Map + configure
Document the current process, capture baseline, agree the safe boundaries, and configure one intake and policy-data path.
ConsultingPlan a pilot ↗
A BOUNDED FIRST ENGAGEMENT
One queue. Three weeks.
A result you can measure.
The COI Desk Pilot gives an independent agency a practical way to test AI workflow preparation without replacing the AMS, betting on a large transformation, or removing human approval.
FIXED PILOT FEE$2,50050% at signing · 50% at acceptance
SCOPE1 inboxUp to two primary CSR reviewers
TYPICAL TIMELINE3 weeksDependent on access and reviewer availability
SUPPORT1 business dayInitial response target · Eastern Time
WHAT IS INCLUDED
A complete proof, not a prototype handoff.
- Current-state workflow and risk map
- Baseline measurement before configuration
- Structured COI request and exception queue
- Checks against an approved policy-data source
- Certificate preparation instructions and response draft
- Ten-case rehearsal including risky exceptions
- User acceptance session and CSR training
- Supported evaluation and before/after report
- Handoff, access review, and next-step recommendation
HOW IT RUNS
Rehearse + validate
Test ordinary requests, terse messages, missing insureds, apparent limit conflicts, duplicates, and broken inputs with your reviewers.
Use + measure
Run the human-reviewed workflow with short check-ins, measure the agreed result, train the backup reviewer, and hand off.
THE BOUNDARIES
Designed to be useful
without being reckless.
No autonomous issuance. Every consequential output is reviewed by authorized agency staff.
No coverage advice. The workflow surfaces information and apparent conflicts; your team decides.
No fake replacement form. Production certificates use your licensed AMS/forms process.
No silent scope expansion. New inboxes, data sources, workflows, and integrations are separate decisions.
Name the target before the work starts.
The proposal records one measurable result and how it will be measured. If the delivered workflow misses that target despite the agreed pilot conditions, Karpenstein Consulting will remediate or refund the implementation fee under the written agreement.
THE FIRST CALL IS A FIT CHECK, NOT A PITCH MARATHON.