Blog · AI and self-service analytics · Insurance
Verify scope, totals, evidence and uncertainty in AI-assisted agency reports. Review numbers and explanations separately.
An AI-assisted report can use the right vocabulary while answering the wrong question. It may also describe an association as a cause or omit a material unknown. A review checklist should test the output, not depend on knowing the proprietary machinery used to produce it.
One row represents: one material report claim or figure with its underlying population and evidence reference.
Useful fields: Claim or figure, metric definition, period, source snapshot, calculation check, evidence reference, missing-data note, interpretation status and reviewer outcome.
Review scope before arithmetic: a perfectly reconciled total for the wrong branch is still the wrong answer. Independently check material figures against source controls or a reviewed small sample. Read the explanation separately, asking whether the cited evidence supports the strength of the language. Keep rejected or revised claims documented.
The following records and amounts are invented to show the method. They are not customer results, industry benchmarks or a forecast of Covirage performance.
| Check | Example failure | Review response |
|---|---|---|
| Scope | Premium described as agency income | Correct definition and rerun |
| Population | Pending terms called lost | Restore status distinction |
| Explanation | No contact log called no contact | State missing evidence |
| Source | Current ownership applied to old results | Use agreed attribution basis |
The report can pass a total check and still fail interpretation. For example, a correct count of ten records without contact entries does not prove ten clients received no contact. Acceptance requires both a sound number and language that fits the evidence.
Review reduces the chance of misleading output but does not guarantee correctness. It also does not establish compliance with any regulation or standard. Use appropriate professional review for consequential decisions.
Bring a small, authorized sample to Covirage for insurance agencies and brokers. Use the sample to discuss the fields and views your business needs. A dashboard or AI analyst can help explore this question when the required data and definitions are available; missing records still need to be resolved.
Upload sample data to check its structure. Keep unnecessary personal, claims and policyholder details out of an initial sample. The sample check does not establish that every analysis in this guide is available automatically.
These references provide terminology or governance background. The worked example and proposed review method above are original illustrations, not prescribed industry standards.
No. Check that the source supports the amount and the claim's wording, with the right scope, dates and definitions.