# AI-Powered Workflow Orchestration Built for Real Operations Trisk connects forms, files, people, and approvals into one dynamic system that adapts to how your insurance business actually works. Track progress, automate follow-ups, and surface the insights that matter — all from a single control panel. ## WE ARE TRUSTED BY ## The Hidden Cost of Workflow Chaos ### You didn’t build your insurance business to chase forms, email reminders, or lost files. But that’s exactly where most operations teams get stuck — especially when dealing with multiple clients, brokers, or adjusters. Common friction we eliminate: - Disjointed communication with clients and vendors - Missed follow-ups and deadline slips - Scattered files across inboxes, shared drives, and CRMs - Inconsistent documentation and compliance risk - Lack of real-time insight into progress or bottlenecks ## Insurance-Focused Automation & Control ### AI-Powered Intake Collect complete, validated info from clients and partners ### Workflow Automation Automate internal handoffs and external follow-ups ### Document Management Securely collect, store, and track every document ### E-Signatures Speed up authorizations, from policy issuance to claims ### Audit Trails Ensure full traceability for compliance and reviews ### Insight Dashboard Instantly spot delays, completions, and risks ## Proven Results from Real Insurance Teams ### We’ve seen Trisk help insurance teams: - Reduce client and agent follow-ups by up to 70% - Automate document tracking, internal approvals, and compliance workflows — no IT or software development needed - Give ops, underwriting, and sales teams a shared, real-time view of “what’s next” Whether you're managing onboarding, renewals, or claims — Trisk keeps everyone aligned and moving. ## Built for Real Operations. Ready in 15 Minutes ### Unlike tools that pretend insurance work is linear, Trisk embraces the complexity of your workflows — and simplifies them with automation and orchestration. - Adapts to your internal and external processes - No dev required to launch or scale - Go live fast, and evolve over time ## Trisk Orchestrates the Entire Process From Submission to Sign-Off #### Without Trisk: 1. Chasing clients for policy forms 2. Fragmented claim documentation 3. Manual task assignment across teams 4. Delays in compliance approvals 5. Spreadsheets and inbox chaos #### With Trisk: 1. Smart intake forms ensure clean, complete submissions 2. Documents and approvals routed instantly to the right people 3. Tasks automatically assigned and tracked in real time 4. Agents and clients guided through a branded portal 5. Full visibility across every process and file ## Want to see it in action? See how AI-driven automation enables businesses to increase productivity in weeks and boost revenue in the first year. ## What our Customers say Trisk is a great way to set standard practices in the process... and make sure everyone follows them. Mila Pandit Team Lead - Tax Processing Center @ VPTax Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth. Dave Brehmer Director of Operations & Finance @ VPTax The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served! Jason Tuzinkewich Chief Operations Officer @ Blue Sky Business Resources Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities. Jeff Mack Former CFO @ Outset Medical It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly. Bob Klausmeyer Education Safety Coordinator @ Missouri School Boards' Association The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency. Stephen Day Senior Tax Director & Principal @ VPTax ## Enterprise-Grade Security & Compliance Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive information and ensure regulatory compliance. ### SOC 2 Type II Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality. ### PCI DSS via Stripe Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance. ### HIPPA readiness Designed to protect the privacy and security of patient health information in healthcare-related workflows. ### GDPR readiness Regulates responsible handling of personal data for EU-based clients. ### FINRA readiness Financial industry standards to support compliance in regulatory environments. ## Start streamlining your insurance operations today Join other firms saving **40+ hours per month** with Trisk.