Insuretech: Fire Your Underwriter! Let's Build an Underwriting Engine

This article will take the concept of writing an underwriting engine allowing APIs and platforms to collect user information and be able to provide an accurate quote based on those values. As this application matures, I will introduce the ratings engine to a module that will analyze the...

Insuretech: Fire Your Underwriter! Let's Build an AI Underwriting Engine - pt 2

In the first article, I wrote a very rudimentary rules engine. The purpose was to write a function that we could pass an input value (the purchase price of the widget) and it would return a quote. In this article, I am going to randomize a number of "applications" by generating purchase...

Insuretech: Using Python and Pandas for Insurance Data Analysis

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The Web Is Dead...Let the Era of Niche Social Media Platforms Begin

In the world of social media, Facebook reigns supreme...regardless of whether or not you choose to use it. Wannabe Facebook offspring have spawned and sprouted their way into existence, with classes of users that tend towards one platform or another. LinkedIn dominates the business world,...

Using Word templates and docx to generate PDF

In the theme of automating tasks for the everyday insurance agency, this article is going to explore the use of various PDF writers to generate PDF documents based on a template, specifically, a Word template. Let's start by looking at what we need to create and then working backwards....

Auto-completing Insurance Applications

Today I am going to look at the first of several scenarios where we have captured customer information within our database, and we need to send a down-stream insurer the applicant's information. However, the information is in the insurer's own proprietary format. For those that don't know the...

Part 5: Building an Insurance Claim Chatbot Using Hubot

I am going to change gears a little bit here by switching from Python to Node.js, because I really want to test drive Hubot from Github. I am following the instructions from their site, so will quickly run through those and then get more into the claims...

Automating the Agency

I went to a new take-out Poke restaurant for lunch the other day. There was a very simple procedure to order your food (think Soup Nazi from Seinfeld), where at the end, a sign read: "Cash Not Accepted".

These were my observations: 1. An older couple saw the "Cash Not Accepted" sign on...

"Get 'em on the phone!" the strategy that will either rescue or destroy insurance agencies

Repeat it with me: "Ommmmm ..... get 'em on the phoooone." The most successful agencies in the country operate by that mantra. So ingrained in that belief, their websites, advertisements, and entire business strategy is focused around the singular activity of getting the applicant on the...

Part 4: Introducing Rasa to Insurance Claim Chatbot

Building a Chatbot for Insurance Claims Processing

The point of this series is to review various approaches for building a Chatbot that is capable of interacting with a user to capture claim information. In this first few articles, we built the bot using hard-coded lookups and...

Part 2: Adding Structured Data to ChatBot

In the last article, I showed how one could build a chatbot and through brute force, get it to behave by calling different methods based on the prior question's input. Now, we want to use a data source to contain the questions and answers, then write a generic method that will retrieve the...

Part 3: Migrating Chatbot from CSV to JSON

Now that we have shown how questions and responses can be stored and fetched dynamically from a CSV file, we should move to something more structured for containing the data.

JSON stands for JavaScript Object Notation and a basic definition and description of it can be found

Part 1: Using Brute Force to Build a Chatbot

In this series, I will write a chatbot that will assist the insured in initiating their claim and interacting with the insured to include as much detail as necessary for the insurance company to successfully and expediently process the claim. This first article will cover the very basics of...