Case Studies/Insurance & Compliance
2024·14 weeks·4 engineers

Agentic AI Flow for Claims Operations

61% faster claims turnaround, 48% fewer manual reviews

Client:NexaSure
61% faster claims turnaround, 48% fewer manual reviews

Overview

NexaSure partnered with Boolean & Beyond to deliver a multi-agent workflow orchestrating document ingestion, fraud checks, policy validation, and decision support for claims teams. The engagement focused on improving how the business operated day to day while creating a platform that could scale with demand.

The Problem

NexaSure's claims process relied on disconnected tools and manual review queues. Analysts spent significant time collecting evidence and validating policy clauses before making decisions. NexaSure needed a delivery partner who could translate that pressure into a product and systems implementation that improved speed, visibility, and reliability without adding more manual overhead.

Challenges

What made this hard

01

Claims were stuck in manual review

NexaSure's claims process relied on disconnected tools and manual review queues.

02

Validation work consumed analyst time

Analysts spent significant time collecting evidence and validating policy clauses before making decisions.

03

The business needed a more scalable foundation

NexaSure needed an implementation path that solved the immediate bottlenecks while building a more scalable operating model for insurance & compliance.

How we delivered

Our approach

Phase 01

Discovery & workflow mapping

We began by mapping the current workflow end to end, identifying the steps creating the most friction for NexaSure, and prioritizing the journeys where better UX, cleaner data flow, or deeper automation would create the fastest business lift.

Phase 02

Architecture & experience design

From there, we translated the business goals into a delivery plan and architecture centered on A multi-agent workflow orchestrating document ingestion, fraud checks, policy validation, and decision support for claims teams, so the build could improve adoption, operator control, and room for scale at the same time.

Phase 03

Build, integrations & intelligence

The build was structured across core services and data (Python, PostgreSQL, Elastic, and Rule Engine), the intelligence layer (CrewAI), and production integrations and ops (Azure Blob). Boolean & Beyond implemented an agentic flow with specialist agents for extraction, verification, fraud scoring, and recommendation generation. A supervisor agent coordinated steps and human approvals for high-risk cases.

Phase 04

Launch hardening & optimization

Before and after launch, we tuned the workflows, operational guardrails, and instrumentation against live usage so the platform could reliably support 61% faster claims turnaround, 48% fewer manual reviews.

What we built

Solution highlights

01

Core product experience

A multi-agent workflow orchestrating document ingestion, fraud checks, policy validation, and decision support for claims teams.

02

Decision intelligence in the workflow

Boolean & Beyond implemented an agentic flow with specialist agents for extraction, verification, fraud scoring, and recommendation generation.

03

Intelligence embedded in the journey

A supervisor agent coordinated steps and human approvals for high-risk cases.

04

Production-ready rollout

The implementation was hardened for production so NexaSure could scale the experience and operational workflow behind 61% faster claims turnaround, 48% fewer manual reviews.

The full story

Journey & Execution

Agentic AI Flow for Claims Operations

NexaSure needed to modernize claims operations where evidence gathering, clause validation, and fraud review were still heavily manual. The business case was straightforward: if teams could move faster with better context, both turnaround and quality would improve.

But claims work is also high-stakes. Automation had to be transparent, reviewable, and designed around specialist judgment rather than positioned as a black-box replacement.

Business Context

Claims processing was slowed by disconnected tools, document-heavy workflows, and review queues that forced analysts to reconstruct case context repeatedly. High-risk cases required extra scrutiny, but too much of the pipeline was treated as if every case deserved the same amount of manual effort.

NexaSure needed a system that could separate repeatable review work from genuinely judgment-heavy decisions.

NexaSure's claims process relied on disconnected tools and manual review queues. Analysts spent significant time collecting evidence and validating policy clauses before making decisions.

How We Approached the Build

Discovery and workflow mapping

We mapped the claim lifecycle from intake through extraction, evidence validation, fraud review, and recommendation so the orchestration logic could mirror how claims teams actually worked.

Architecture and product design

The implementation combined specialist agents for distinct stages of the claims process, shared claim context, supporting data services, and a supervisor layer responsible for sequencing, review thresholds, and human approvals.

Delivery and integration

The design principle was to automate the casework that slows analysts down while preserving human oversight where policy interpretation or risk exposure still required expert judgment.

What We Implemented

That produced a multi-agent workflow aligned closely to real claims operations:

  • Document extraction workflows that converted intake material into structured case context.
  • Policy and evidence validation steps that reduced repetitive manual cross-checking.
  • Fraud scoring and risk review paths that surfaced the cases most deserving of deeper attention.
  • Recommendation and approval flows that gave analysts a faster starting point without bypassing judgment.

AI and automation layer

The AI value here was orchestration plus specialization. Different stages of the claim required different kinds of reasoning, and the system had to combine them while keeping the full case trace auditable and reviewable.

Stack and engineering decisions

The implementation used CrewAI, Python, PostgreSQL, Elastic, Azure Blob, and Rule Engine across the experience, service, data, intelligence, and integration layers.

  • Core services & data: Python, PostgreSQL, Elastic, and Rule Engine
  • AI/ML & automation: CrewAI
  • Cloud, integrations & ops: Azure Blob

Rollout and measurable outcomes

Rollout focused on cases where the review path was repetitive enough to benefit from automation but important enough to prove that explainability and human approval were working as designed.

  • Turnaround Time: -61%
  • Manual Reviews: -48%
  • Fraud Catch Rate: +33%
  • Analyst Throughput: +2.1x

Why This Delivered Business Value

The result was a faster claims operation with better analyst leverage, because the system reduced manual review volume without removing accountability from the process.

Taken together, the engagement delivered 61% faster claims turnaround, 48% fewer manual reviews by aligning product experience, workflow design, and implementation detail around the same business objective.

Under the hood

Technical Deep Dive

We treated the implementation as a product system rather than a single feature build, with a purpose-built experience layer on the delivery surface and Python, PostgreSQL, Elastic, and Rule Engine behind it. Boolean & Beyond implemented an agentic flow with specialist agents for extraction, verification, fraud scoring, and recommendation generation. A supervisor agent coordinated steps and human approvals for high-risk cases. Intelligence was embedded through CrewAI, giving NexaSure automation and decision support inside the workflow instead of forcing teams into separate tools. Deployment, integrations, and production operations were supported by Azure Blob, which helped the team roll out reliably and keep improving after launch.

Intelligence layer

AI Capabilities

Personalization and recommendation

We embedded ranking and recommendation logic directly into the user journey so NexaSure could guide users toward the next best action without relying on static rules.

Risk scoring and decision support

The system combined structured business rules with model-driven scoring so teams could move faster on low-risk cases and focus human attention where judgment still mattered most.

Agent orchestration

We orchestrated multi-step tasks across tools and knowledge sources so the system could resolve repetitive work autonomously while preserving escalation paths and approvals.

Tech Stack

Technologies used

Core services & data

PythonPostgreSQLElasticRule Engine

AI/ML & automation

CrewAI

Cloud, integrations & ops

Azure Blob
Performance Dashboard-61%Turnaround Time-48%Manual Reviews+33%Fraud Catch Rate2.1xAnalyst Throughput

Impact at a glance

Results that speak for themselves

Every metric shown is measured in production — not projected, not estimated. These are the real numbers from the deployed system.

Measurable outcomes

-61%

Turnaround Time

Claims processing time reduced from 4.2 days average to 1.6 days with automated document extraction and policy validation

-48%

Manual Reviews

Nearly half of all claims now flow through automated review, with human intervention only for high-risk or edge cases

+33%

Fraud Catch Rate

Multi-signal fraud scoring catches patterns that individual analysts consistently missed, including cross-claim correlation

2.1x

Analyst Throughput

Each analyst now handles twice the claim volume with better outcomes, freeing senior staff for complex adjudication

"Boolean & Beyond didn't just build what we asked for — they helped us rethink how our claims team should work. The agentic flow they designed cut our turnaround time by more than half while actually improving our fraud detection."

VM

Vikram Mehta

CTO, NexaSure

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Agentic AI Flow for Claims Operations | Boolean & Beyond