Policy and relationship context
A dedicated insurance capability connected to the broader Zoe business context.
INSURER CORE / AVAILABLE INDUSTRY PACK
Insurance,
operated as one.
An insurer-core operating system for New Zealand and Australian insurance operations.
41.2865° S / 174.7762° E
THE INDUSTRY PROBLEM
Specialist work is too often separated from the business around it.
Insurance organisations commonly reconnect industry software, finance, people, documents, customer communication and reporting by hand. Context is duplicated, controls are inconsistent and the operating history becomes difficult to follow.
Zoe keeps the specialist workflow deep while connecting it to the shared operating core.
The same customer, supplier, employee, product, project, financial and document context can support the industry application. Zoe does not force domain depth into a generic CRM, and it does not isolate the domain inside another vertical silo.
Live capability, available packs, platform solutions and solution designs are labelled clearly so implementation starts from an honest scope.
CORE WORKFLOWS
Domain depth on a shared operating foundation.
These workflows connect to finance, people, documents, knowledge, AI and deployment rather than operating as a separate application stack.
Claims operating pathways
A dedicated insurance capability connected to the broader Zoe business context.
Document-led intake
A dedicated insurance capability connected to the broader Zoe business context.
Broker and customer service
A dedicated insurance capability connected to the broader Zoe business context.
Premium and commission accounting
A dedicated insurance capability connected to the broader Zoe business context.
Compliance and renewal workflows
A dedicated insurance capability connected to the broader Zoe business context.
AI USE CASES
Intelligence inside the industry workflow.
Zoe AI roles use the same governed business and document context as the people doing the work. Recommendations, prepared actions and exceptions remain reviewable.
Intelligent intake
Zoe can assess incoming insurance email, documents and forms, connect them to the right record and prepare the next step.
Operational copilot
Users can ask questions across insurance records, history, documents and policy without separating the answer from the work.
Exception monitoring
AI employees can watch deadlines, missing evidence, stalled activity and operating exceptions, then escalate within agreed boundaries.
DOCUMENT INTAKE
From incoming evidence to structured work.
Zoe OCR and Document Intake can turn uploaded, emailed, scanned, API-delivered and web-submitted material into governed records—with human review when confidence or policy requires it.
Email & correspondence
Classify communication, identify the related insurance record, preserve context and prepare accountable follow-up.
Forms & evidence
Extract structured fields from uploaded, emailed or API-delivered documents and route uncertain results for review.
Contracts & operational files
Keep agreements, specifications, certificates, reports and attachments connected to the transactions and decisions they explain.
REPORTING & GOVERNANCE
Trace the outcome back to the work.
Operational measures, financial results, approvals, source documents and activity history can be considered together. Exact compliance and assurance requirements are configured for the jurisdiction and customer environment.
01Industry work→
02Evidence→
03Approval→
04Financial effect→
05Reporting→
06Audit history
MIGRATION PATH
Bring the operating history into the new model.
Zoe Data can combine extracts, APIs, databases, files and document archives from the existing industry and finance stack. Scope is reconciled before cutover so history is not silently reduced to opening balances.
01Discover→
02Extract→
03Map→
04Convert→
05Reconcile→
06Go live
START A CONVERSATION
See Zoe for insurance.
Bring the real workflows, documents, controls and source systems. We will distinguish what is live, what is available and what should be designed around your organisation.
Book a private demo ↗