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Use case · Simulation

Migdal Auto Policy Agent

Full simulation of an operational assistant that turns an auto-insurance quote into a draft policy ready for human issuance — with field auto-fill, risk control, human approval, exceptions and a full log.

This is a product simulation, not a real integration with Migdal, Amigo, BestPrice or Outlook. All data is mocked and masked.

Browser-first workflow Human approval required Masked sensitive data Audit-ready
Run simulation View generated workflow Open audit log Book pilot
Manual time
18–25 min
Per policy issuance
Agent-assisted time
5–7 min
With human approvals
Manual steps reduced
65–75%
Across the flow
Human approval gates
4
At sensitive actions
Live simulation

Run the workflow end-to-end

Switch demo modes to see the happy path, an external-system failure, and a compliance block. The Agent never issues a policy — it prepares a draft for human issuance.

Mode
  1. 1Open existing quoteLow
    →
  2. 2Load policy contextLow
    →
  3. 3Validate vehicleLow
    →
  4. 4Fill driver profileMedium
    →
  5. 5Draft coverage packageHigh
    →
  6. 6Calculate premiumMedium
    →
  7. 7Add insured / driverHigh
    →
  8. 8Insurance history declarationCritical
    →
  9. 9Claims repository checkHigh
    →
  10. 10Final previewMedium
    →
  11. 11Prepare policy draftCritical
Mock Insurance Portal — Vehicle Policy Issuance
Quote search
Vehicle
Driver
Coverage
Insured
History
Claims repo
Final preview

Existing quote

Quote ID
Q-***-781
Source
Mock BestPrice
Insurer
Mock Migdal
Coverage
Comprehensive
Total est. premium
₪5,104

Live workflow run

0 events
No events yet. Start the simulation to populate the timeline.

Risk & Governance Controls

Low — auto-fill allowed
Medium — preview required
High — explicit approval required
Critical — human only, no autonomy
  • Search existing quote
    Auto
    Low
  • Read vehicle data
    Auto
    Low
  • Fill vehicle / driver fields
    Preview
    Medium
  • Change coverage
    Approval
    High
  • Save insured details
    Approval
    High
  • Declare insurance history
    Human only
    Critical
  • Claims repository check
    Approval + log
    High
  • Final policy issuance
    Not allowed — prepare draft only
    Critical
Current step
Idle
Status
idle
Automation
—

Audit log

0 entries
TimeActorEventEntityRiskData handlingResult
Audit entries will appear here as the simulation runs.
MILO assistant
זיהיתי תהליך הפקת פוליסה מתוך הצעה קיימת. אפשר להפוך אותו ל־Workflow קבוע.
Audit

Every action is logged

The audit log above grows in real time as the agent runs. Each row records actor, event, masked entity, risk classification, data handling and result — ready for compliance review.

Generated workflow

How MILO assembles this as a reusable workflow

Name
Migdal Auto Policy Issuance Assistant
Trigger
Detected repeated browser flow / Manual run
Inputs (masked)
  • quote_id_masked
  • vehicle_number_masked
  • customer_id_masked
  • driver_profile
  • coverage_preferences
  • insurance_history_answers
Steps
  1. 1search_existing_quote
  2. 2read_policy_context
  3. 3validate_vehicle_data
  4. 4fill_vehicle_fields
  5. 5prepare_driver_profile
  6. 6prepare_coverage_draft
  7. 7request_coverage_approval
  8. 8create_insured_draft
  9. 9request_insured_save_approval
  10. 10request_claims_repository_approval
  11. 11run_claims_check
  12. 12generate_final_preview
  13. 13prepare_policy_draft
Policy
  • Never issue final policy autonomously
  • Never declare insurance history without human source
  • Never store full sensitive data
  • Always require approval for coverage, insured details, claims query, and final draft
Business value

Why this workflow matters

Reduces repetitive data entry across portal screens
Improves consistency in policy production
Prevents silent errors and missed fields
Keeps the insurance employee in full control
Converts tacit operational knowledge into a reusable workflow
Creates a measurable audit trail for managers
Lays the foundation for browser extension automation
“This is not a bot that blindly issues insurance policies. It is an operational co-pilot that removes manual work while preserving professional judgment, compliance, and human accountability.”
Ready to pilot this on your operation?
We deploy a tailored Agent in days, not months — with full audit and approval gates.
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