Portfolio

Projects that start from real insurance tasks.

I keep the scope narrow on purpose. Each project picks a specific piece of insurance work, builds something around it, and stays honest about where human review is still required.

Project 01 High signal

Insurance Document Assistant

Pulls useful information out of insurance documents - policy excerpts, submissions, loss runs - and answers structured questions with sources you can actually check.

  • Mock policy and submission documents
  • Retrieval and citation workflow
  • Human review expectations
Project 02 Brokerage ops

Broker Workflow Copilot

Generates account briefs, renewal prep notes, and meeting materials from client inputs. Built around the kind of repetitive prep work that slows down every account team I've worked with.

  • Repeatable account brief template
  • Missing information detection
  • Controlled review before external use
Project 03 Governance

Insurance AI Governance Framework

A working framework for sorting AI use cases by risk level, setting review expectations, and building the controls you'd need before putting any of this in front of a regulated business.

  • Risk-tier matrix
  • Human-review model
  • Controls and deployment questions

Also in progress

  • Synthetic insurance data pack
    Mock submissions, policy excerpts, and loss information so everything demos cleanly without real client data.
  • Workflow evaluation templates
    Simple criteria for measuring whether a tool is actually useful, not just functional.
  • Architecture diagrams
    Visual maps of each project's data flow, review steps, and control points.
Portfolio rule

No confidential or real client data. Everything uses mock or synthetic material.

Credibility in insurance means knowing what not to show. Clean repos, clear caveats, and no shortcuts on data privacy.