Insurance
The systems and notes on this site that start from an insurance problem: claims, policy documents and underwriting.
A lot of what I build starts with an insurance problem, because that's where I've spent much of my career. This page collects those systems and notes in one place. The techniques travel well beyond insurance, and the rest of the site covers those too.
Systems
- PolicyTrace: reads a UK motor policy pack and returns one checked record for the claims handler, with every value traced to its line in the PDF. Live demo and open code.
- UK Company Pre-Screen: a first look at a UK company for a commercial underwriter. Rules decide whether to carry on, refer or decline, agents explain it, and every check it couldn't run is shown. In progress, with a write-up soon.
Start with these
- Before a motor claim can move, someone has to dig through the policy PDFs: the problem, in a handler's terms, and what an insurer would need to test.
- Two documents, one policy, four disagreements: when the Schedule and the Certificate disagree, and the bug that showed.
- Nothing found isn't the same as nothing checked: why a check that never ran must never read as clear.
The full PolicyTrace series is here, in order. If you work in claims or underwriting and see a gap I've missed, I'd like to hear about it on LinkedIn.