Every engagement is built around a real insurance-document workflow.
Start with a controlled COI evaluation, move one proven workflow into production, or expand across teams and document operations.
COI Pilot
A controlled evaluation using an agreed set of the agency's own certificates before production deployment is scoped.
Deliverables
- Document classification and field extraction
- Validation and human review
- Original document access
- Review-agreement evaluation
- CSV or JSON export
- Findings, limitations and production roadmap
Ideal for
Insurance agencies evaluating CaliberNova on their own COIs.
AMS implementation is not included in the COI Pilot.
Production Workflow
One proven insurance-document workflow configured for controlled production use.
Deliverables
- Automated or controlled intake
- Agency-specific extraction and validation rules
- Human exception handling
- Team workspace and approval controls
- Monitoring and audit history
- Selected AMS implementation pathway
- Production launch configuration
Ideal for
Agencies ready to move one evaluated workflow into production.
AMS implementation is subject to vendor authorization, licensing, customer access and technical validation.
Automation Platform
Multiple document workflows, teams and operational controls managed through one platform.
Deliverables
- Multiple insurance-document workflows
- Multiple users, roles and teams
- Advanced approvals and controls
- Deeper scoped AMS functionality
- Integration monitoring and failure recovery
- Custom workflow rules
- Phased production rollout
Ideal for
Agencies and brokerages coordinating document-heavy work across teams.
Enterprise
A tailored implementation for larger organizations with broader operational, integration and security requirements.
Deliverables
- Multiple business units
- Higher document volumes
- Custom integrations
- Custom security requirements
- Dedicated implementation planning
- Commercial terms governed by the Statement of Work
Ideal for
Larger organizations requiring a custom implementation scope.
Estimated implementation window confirmed after scope, document volume, system access, and integration requirements are reviewed.
Show us the manual process.
Pick the workflow your team complains about most. We'll map how it runs today and what a delivered system would change.