Insurance and Benefits
Automate submissions, accelerate quoting, and run online benefits enrollment — all on one platform. WebPal brings AI-driven workflows and a governed data warehouse to MGAs, brokers, and benefits administrators.
Claims & Submission Automation
AI agents extract, classify and route every submission — loss runs, policy docs, claims forms — from any format, eliminating manual data entry.
Policy Data Warehouse
Centralize policy, claims and accounting data from every system into one governed, queryable warehouse — the foundation for growth and AI-readiness.
Online Benefits Enrollment
Self-service enrollment portal connected to Canada's leading carriers. Employees enroll online; administrators manage everything from one place.
If this sounds familiar, we can help.
Five operational pains we hear every week from MGAs, brokers and benefits administrators — and the WebPal capability that takes them off the table.
A few starting points for the conversation.
These are examples of workflows possible with a WebPal deployment for MGAs, commercial brokers and group benefits administrators. Use them to spark a discussion about what your team actually needs.
Track every submission from first contact to bind — structured, searchable and reportable from day one.
Unstructured PDFs and carrier exports → standardized loss summaries ready for underwriters to price.
Self-service portal for employees to elect coverage — connected to carriers and backed by TPA administration.
CRM + data lake for MGA operations — every submission, policy and claim queryable in one place.
Claims trends, cost drivers and renewal projections — built automatically from live carrier data.
Plain-English Q&A over plan performance and market benchmarks — on demand, any time of year.
From manual quoting to AI-powered global insurance operations.
Banyan Risk Limited is a rapidly growing Commercial Insurance Executive Lines MGA. As their submission volume grew, manual data entry and loss run analysis became a bottleneck. Palomino deployed WebPal to build Banyan's automation technology roadmap — starting with a submission management system and data warehouse, then adding AI-agentic workflows that extract and standardize loss run data from unstructured documents. Banyan now uses WebPal to Quote, Bind, and Insure publicly listed clients around the globe.
From kickoff to live in five steps.
A typical MGA or group benefits deployment runs 4–10 weeks. We bring the connectors, AI agents and implementation team — you bring the people who know the business.
We map your submission, quoting and enrollment workflows — identifying automation and data consolidation opportunities.
Connect policy management, claims, carrier feeds and accounting systems into the central warehouse.
Configure submission intake, loss run extraction, enrollment workflows and reporting agents from the starter kit.
Train underwriters, brokers and benefits administrators with role-specific guides and in-product copilots.
Launch with white-glove cutover, on-call support, and continuous performance tuning.
Ready to automate your insurance and benefits operations?
See how WebPal unifies submissions, quoting, enrollment and reporting — so your team can focus on the work that matters.