Research & enrichment · Insurance
Insurer enrichment
Every insurer record refreshed weekly with sourced leadership, financial, and motor-portfolio intelligence.
The problem
We built this for a motor-insurance TPA managing a network of insurers and repair workshops. Their business-development team kept insurer intelligence current by hand: leadership changes, financial results, and motor-portfolio news researched one record at a time.
It went stale within weeks, and there was no single place for the team to review and verify new signals before acting on them.
What it does
Every week the agent refreshes each insurer record. Structured fields get sourced values: gross written premium, market share, financial-strength rating, active vehicle policies, and annual motor claims.
Narrative fields get dated, sourced entries appended for leadership changes and latest news. Material signals are queued for the BD team to verify rather than written as fact.
Under the hood
Data flow
- Runs on a weekly schedule (Mondays, 06:00) in the customer's own Claude CoWork, against the customer's Attio workspace.
- For each insurer not enriched in the last 7 days, it gathers three signals: leadership via an APIFY LinkedIn actor, firmographics via Lusha, and recent news via web search.
- Findings are reconciled against the existing record before anything is written.
Outputs
- Refreshed structured fields (GWP, market share, rating, active vehicle policies, annual motor claims).
- Dated, sourced lines appended to Leadership changes and Latest news, each carrying a source URL.
- A Last Enriched stamp for idempotency.
- Material signals (leadership move, M&A, new motor product, regulator action, rating change) routed to a Market Intelligence Hub list, flagged Unverified for BD to confirm.
Guardrails
- Never invents a finding: unsourced means unwritten.
- Never blanks a populated field; refreshes only when the new value is newer or more accurate.
- Never writes a select option that does not exist; maps to an existing one or records it in news.
- Skips any insurer enriched within the last 7 days.
- Aborts the whole run if the workspace identity check returns the wrong workspace.
What changed
- Insurer intelligence stays current without manual research time.
- BD reviews a queue of sourced, dated signals instead of starting from a blank page.
Runs on the customer’s own Claude subscription. No separate model API key, no extra infrastructure. Where an automation uses LinkedIn (APIFY) or firmographic (Lusha) lookups, those run on the customer’s own credits.
Ready when you are.
Two ways in. Pick the friction that fits.