A governed AI workforce for the operational grind of banking and insurance — reconciliation, broking, claims triage and credit control — inside the core systems you already run.
A governed, audited fleet that works premium debt and broker imbalances daily, triages claims intake, tracks complaints against DISP timescales and reconciles the ledgers each morning — with fail-closed tool-policy and a tamper-evident ledger that survives a regulator's review.
The work lives in the seams
Heavyweight core systems — policy admin, claims, broking, billing — surrounded by spreadsheets, email and PDFs the core never ingests, so 'which premiums are unpaid, which claims are stuck, which cases breach SLA' is reconstructed by hand under FCA conduct rules.
Your stack today
Real software, wrapped as tools your agents can use — no rip-and-replace. Any system not listed is wrapped to order.
From your systems to your agents
We wrap each system as a clean, named tool at the MCP boundary — so a specialist sees tools, not vendor APIs, and one system breaking never cascades into the rest.
The specialists for financial services
Named agents for this sector — each a transferable function, grounded on a specialist already running live in the fleet.
Premium & Credit-Control Controller
Reads the billing ledger, identifies unpaid premiums and broker-account imbalances, drafts conduct-aware reminders and escalates lapse-risk policies ahead of cancellation, gated on every send.
Modelled on Sarah · Credit Control Specialist (Legacie)
Claims Intake & Triage Handler
Triages first-notification-of-loss email and documents, classifies severity and line of business, extracts key fields into the claims engine and routes complex or suspicious claims to a handler.
Modelled on Henry · Blocks Support Agent (Legacie)
Conduct & Complaints Compliance Officer
Tracks complaints and conduct cases against FCA DISP timescales, reconciles status across systems, flags SLA breaches and assembles the audit trail with redaction-safe logging.
Modelled on Brian · Group HSQE Manager / IMS Administrator (WH Scott)
Reconciliation & Operations Accountant
Runs daily reconciliations across core-banking and billing ledgers, drafts the break narrative and produces the operational and regulatory reporting pack.
Modelled on Aaron · Management Accountant (Legacie)
Underwriting Submission Analyst
Extracts and enriches data from inbound submissions, summarises risk against appetite and surfaces out-of-appetite cases for fast decline — presenting, never deciding.
Modelled on Georgia · Business Intelligence (WH Scott)
Renewal & Submission Coordinator
Assembles renewal packs and new-business submissions, gathers supporting documents, drafts the market presentation and chases missing information from the client.
Modelled on Ruby · Executive Personal Assistant (Legacie)
What the fleet does
A governed specialist for each job — each allowed exactly one role, each gated, attributed and audited. We never put judgement and a send button in the same box.
Premium and credit-control desk
Credit ControllerReads the billing ledger, identifies unpaid premiums and broker-account imbalances, drafts reminders within FCA conduct expectations and escalates lapse-risk policies ahead of cancellation.
Outcome. Premium debt and broker-account discrepancies are worked daily, with conduct-aware messaging and approval gates on external sends.
Claims intake and triage
Support ConciergeTriages first-notification-of-loss email and documents, classifies severity and line of business, extracts key fields into the claims engine and routes complex or suspicious claims to a handler.
Outcome. Claims are logged and routed faster, with the routine extraction done and adversarial/fraud-flagged cases held for a human.
Renewal and submission preparation
Executive AssistantAssembles renewal packs and new-business submissions, gathers the supporting documents, drafts the cover and market-presentation narrative and chases missing information from the client.
Outcome. Brokers and underwriters receive complete, on-time submissions instead of assembling them under deadline pressure.
Reconciliation and operations reporting
Management AccountantRuns daily reconciliations across core-banking and billing ledgers, drafts the break narrative and produces the operational and regulatory reporting pack.
Outcome. Reconciliation breaks are surfaced and explained each morning rather than chased at period-end.
Conduct and complaints monitoring
Compliance ManagerTracks complaints and conduct cases against FCA DISP timescales, reconciles status across systems, flags SLA breaches and assembles the audit trail with redaction-safe logging.
Outcome. Complaint timescales are met and evidenced, with a tamper-evident record that survives a regulator's review.
Underwriting submission analysis
Business AnalystExtracts and enriches data from inbound submissions, summarises the risk against appetite criteria and surfaces out-of-appetite cases for fast decline — never deciding, only presenting.
Outcome. Underwriters triage and clear submissions faster from a structured summary, with the risk decision reserved for the underwriter.
No client named here — only what we’d build
Capability-framed: jurisdiction-routed group credit control already runs live for WH Scott Group (statutory interest applied EUR vs GBP), and the platform's fail-closed tool-policy, recipient-bound outbound grants and tamper-evident audit ledger are exactly the governance a regulated insurer or bank needs — the core systems swap from Business Central to Guidewire/Acturis while the controls hold.
Every agent above is grounded on a specialist already running live in the fleet — the same patterns, wrapped onto your systems.
Give us a job description. You get a tested agent.
Brief it like you would a new hire. We build it, test it against your reality until the evals are green, ship it in 14 days — then keep adding features so your agents always stay ahead.
- Role
- Premium & Credit-Control Controller
- Owns
- Reads the billing ledger
- Good looks like
- Its one job done every day, to a standard we test before it ships.
- Never
- Send or commit anything external without a human approval.
- 1Build
Systems wrapped as MCP tools. One job, one gate.
- 2Test
Golden traces + shadow mode behind a reply whitelist.
- 3Ship
Live on your channels in 14 days — governed and audited.
- 4Iterate
Monthly evals + new features, so it stays ahead.
Sarah
Premium & Credit-Control Controller
- Golden traces passing
- Approval gate on every external send
- Attributed + audited
“An agent you cannot test is not a product. It is a rumour with API access.”
See how we workPut your financial services operation on autopilot
Start with a £2,500 AI Readiness Audit on your stack — a ranked map of where the integration tax costs you most, fully credited against any engagement.