Insurance Integration and AI Automation Platform

Connect any policy administration, claims, or member system to orchestrate insurance operations end-to-end. Then put agents to work with Workato Enterprise MCP for the compliance, accuracy, and governance carriers and health payers demand.
WORKATO-ConnectWorkato 2026-R006

Workato Enterprise MCP: Governed AI for insurance and health payer operations

Give your organization the security, governance, and scalability it needs to deploy agents with confidence. Give AI agents the context, trust, and accuracy they need to succeed. Workato Enterprise MCP delivers.

  • conditional

    Turn workflows into secure MCP servers

    Give AI agents governed access to claims, policy, and member systems with identity and permissions across 14,000+ enterprise apps.

  • product-hub

    Enterprise-grade compliance & audit trails

    SOC 2 and HIPAA compliance with role-based access for every AI action.

  • speed

    Get agents working fast

    Enterprise Skills accelerate processes like underwriting, claims processing, regulatory filing, and prior authorization.

  • trigger

    Agent orchestration built in

    Coordinate AI agents across your insurance tech stack without custom development.

Helia
"Workato was pivotal in helping us enhance our customer experience offering. They moved quickly, deployed quickly, listened to Helia at every step of the way, and strived for perfection."
neil rodgers

Neil Rodgers

Director, Technology & AI Engineering, Helia

The forces driving AI and automation adoption in insurance

  • 65%

    of underwriting execs say ineffective systems & manual processes are their #1 challenge
    (Accenture)

  • 38%

    of P&C insurers are generating value at scale from AI in core workflows
    (BCG)

  • $20B

    in extra premium could be captured by insurers leading in AI adoption
    (BCG)

Join the thousands of customers that trust Workato

Insurance and health payer automation use cases

Replace legacy handoffs and siloed systems with secure, scalable insurance orchestration. Then put agents to work.

Property, Casualty, Life & Specialty Insurance
  • Property, Casualty, Life & Specialty Insurance
  • Health Insurance Payers

    Property, casualty, life & specialty insurance

    • scale

      Speed to quote & underwriting modernization

      Reduce quoting and underwriting cycles from days to hours. Connect Guidewire, Duck Creek, and other policy systems to rating and risk data sources for real-time underwriting. Auto-validate quotes against state and county rate filing requirements. Embed quoting and underwriting workflows for distribution partners at scale.

    • speed

      Claims processing & operations acceleration

      Orchestrate the full FNOL-to-settlement cycle. AI-powered intelligent document processing extracts and classifies claims documents while intelligent adjuster assignment routes by complexity. Deploy Workato's specialized agent, Support Genie, to handle policyholder inquiries 24/7 with a complete audit trail.

    • Product embed

      M&A integration & ecosystem connectivity

      Accelerate post-acquisition integration so you can cross-sell in weeks, not months. Connect acquired legacy systems to your modern stack without rip-and-replace, and consolidate fragmented integration tools into a single platform with unified governance. Gain visibility into all entity data across every acquired organization.

    • icon_lock.png

      Regulatory filing & compliance automation

      Turn compliance from a fire drill into a continuous, automated process. Streamline state rate and form filing, assemble market conduct exam packages on demand, and monitor regulatory changes down to the county level. Workato Enterprise MCP ensures every action is documented with a complete, SOC 2 compliant audit trail.