Insurance

Policy change verification

Malleable handles routine policy change requests with the right checks, drafts, approvals, and audit trail, reducing manual service work without skipping compliance.

Malleable Workflow
For routine policy change requests, prepare the verified endorsement or update from the request, identity/authority checks, policy rules, and approval requirements.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Policy change request

Verify Authority

Confirm requester identity, policy authority, and required signatures.

Gmail
Confirms requester identity and policy authority from the email thread.
DocuSign
Checks signer status and required authorization.

Parse Change

Extract requested endorsement, effective date, affected coverage, and docs.

Gmail
Extracts endorsement details, effective date, coverage, and docs.

Check Rules

Validate policy rules, required approvals, and compliance constraints.

Guidewire
Validates policy rules, approvals, and compliance constraints.

Licensed Approval

Ask licensed staff to approve change or request more information.

Slack
Sends the change request to licensed staff for approval.

Post Change

Update policy, notify requester, and log compliance rationale.

Guidewire
Updates the policy record and logs compliance rationale.
Gmail
Notifies the requester with the approved policy change.
Waits
Handoff to resume workflow
Licensed Approval Review
Ask licensed staff to approve change or request more information.
Complete
Verifying requester identity and authority...
How It Works
  1. 1Verify Authority: Confirm requester identity, policy authority, and required signatures.
  2. 2Parse Change: Extract requested endorsement, effective date, affected coverage, and docs.
  3. 3Check Rules: Validate policy rules, required approvals, and compliance constraints.
  4. 4Licensed Approval: Ask licensed staff to approve change or request more information.
  5. 5Post Change: Update policy, notify requester, and log compliance rationale.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Routine changes move quickly
  • Authority is verified
  • Licensed approvals are captured

Integrations

GuidewireDocuSignGmailSlack

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