FIELD GUIDE 02
Compare integration responsibilities
Compare agency, carrier and workflow software on their own terms.
Begin with the operating role and business process. Carrier underwriting, agency management, customer service and process orchestration require different products and integration plans.
Define existing system integration.
Write down the current process, the expected output and the person responsible for approving it. For insurance technology, make existing system integration an explicit part of the brief rather than an assumption hidden in a demo.
Give each provider the same task.
- Agency or carrier fit: state the requirement, ask for evidence and record any limitation before the pilot.
- Existing system integration: state the requirement, ask for evidence and record any limitation before the pilot.
- Audit and human review: state the requirement, ask for evidence and record any limitation before the pilot.
- Implementation scope: state the requirement, ask for evidence and record any limitation before the pilot.
Questions for the shortlist.
Shift Technology: A relevant specialist for insurer fraud and claims operations; demand results on your line of business. Read the official product description ↗
Tractable: A direct fit for visual appraisal; it does not replace an underwriting or general fraud platform. Read the official product description ↗
Gradient AI: A separate shortlist for risk and claims analytics, not image-based motor appraisal. Read the official product description ↗
Check the exception path.
Include missing inputs, ambiguous requests and a failed integration in the evaluation. Record the result and the recovery steps. A system that works for the routine case still needs an accountable route for the rest of the work.
Decide what would justify proceeding.
Agree an acceptance threshold for audit and human review with the people who operate the process. Keep the input set, result notes and unresolved questions so the decision can be revisited when the product or requirements change.