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Resource / Explainer

Automation that checks with a person.

In short

Human-in-the-loop automation is a model where AI agents do the repetitive work and route only the judgment calls to a person before anything ships. In insurance that means agents read the documents, draft the record or certificate, and propose an action, then a reviewer approves, edits, or takes the item over. The result is the speed of automation where it is safe and the accountability of a person where it matters. It is the opposite of unsupervised automation.

Set your review thresholds.
Why it matters

Built for insurance work.

Insurance is a regulated, judgment-heavy business. Getting a classification wrong, a reserve misread, or a certificate issued against the wrong policy is expensive and reputationally damaging. Human-in-the-loop design lets operations teams take the speed of agents without giving up the judgment that protects the book. The boring work is automated; the risky decisions are not.

How it works

The workflow, step by step.

  1. 01

    The agent reads the source and drafts the proposed action.

  2. 02

    A confidence score is attached to the proposal.

  3. 03

    Items above your threshold can proceed; items below route to a reviewer.

  4. 04

    The reviewer sees the source, the extracted data, and the proposal in one place.

  5. 05

    One click to approve, edit, or take over. The action then ships and is logged.

Human review

Where people stay involved.

Anywhere the stakes or the uncertainty are high. Open reserves, classification disputes, requirements that exceed a policy, and anything below a confidence threshold all route to a person. The thresholds are yours to set per workflow.

Security

Auditable by design.

Every review, approval, edit, and override is logged with actor and timestamp. Four-eyes options are available for sensitive steps.

Review Clarix security
Common misconceptions

What is actually true.

Myth

Human-in-the-loop means slow.

Actually

Only the judgment calls stop for review. The routine work never does.

Myth

It is just a confidence number.

Actually

The reviewer gets full context, the source document, the data, and the proposal, so review is fast and informed.

Myth

You still need the same headcount.

Actually

The same team handles far more volume because they only touch the items that need judgment.

Myth

It is hard to audit.

Actually

Every decision is recorded with who made it and why, which is easier to audit than a person's memory of an email chain.

FAQ

Common questions.

What is human-in-the-loop automation?

A model where AI agents do the repetitive work and people review the judgment calls before anything ships.

Who sets the review thresholds?

Your team, per workflow. You decide what is safe to automate and what must stop for a person.

Does it slow the work down?

Only where it should. Routine items proceed; only judgment calls wait for review.

Is it auditable?

Yes. Every approval, edit, and override is logged with the person who made it and a timestamp.

How is it different from full automation?

Full automation ships without a person. Human-in-the-loop routes the risky decisions to a reviewer first.
Get started

Set your review thresholds.

Bring one workflow. We will show you exactly where the agents act and where your team reviews.