AI use cases by industry
AI use cases for finance and insurance
Document-heavy work where accuracy and licensing matter. AI use cases for advisors, brokers and small finance firms.
Idea Every entry here is an idea: a realistic way AI could help, not a claim about work we’ve done.
5 of 51 use cases
- Idea
Advice records for compliance files
AI drafts the record of advice from the client meeting. The advisor confirms it's accurate before it goes on file.
- Idea
Document intake: what's here and what's missing
AI reads the documents a client submits, summarises each one and lists what's still missing for the file. A person confirms before anything is relied on.
- Idea
Plain-language explanations of a policy
AI drafts a plain-language explanation of what a client's policy covers and doesn't. A licensed person checks it before it reaches the client.
- Idea
Summaries of long claim files
AI summarises a long claim file into a timeline with references back to each document, so an adjuster can get up to speed quickly. The decision stays with the adjuster.
- Idea
What changed at renewal
AI compares the renewing policy with last year's and lists what changed in price, coverage and terms, ready for the client conversation.
Browse by role
How to read this list
Every entry is the same deal: AI takes the low-value work, and a person keeps the judgment. Not every task should go to AI, either. If a job follows fixed rules, an ordinary automation usually does it cheaper and more reliably, and we’ll say so when that’s the case.
The list is tool-neutral and it keeps growing. Want to talk through which of these fit your team? Get in touch.
Further reading
- Google Cloud: real-world generative AI use cases (large enterprises, mostly)
- Microsoft Scenario Library (scenarios by department, Microsoft tools)