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TellParrot for Insurance

One policyholder, one record — across policy, claims and distribution

Insurers meet the same customer through brokers, direct channels and claims. TellParrot resolves those encounters into a single governed record, so pricing, service and fraud teams work from the same facts.

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The problems we solve for insurance teams

The claims team can't see the policy history

The problem

Policy admin, claims and distribution systems each hold a slice of the customer. At claim time, adjusters rebuild the picture manually — slowly, and inconsistently.

How TellParrot solves it

TellParrot masters policyholders across systems with configurable matching, keeping every source value with provenance. Related records — policies, claims, interactions — connect through the knowledge graph.

→ Claims handled with the full customer picture on screen.

Duplicate customers inflate exposure calculations

The problem

One household appears as four customers; aggregate exposure and lifetime value are both wrong, and remediation campaigns hit the same person twice.

How TellParrot solves it

Blocking-based matching at portfolio scale surfaces duplicate clusters with confidence scores; stewards approve merges with survivorship previews, and the executor writes governed golden records.

→ Exposure, LTV and campaigns computed on de-duplicated truth.

Underwriting models without a paper trail

The problem

Pricing and triage models increasingly drive decisions customers can contest — but the assessment evidence, data inputs and incident history live in scattered documents.

How TellParrot solves it

The AI governance register connects each model to its impact assessments, risks, incidents and the data domains it draws from, with contestability workflows for challenged decisions.

→ Every automated decision traceable to an assessed, registered model.

Regulatory data requests disrupt the quarter

The problem

Conduct and prudential requests require evidence of data handling — retention, access, quality — that takes weeks to assemble from screenshots and exports.

How TellParrot solves it

Retention policies, DSAR workflows, quality scores and the tamper-evident audit chain are always-on. Governed exports produce regulator-ready packages with delivery receipts.

→ Compliance evidence generated from the system of record, on demand.

How TellParrot unifies policyholders across the book

Policy, claims and distribution each hold a slice — TellParrot resolves them into one governed policyholder and relates the rest.

Source systems
Policy admin
Claims
Distribution / broker
Billing
ingest & match
TellParrot
platform
One governed platform
Ingest & map
Match & merge
Govern & catalog
AI governance
governed exports
Consumers
Claims teams
Underwriting
Fraud / SIU
Conduct & risk
Households and businesses resolved once — exposure, LTV and campaigns computed on de-duplicated truth.

Capabilities doing the work

Policyholder golden recordsDuplicate cluster review with survivorship previewKnowledge graph of related recordsAI register & contestabilityRetention & DSARAudit chain

The whole policyholder picture at claim time

Policies, claims and interactions related through the knowledge graph — no more rebuilding the customer by hand.

app.tellparrot.com/insurance/golden-records/ph-2043
Golden Records
Relationships
Data Quality
AI Governance
Retention

Policyholder · Household H-2043

4 sources mergedDQ 93%2 open claims

3 policies · 2 open claims · related through knowledge graph

3
Active policies
2
Open claims
$1.2M
Total exposure
Related recordTypeSourceStatus
Motor MT-88420PolicyPolicy adminActive
Home HM-11207PolicyPolicy adminActive
Claim CL-5583ClaimClaimsAssessing
Broker: CoastlineDistributionBroker portalLinked
Open recordView graph

Frequently asked questions

Can TellParrot match households as well as individuals?

Match rules are fully configurable per entity type — you can master individuals, households, businesses and intermediaries as separate entities and relate them through the knowledge graph.

How are borderline matches handled?

They become pending clusters with per-field similarity scores. Stewards see exactly why two records matched, preview the merged outcome, and approve or reject — nothing merges silently.

Does TellParrot integrate with Microsoft Dynamics?

Yes — native Dataverse/Dynamics 365 connectivity for ingestion, plus Power Automate triggers, Azure Event Hub streaming and export to Microsoft Fabric.

Related industries

Financial ServicesHealthcareMembership Organisations & Not-for-Profits

TellParrot by industry

UtilitiesFinancial ServicesInsurancePublic SectorHealthcareEducationRetailManufacturingMiningLogisticsMembership & NFPDistributionSaaS & ISV