Assess and Prioritize Agentic AI Use Cases in Insurance

P&C insurers need to improve speed and efficiency in underwriting and claims without weakening accountability or decision quality.
Not every insurance decision is appropriate for autonomous execution, making it critical to define where AI can act, recommend, or require human control.
Poorly governed autonomy can increase pricing, settlement, fairness, documentation, and adverse consumer outcome risk.
As agentic AI interest grows, insurers face increasing pressure to make informed use case decisions that balance business value, risk exposure and appropriate autonomy across use cases.

Our Advice

Critical Insight

Agentic AI delivers value in P&C insurance only when insurers replace isolated pilots with cross-functional use case prioritization, turning experimentation into governed investment decisions that can scale across underwriting, claims, and other high-impact workflows.

Impact and Result

Define where agentic AI can act, recommend, or remain human-led across underwriting and claims.
Align IT, business, risk, and compliance to evaluate and prioritize defensible, high-value use cases.
Establish governance, oversight, and escalation thresholds so selected use cases can scale responsibly.

Assess and Prioritize Agentic AI Use Cases in Insurance Research & Tools

1. Assess and Prioritize Agentic AI Use Cases in Insurance Phases 1-3 – Enable IT leaders in P&C insurance to prioritize high-value agentic AI use cases across underwriting and claims and scale adoption with clear governance, ownership, and control.

Use this storyboard to move from AI experimentation to real business impact. It enables IT leaders in P&C insurance to quickly identify high-value agentic AI use cases across underwriting and claims, align stakeholders on what to prioritize, and scale with confidence through clear governance, oversight, and measurable outcomes.

2. Agentic AI Use Case Tool for P&C Insurance – Identify, score, and prioritize the Agentic AI use cases most ready to deliver value across P&C insurance.

Use this tool to define scoring criteria, evaluate each use case against business impact and implementation feasibility, and compare results in a clear portfolio view. Align IT, business, risk, and compliance on what to pursue, filter out low-value or high-risk options, and focus investment on the use cases best positioned to scale with confidence.

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Guided Implementation 1: Establish Context

Call 1: Scope objectives, use case priorities, and your specific underwriting and claims challenges.
Call 2: Align on foundational agentic AI concepts and what makes them different in regulated P&C environments.
Call 3: Explore agentic AI in practice.

Guided Implementation 2: Shape the Use Cases

Call 1: Anchor AI capability to business context and capabilities.
Call 2: Develop and refine agentic AI use cases.

Guided Implementation 3: Prioritize Opportunities

Call 1: Score use cases for prioritization.
Call 2: Review and validate the prioritized P&C use case portfolio.

Author

Vidhi Trivedi