AI-Powered Reconciliation for Insurance Operations.
Company Overview:
Brisc AI deploys AI agents purpose-built for delegated authority operations, enabling carriers, MGAs, and reinsurers to reconcile bordereaux, match premium and claims payments, and close their books with speed and accuracy. Brisc’s agents process unstructured data from emails, PDFs, and spreadsheets, structuring critical financial and policy information that operations teams currently handle manually.
The platform integrates directly with existing policy administration and accounting systems with no rip-and-replace required. By delivering high accuracy, faster processing, and real-time reporting visibility, Brisc helps finance and operations teams close faster, reduce E&O exposure, and scale premium volume without adding headcount.
To address these operational challenges, Brisc offers a suite of specialized AI agents designed to automate and streamline core insurance workflows:
Bordereaux & CashOps Agent
Match bordereaux and bank transactions to policy records with up to 97% accuracy. Surface discrepancies and exceptions in real time with continuous reporting visibility.
Claims Agent
Ingest and validate claims bordereaux across delegated authority partners. Accelerate claims setup, flag data quality issues, and deliver real-time reporting on claims activity.
Submissions Agent
Extract and structure submission data from emails, PDFs, and spreadsheets in seconds. Enable underwriting teams to process 10x more submissions with existing staff.
Enterprise-Ready on Azure
Deployed on Microsoft Azure with SOC 2 and GDPR compliance. Available on the Microsoft Marketplace.
The Challenge:
Reconciliation is the operational backbone of every insurance organization, yet most carriers, MGAs, and reinsurers still manage it in spreadsheets. Bordereaux arrive in inconsistent formats across dozens of delegated authority partners. Premium and claims payments hit bank accounts with limited reference data. Finance teams spend days each month manually matching transactions, chasing discrepancies, and compiling reports—leaving real financial exposure hidden until month-end close.
As Brisc scaled its reconciliation platform to serve enterprise insurance customers, the company needed cloud infrastructure capable of processing high-volume financial data while meeting strict security, scalability, and compliance requirements.
The Technology
Brisc uses agentic AI to automate the full reconciliation and intake lifecycle. The Bordereaux & CashOps Agent matches premium, claims, and payment data across bordereaux, policy records, and bank statements with up to 97% accuracy and up to 59% labor cost savings. The Claims Agent validates claims bordereaux from delegated authority partners and accelerates claims setup. The Submissions Agent extracts and structures submission data in seconds, enabling underwriters to quote faster.
All agents run on Microsoft Azure, deliver real-time reporting dashboards, and integrate with existing policy administration and accounting systems. SOC 2 and GDPR compliant, with no rip-and-replace required and no disruption to existing workflows.
Building a Scalable Azure Platform with Cnovate.
The Partnership:
To support the rapid growth of its AI platform and prepare enterprise adoption, Brisc partnered with Cnovate to modernize its infrastructure and establish a secure, scalable foundation on Microsoft Azure. The goal was to deploy a cloud architecture capable of supporting AI workloads while aligning with Microsoft’s technical standards for enterprise solutions and Marketplace readiness.
Cnovate worked closely with the Brisc team to design and implement an Azure-based platform that could scale with customer demand, support advanced AI processing, and meet the security and compliance expectations of enterprise insurance organizations.
The Solution:
Cnovate partnered with Brisc to migrate its platform to Microsoft Azure and establish a scalable, enterprise-ready cloud architecture optimized for AI workloads. The engagement focused on building secure, high-performance infrastructure capable of processing large volumes of financial and operational data while aligning with Microsoft’s cloud architecture and security best practices.
Cnovate designed and implemented a platform foundation that enables Brisc to scale its AI-powered insurance automation across multiple enterprise customers. This included infrastructure designed for reliability, operational governance for cloud management, and infrastructure-level tenancy isolation to securely separate customer environments while maintaining platform efficiency.
To support Brisc’s go-to-market strategy, Cnovate also guided the company through the Microsoft Marketplace publishing process. This included aligning the solution with Marketplace requirements, supporting the listing process, and enabling participation in Microsoft’s global co-sell ecosystem.
By combining Azure cloud infrastructure with Cnovate’s expertise in AI platform deployment and Marketplace enablement, Brisc was able to accelerate enterprise adoption while maintaining strong security, scalability, and operational performance.
Key Capabilities Delivered
Azure Migration
Cnovate helped Brisc deploy a scalable, secure Azure architecture optimized for AI workloads.
Infrastructure-Level Tenancy Isolation
Securely separated customer environments at the infrastructure level, enabling Brisc to scale across multiple enterprise clients while maintaining strict data security and governance.
Marketplace Listing
Brisc achieved Microsoft Marketplace listing in under two months.
Enterprise Readiness
The new platform enables Brisc to scale AI-powered insurance automation for enterprise customers.
Impact
With Cnovate’s support, Brisc successfully launched its AI platform on Microsoft Azure and achieved Marketplace listing in under two months. The new cloud foundation enables Brisc to scale its AI-driven insurance automation platform while meeting the reliability and security expectations of enterprise customers.
Listing on the Microsoft Marketplace also expands Brisc’s reach through Microsoft’s global partner ecosystem, creating new opportunities for co-sell engagement and accelerating enterprise customer adoption.
