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Insurance and risk carriers

Underwriting, claims, broker, and policyholder risk operations.

Assess third-party controls, AI usage, exposed assets, claims workflows, and residual risk with repeatable evidence and portfolio-level reporting.

Agent roles and workflows

third-party risk · claims workflow reviewer · AI governance · portfolio risk · remediation supervisor

Select the installed agents and test their models, tools, permissions, and connectors before authorizing the mission. The available catalog depends on your deployment and release.

Agent verification and testing →

Requirements in context

SOC 2 · ISO 27001 · NIST CSF · GLBA where applicable · state insurance requirements

Set applicability for your assets, jurisdictions, and system boundaries. Connect control owners, current policies, technical tests, exceptions, and review decisions.

Explore regulatory evidence workflows →

A practical route from scope to evidence

  1. 01

    Scope and connect

    Define the customer profile, authorized assets, and responsible owners. Underwriting, claims, broker, and policyholder risk operations.

  2. 02

    Test and investigate

    Use third-party risk, claims workflow reviewer, AI governance workflows with approved credentials and mission limits. Preserve source evidence and failures alongside findings.

  3. 03

    Remediate and verify

    Assign corrective work, obtain approvals, capture changes, and retest. Export the evidence, exceptions, and status history for business owners and assessors.