Quarterly auditing and reconciliation
- Before
- 5 peoplefor one week
- With StrataEdge
- 1 personfor one day
Results from an insurance carrier. Manual checks: 99% of outputs met audit requirements, compared with 90% previously.
Reduce the manual work in insurance finance and audit.
We build AI agents and automation for carriers, MGAs, and program administrators, and prepare your team to run them. Linda led technology at GEICO as its CTO.
What we do for insurers
Finance, audit, and delegated authority teams spend much of each quarter checking what was reported against what the contracts say. We remove the checks that aren’t needed, automate the rest, and keep people responsible for the decisions.
Audit and reconciliation
The StrataEdge Reconciliation Platform compares bordereaux, commissions, premiums, and claims with the contracts behind them. It shows the evidence and sends each discrepancy to an auditor, who decides.
About the platformInsurance data teams can rely on
We design data products with consistent records, clear ownership, and the source history people need to investigate a difference. We have built these on Snowflake.
Read how we design themWhere AI is worth funding
We review the work, data, and full cost of delivery and operation with your leaders, and give you a ranked list of what to build, buy, fix without AI, or stop.
AI strategy and governanceTeams ready to run it
We train finance, audit, and operations staff to use what we build, and your technology team to maintain it. We can also define the roles around the new work.
Organization design and trainingInsurance experience on the team
As GEICO’s CTO, Linda managed a $1.2B technology budget, rebuilt its insurance data ecosystem, and delivered $150M in annual savings. She is now a Senior Advisor at BCG.
Our team built the StrataEdge Reconciliation Platform. For one insurer, it cut quarterly audit work from five people for a week to one person for a day.
Meet the foundersSee the platform with your records.
Tell us which records your team compares and how discrepancies are reviewed today.
Request a demonstration