Clementine Tech Inc. is a Toronto-based RPA implementation firm founded in 2021. We are a consultative, results-oriented automation team serving Canadian insurance brokerages first and foremost. Our bespoke bots connect disjointed software systems by mimicking human actions – such as mouse clicks and keystrokes – to eliminate manual effort and streamline operations. We thrive in any BMS environment, helping brokerages automate burdensome tasks and optimize their human capital. For more information, visit clementinetech.ca.
Technical Requirements
AI models with context on industry benchmarks and policy structures to interpret existing policy terms, endorsements, and clauses.
Integration with BMS to retrieve client profiles, exposure information, and historical policy data.
Data ingestion and continuous updates to ensure alignment with typical coverage patterns and industry guidance.
Data security and compliance features to protect client information.
Functional Scope
Analyze client-submitted data, including exposures, business context, and other relevant information.
Extract and interpret existing policy terms (e.g., endorsements, exclusions, clauses).
Benchmark against typical coverage patterns and industry guidance to identify coverage gaps.
Prioritize identified coverage gaps and provide rationale based on considerations such as industry standards and risk.
Recommend relevant products and coverage options tailored to the client profile, and generate summaries for client discussions.
