Insurance Intelligence Infrastructure
A system that understands insurance information, identifies what needs attention and moves the work forward — from first contact through sales, service, renewal and claims.
Every recommendation is shown with the source it rests on. Material actions require a professional's approval.
Work queueDemo dataMove between cases with the arrow keys
D. Levi · Renews in 21 days
One coverage condition in the renewing policy differs from the policy in force. It needs review before renewal.
M. Cohen · Opened yesterday
One document is missing to complete the request. The client has been asked to provide it.
R. Abraham · Received today
Consent and documents collected, needs mapped, and a coverage comparison prepared for review.
Y. Mizrahi · Opened 3 days ago
Documents collected and the file checked for completeness. Relevant coverage clauses located.
The challenge
The client writes on WhatsApp, their details sit in the CRM, the policy is in the carrier portal, the documents are in email and the follow-up lives in a task list. To handle one request, the professional moves between screens, copies data and tries to remember what has been done and what is still missing.
Today
Five places for one request
With MediMe
Connected systems are operated behind the scenes
Enterprise systems and carrier portals keep doing their job. MediMe connects them through available interfaces and permissions.
The definition
Autonomy is the ability to drive a business process and keep handling it over time — from receiving information to tracking the outcome.
From documents, requests and authorized systems.
Who the client is, what is already covered and which policy version applies.
What changed, what is missing and what needs attention.
The finding, the explanation and the source it rests on.
Within defined permissions, rules and approval points.
After approval, where required
Through to completion, flagging delays and exceptions.
MediMe's system connects that understanding to the actual work, within defined permissions, rules and approval points.
What must be understood before any action
Capabilities
Six capabilities that cover the daily work, from knowing the portfolio to an operational view for management.
What the capabilities run on
The system turns insurance information from documents and authorized systems into one data structure. The processes run on that structure: by defined rules, with a source for every finding.
Collect information from documents and authorized systems, read policies, riders and exclusions into one structure, compare coverage and identify what is missing. That is the picture professional handling can rest on.
Review cases ahead of renewal or when new information arrives, identify possible gaps and duplications, prioritize cases and prepare a reasoned action plan for review.
Collect documents, check completeness, locate the relevant coverage clauses, prepare the file for handling and track requirements and status.
Professional rulings and decisions on eligibility and payment stay with authorized staff.
Accompany a lead from first contact: collect consents and documents, map needs, prepare a comparison and proposal material, coordinate next steps and follow through to completion.
Receive a request, locate the relevant information, prepare a response and carry out actions within the system's authority. When a document is missing or approval is needed, it manages what comes next.
What was completed, what is delayed, where intervention is needed and what each process costs — to measure the quality of the work and its economics.
Operational viewLast 7 days · Demo dataStatus distribution
| Journey | Completed | In progress | Intervention |
|---|---|---|---|
| Renewals | 46 | 12 | 2 |
| Sales | 31 | 18 | 1 |
| Service | 44 | 7 | 1 |
| Claims | 7 | 9 | 2 |
Where intervention is needed
The workspace
MediMe is one workspace that brings together the client, the information and the handling — and operates the connected systems behind the scenes.
Select a point to see where it appears in the case
Client case · D. LeviDemo dataOne coverage condition in the renewing policy differs from the policy in force.
An action that requires an external sign-in or human handling is shown inside the process, with the context it needs.
Professional responsibility
The level of independence is set per process. Sources, decisions and actions are recorded along the way.
Three levels of independence
Can be carried out automatically
For example: Filing a document to the case, requesting a missing document, updating a status.
Go through a professional's approval
For example: Sending the client a summary of changes, presenting a comparison to the client.
Reach an expert with full context
For example: Professional rulings, decisions on eligibility and payment.
What is recorded
The professional knows what is happening, makes the decisions that are theirs to make and stays in control throughout.
Where we are today
MediMe has built the capabilities for processing, analyzing and comparing insurance information, and the workspace that connects them to defined journeys end to end.
In place today
The direction
Insurance runs on documents. AI runs on data. That is why the system is built on structured, validated, source-linked information.
From the system
Entitlement by entitlement, with the policy terms behind each finding.
Every insured client with policies, insurers and status, and an offer one click away.
Screens from the MediMe agent system. The interface is in Hebrew and shown here in English for illustration; client names are samples, and identifying details and insurer names are hidden.
The business meaning
The next step
Tell us which process you would start with: renewals, sales, service or claims. Together we will review the information sources, the approval points and the measures of success.