Resources · Sample deliverables
What you'll get from Qualify.
Every Qualify engagement produces a decision, not a deck: a scored use-case portfolio and a board-ready Investment Decision Memo. The examples below use illustrative data.
Qualify scoring portfolio
Sample · illustrative data| Use case | Owner | Score | Decision |
|---|---|---|---|
| Claims triage copilot | Priya Anand | 4.4 | Prioritise now |
| Underwriting evidence assistant | Marcus Webb | 4.1 | Prioritise now |
| Policyholder support automation | Dana Liu | 3.6 | Validate further |
| Broker onboarding knowledge base | Tom Reyes | 3.2 | Validate further |
| Fraud-signal summariser | Aisha Khan | 2.7 | Defer / reject |
| Marketing copy generator | Sam Cole | 2.3 | Defer / reject |
Investment Decision Memo
Sample · illustrative dataNorthwind Mutual
- To
- Group ExCo — CIO (sponsor), CFO, CRO
- From
- Outpace · Qualify team
- Recommendation
- Fund 2 use cases, validate 2, defer 2.
- Sponsor
- CIO, Northwind Mutual
Recommendation summary
2 prioritise · 2 validate · 2 defer
| Use case | Score | Decision |
|---|---|---|
| Claims triage copilot | 4.4 | Prioritise now |
| Underwriting evidence assistant | 4.1 | Prioritise now |
| Policyholder support automation | 3.6 | Validate further |
| Broker onboarding knowledge base | 3.2 | Validate further |
| Fraud-signal summariser | 2.7 | Defer / reject |
| Marketing copy generator | 2.3 | Defer / reject |
Why these use cases
Claims triage and underwriting evidence rank highest on strategic fit and value with manageable risk and cost. Both target high-volume, judgement-heavy workflows where assured AI shortens cycle time without ceding control. The two validate-band candidates need a tighter value hypothesis before committing build capacity; the deferred two carry risk or cost out of proportion to near-term benefit.
Six-lens control-gap · Claims triage copilot
| Lens | Current gap | Required before go-live |
|---|---|---|
| Policy Hub | No enforced policy on claims-decision prompts | Active policy bundle enforcing allow/redact/escalate |
| Trace Lens | Traces not captured end-to-end | Replayable trace per claim decision |
| Cost Lens | No per-workflow cost visibility | Cost-per-claim tracked against budget |
| Quality Lens | No eval harness for triage accuracy | Groundedness + acceptance evals before scale |
| Risk Lens | Regulatory exposure unmapped | Exposure mapped to risk tier + sign-off |
| Evidence Vault | Approvals not retained | Decision + approval history exportable |
Expected outcomes
Faster claims cycle times and more consistent underwriting evidence, with every decision traceable and policy-checked. Benefits are expressed as cycle-time, quality, and coverage improvements — not dollar figures — and are revisited at the Activate go-live gate.
Key risks
Both lead candidates touch regulated decisions, so go-live is gated on policy enforcement, full trace capture, and an evidence trail. Data readiness for underwriting is the main feasibility risk; a scoped pilot de-risks it before Activate.