# Policy systems change slowly. The people using them do not.

Claims desktops and policy administration suites are decades deep and heavily customised. The interface is the only stable contract, so that is what the agent uses.

Survives customisation  
No vendor hooks needed  
Cross-system work

## THE INTERFACE PROBLEM

A policy administration system is customised per carrier until no two installations behave alike. Vendor automation hooks assume a stock configuration you do not have, which is why acceptance testing is manual and why the back office is a room of people re-keying between systems.

## WHAT A RUN LEAVES

summary_report.md  
step 041 of 214  
```
open settings menu        PASSED
confirm six stations ready PASSED
amount mismatch, row 18    WARN
```

A screenshot per step, a verdict written out, and a file you can replay.

## The delivery lifecycle

### One system, three phases, and a document at the end of each.

### 01 · VALIDATE

#### QA and UAT teams

Acceptance runs against your configuration, not the vendor's reference build.

### 02 · DOCUMENT

#### Operations and training

Current procedures for a system that has been customised beyond its manual.

### 03 · OPERATE

#### Back office

Claims entry, reconciliation and cross-system transfer without an integration project.

## WHAT IT DRIVES

### If a person can operate it, the agent can.

- Policy administration suites
- Claims handling desktops
- Broker and partner portals
- Document and correspondence systems
- Virtualised legacy applications

## WHAT THIS SECTOR REQUIRES

### Built for where it has to run.

- Personal data stays inside your perimeter
- Reproducible record of every automated action
- ISO 27001 certified, GDPR compliant

## USE CASES HERE

- **Legacy & virtualised apps** Citrix, terminal emulators, vendor clients  
- **Back-office automation** Work in systems that have no API  
- **Manual test displacement** Make the scripts you already have executable  
- **Work instructions from a run** The manual writes itself as the agent walks the system

## TARGETS IT RUNS ON

- **Windows** Automate on Windows  
- **Web** Automate on Web  
- **macOS** Automate on macOS  
- **Device fleets** Automate on Device fleets

## NEXT STEP

### See it on your own insurance systems.

We scope the trial with you and run it on your real environment. A person answers, within one business day.

**Scoped with you first** A short call about targets, scale and deployment.

**Terms agreed before the start** Scope and conversion terms in writing, up front.

**Nothing leaves your perimeter** On-premise and air-gapped deployment. ISO 27001, GDPR.