Renewal and retention
The whole process executed by the platform and supervised by exception.
orbit insurance
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Insurance core · Supervised operations
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In construction
AI executes. You supervise by exception.
orbit insurance is the core where an agency's processes, renewal, collection, retention, policy issuance and administration, run on their own and a person supervises through exception queues, alerts, and sampling. Today it is under construction: there is a definition, an architecture, and part of the platform, and there is no client operation. We say so before you ask.
orbit insurance
insurance core · operations
01 · Context
The problem we are solving.
A mid-sized agency administers tens of thousands of policies with legacy systems and spreadsheets. Renewing, collecting, and retaining depend on someone remembering in time. The tools that exist offer a copilot: the AI suggests and the person still executes everything. The bottleneck does not move, because the work is still human end to end.
02 · What it is
orbit insurance in one sentence
A multitenant platform where the agency's core processes run autonomously and a person supervises through exception queues, alerts, sampling, and a dashboard. It is deliberately supervised autonomy rather than full autonomy: the agent is the one answerable to the regulator, and the design neither removes nor blurs that responsibility.
03 · How it works
Four steps. No magic.
This is how the product we are building is designed.
01
The operation is configured per tenant
Every agency runs its own space, with its brand, its modules, and its rules.
02
The platform executes the process
Renewal, collection, and retention run end to end, without asking for step-by-step approval.
03
The person supervises by exception
Exception queues, alerts, sampling, and a dashboard. Most transactions never touch anyone.
04
Everything stays auditable
Every system action leaves a trail, because the regulated party is still the agent.
04 · What it does
What it is being built for.
The scope of the first release, with the auto line as the starting point.
Collection with reconciliation
It is in scope for the first release, together with commissions.
Policy issuance and administration
The core of the agency operation, starting with the auto line.
Operation under your own brand
Every agency runs its space under its own identity, not ours.
05 · Benefits
What changes when you have it.
Four differences from a copilot that only suggests.
Request demo1
The platform executes, it does not only suggest
The difference from a copilot is who does the work: here the system does it and the person reviews what falls outside the norm.
2
Supervision happens by exception
Queues, alerts, and sampling instead of reviewing transaction by transaction.
3
Multitenant, under your own brand
Every agency runs its isolated space with its identity and its modules.
4
Responsibility stays where it belongs
The agent remains the regulated party and the platform is the tool: the design keeps that boundary on purpose.
06 · Before and after
What changes, side by side.
An honest comparison between running on a copilot and running on supervised autonomy.
Before / Without orbit insurance
Today's day-to-day
- ✕ Renewal depends on someone remembering in time
- ✕ The AI suggests and the person executes everything
- ✕ Every transaction goes through human review
- ✕ The book lives between legacy systems and spreadsheets
After / With orbit insurance
The supervised operation
- ✓ The process runs end to end without reminders
- ✓ The platform executes and the person supervises
- ✓ Only the exception reaches a queue
- ✓ The operation lives in a core under your own brand
07 · Industries
For agencies with a book of business.
It is the product's only market: whoever administers an insurance book. No other industry.
01 / Insurance agencies
A book administered on supervised autonomy
The buyer it is being built for.
02 / Agencies with their own book
Renewal and retention as the first scope
The process the platform starts with.
07 · Video
Let us see it in action.
The organization map with its ten modules, one module dashboard from the inside with its renewal windows, and the policy registry. This is how the platform we are building looks.
08 · Contact
Let's see it with your operation.
In 30 minutes we tell you whether orbit insurance fits your process, what it integrates and what it doesn't, and what a pilot looks like. If it doesn't fit, we tell you that too.
Run the discovery with rocky