Insurance · For Underwriters, Brokers, and Claims Teams

Spend Less Time on Paperwork, More Time with Clients

Your AI coworker for carriers, brokerages, and MGAs. Reads policy wordings, drafts endorsements and COI packets from your existing templates.

Sample output: Policy Comparison Memo Kuse generated from three carrier wordings
By the numbers

Documentation Is Where the Hours Go

30–50%

of insurance team time is spent on documentation, claims processing, and client communications, work generative AI can substantially compress.

Generative AI can free underwriting, claims, and customer-facing teams from the documentation work that consumes much of every week, redirecting that capacity to judgment-heavy work that drives growth and retention.

Paraphrased from McKinsey, The future of AI in the insurance industry, 2024
From quote to claim

Where Kuse Steps Into Your Insurance Workflow

Each stage of the policy lifecycle creates documents. Kuse reads, drafts, and files them, leaving the judgment calls to your team.

01

New Business

Read submission emails and ACORD forms, extract risk details, and populate your underwriting worksheet from the source documents.

02

Underwriting

Pull loss runs, check carrier appetite against your guidelines, and draft underwriter memos with cited policy clauses.

03

Policy Issuance

Generate declarations pages, endorsement schedules, and certificate of insurance templates from your wordings library.

04

Servicing

Draft renewal letters, COI requests, and mid-term endorsements. Every output filed back to the client folder automatically.

05

Claims

Summarize first-notice-of-loss reports, cross-reference policy wording, and draft adjudication memos for the assigned adjuster.

06

Renewal

Pull prior-year loss runs, prepare renewal applications, and draft proposals tailored to each account on the schedule.

What Kuse can do

Built for the full scope of insurance work

Beyond documentation. Kuse handles documents, builds intake pages, and runs recurring workflows across the tools your team already uses.

Coverage Memo
Policy Comparison
Coverage
Carrier A
Carrier B
General Liability
Professional
Cyber
D&O
Recommendation
01

Create insurance work products

Turn emails, policy files, trackers, and client data into underwriting memos, coverage comparison sheets, premium sheets, loss run summaries, claims summaries, COI packets, renewal proposal decks, and client presentation decks.

Underwriting memoCoverage sheetPremium sheetRenewal deckCOI packetClaims summaryLoss run summaryClient presentation
kuse.app/renewal
Vantage Risk · Renewal Form
Policy Renewal Questionnaire
Insured name
e.g. Riverside Manufacturing Co.
Coverage type
Select — GL / Professional / Cyber / D&O
Renewal effective date
Select date
No material changes to operations since last renewal
Submit for Review
02

Build websites when collection needs structure

When email back-and-forth slows down renewals, COI requests, or new submissions, Kuse builds a structured intake page that collects exactly what your team needs.

Submission websiteRenewal questionnaireClient request pageClaim intake pageCOI request pageFile upload page
Every Monday · 9:00 AM
Renewal priority workflow
SmartsheetSmartsheet renewals
OutlookOutlook inbox
SalesforceSalesforce client data
Output
Renewal Priority Doc
03

Handle recurring policy lifecycle work through your apps

Connect Outlook, Gmail, Salesforce, Airtable, Smartsheet, DocuSign, and Slack. Kuse runs on a schedule or when something arrives, and delivers a review-ready doc to your workspace.

Monday renewal listCOI request prepClaim summarySubmission extractionWeekly claims updateClient follow-up
A day with Kuse

How an insurance team's day changes

8:45 AM
Renewal workflow

Kuse checks Smartsheet and Outlook, then prepares renewal priorities and flags accounts with missing information.

10:30 AM
Submission summary

A new submission arrives by email. Kuse extracts the risk details and updates the underwriting sheet.

1:30 PM
Client presentation

Kuse creates a renewal proposal deck from the coverage comparison sheet and loss run summary.

3:00 PM
COI request

Kuse pulls client details and policy files from Salesforce and Google Drive to prepare certificate information for review.

Friday
Claims summary workflow

Kuse summarizes open claims, recent status changes, and pending client follow-ups into a weekly review doc.

Real outputs

Documents Kuse Drafts for Insurance Teams

Every output below is a real document type insurance teams produce weekly. Each one drafts from your wordings, templates, and client files.

Policy Comparison Memo

Output

Policy Comparison Memo

Side-by-side of three carrier wordings. Coverages, exclusions, sub-limits, and a recommendation narrative.

First-Notice-of-Loss Summary

Output

First-Notice-of-Loss Summary

Triage memo extracting incident details, applicable coverage clauses, and recommended next steps for the adjuster.

Renewal Proposal Letter

Output

Renewal Proposal Letter

Branded client letter with current coverage summary, renewal terms, and side-by-side carrier options.

Plugs into your stack

Works With the Tools Insurance Teams Already Use

Kuse pulls submissions from your inbox, references your policy wordings, and writes back to your AMS and document store. No new system to learn.

Outlook & Gmail
Salesforce FSC
Applied Epic
DocuSign
NetDocuments

Plus 1,500+ apps via Pipedream, including HubSpot, Slack, and Google Workspace.

Example prompts

Tell Kuse what you need

The breadth of what insurance teams ask Kuse to handle.

Every Monday at 9 AM, check Smartsheet renewals and Outlook emails and create a renewal priority doc.
When a COI request arrives in Gmail, prepare a certificate information doc from Salesforce and Google Drive.
Create a coverage comparison sheet from three policy files in Box.
Create a renewal proposal deck from the coverage sheet and loss run summary.
Build a renewal questionnaire website for clients to submit updated information before renewal.
When a new submission arrives by email, extract risk details into an underwriting sheet.
Every Friday, create an open claims summary doc from Slack threads, email, and Smartsheet.
Create a premium comparison sheet with three carrier options and recommendation notes.
When DocuSign completes, update the client servicing checklist and file to the client folder.
Create a client presentation deck explaining coverage changes and renewal terms.
Every Monday at 9 AM, check Smartsheet renewals and Outlook emails and create a renewal priority doc.
When a COI request arrives in Gmail, prepare a certificate information doc from Salesforce and Google Drive.
Create a coverage comparison sheet from three policy files in Box.
Create a renewal proposal deck from the coverage sheet and loss run summary.
Build a renewal questionnaire website for clients to submit updated information before renewal.
When a new submission arrives by email, extract risk details into an underwriting sheet.
Every Friday, create an open claims summary doc from Slack threads, email, and Smartsheet.
Create a premium comparison sheet with three carrier options and recommendation notes.
When DocuSign completes, update the client servicing checklist and file to the client folder.
Create a client presentation deck explaining coverage changes and renewal terms.

Built for the work insurance professionals actually do.

Talk to our team about a workflow walk-through tailored to your line of business.