Endorsement Agent
Processes policy mutations — address change, co-insured, object change — without manual intervention so the policy stays accurate.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Processes policy mutations — continuously, in your systems, in your tone.
In insurance, processes policy mutations — address change, co-insured, object change — without manual intervention so the policy stays accurate — but doing it manually does not scale. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Endorsement connects to Endorsements, Mutations, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then processes policy mutations — address change, co-insured, object change — without manual intervention so the policy stays accurate. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Endorsements · trigger fired
- Endorsement processes — Mutations · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Endorsements
- Mutations
- Automated actions
- Drafts & summaries
Potential integrations
Endorsements · Mutations · Shopify · Slack · Airtable · Google Sheets
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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