Fintech · Insurtech · 1000+ · North America #b009_01

Context

We are a consumer insurance carrier selling several personal lines through mobile apps, relying heavily on machine learning and automation across underwriting, pricing and claims handling.

Industry

Fintech · Insurtech

Size

1000+ employees

Region

North America

Tools budget

$20K+ per month

Needs

Data quality & observability. Our warehouse pulls from many services with shifting schemas; we need automated freshness, completeness and anomaly checks before bad data reaches pricing models.

Today: a dedicated warehouse team writing its own freshness and schema checks across many services · Urgency: this year

Guardrails for AI agents and LLM apps. We are shipping customer-facing and internal AI agents, and our lean security team needs controls that keep those agents safe and auditable.

Today: a small in-house security group reviewing agentic systems case by case · Urgency: this year

Internal AI agents & automation. We want employees to build their own workflow agents for support and onboarding, with governance so automations do not sprawl unchecked.

Today: an IT operations team prototyping workflow automations with general assistants and an integration platform · Urgency: now

Who decides

cto · security review

Expects from suppliers

Works natively with a cloud warehouse and transformation tooling; Clear audit logs for regulators in several jurisdictions; Self-serve setup with strong APIs

Not a fit

Agency management systems for independent brokers; Tools needing on-premise servers

Stack

data warehouse: cloud, LLM APIs in production

Buying triggers

AI adoption push, new market or product launch