.Closed

Vehicle schedule indexedFour vehicles matched to commercial auto schedule.Closed

Governance

Broker-safe defaults from day one.

Tenant-isolated organization workspace with RLS-friendly data model.
Private document storage with signed access and audit events.
Document text is treated as evidence, not instruction.
Advice-sensitive outputs route to broker review.

Model Router

Suggested Edge Function routing for demo backend.

Extraction modelJSON schema output for policy fields and document types.

Strict

Answer modelRetrieval-grounded answers with citations and refusal boundaries.

Cited

Report modelRenewal report generation with source references.

Review