The story centers on Finance & insurance teams who summarize underwriting discussion for approval.
Overview
Background
Core collaborators include Underwriter, Risk manager, Business manager, each adding context in a fast-moving thread.
Without a structured capture, decisions blur and follow-through slows.
Intervention
When the thread hits a decision point, the team triggers “@Holycrab_AI summarize underwriting chat and output a brief”. Holycrab AI then Client profile, risk eval, approval comments, Extract key facts -> flag risks -> suggest decision, Underwriting brief + risk notes + recommendation.
The distilled output stays tied to the original context for quick review.
- Input Client profile, risk eval, approval comments
- Process Extract key facts -> flag risks -> suggest decision
- Output Underwriting brief + risk notes + recommendation
Deliverables & Impact
Deliverables include Underwriting brief, Risk notes, Recommendation, giving the team a clear handoff.
Impact shows up as Prep time: 3 hrs -> 20 min; Approval speed: Higher.
- Underwriting brief Core info and conclusion
- Risk notes Key risk labels
- Recommendation Decision-ready advice
Prep time3 hrs -> 20 min
Approval speedHigher
Risk missesLower
Example
Prompt: @Holycrab_AI summarize underwriting chat and output a brief
Client: manufacturer, revenue 300M
Risk: claims trending up
Recommendation: raise deductible