Carriers, Agencies, Insurtech & Reinsurance

Govern every policy, claim and PII field at the browser

Insurance runs almost entirely inside SaaS — policy admin, claims, underwriting workbenches, CRM and agency portals — handled by a mix of employees, independent agents and BPO claims processors on managed and unmanaged devices. Mira contains nonpublic policyholder information, governs every download, upload and clipboard action and AI read, and gives carriers, agencies and BPO teams audit-ready governance mapped to NAIC and state requirements — without slowing the desk.

72-hr
NAIC #668 cyber-event reporting, evidence-ready
PII/PHI
Contained across claims, underwriting & FNOL
Agent
Broker & agency access without MDM
NAIC
Audit mapped to #668, NYDFS 500 & DORA
The problem

Where insurance workflows leak risk

Policyholder PII, claims files, medical records and underwriting documents move across carrier systems, agency portals and unmanaged agent devices with no containment — while examiners expect a written security program, third-party oversight and fast cyber-event reporting.

Nonpublic info sprawl

Policyholder PII, claims files, medical records and underwriting documents move across carrier systems, agency portals, downloads, clipboard and AI tools — across employees, independent agents and BPO processors on unmanaged devices.

Agent & third-party access

Independent agents, brokers and outsourced claims teams need carrier-system access from devices you don't manage — exactly where NAIC #668 demands third-party service-provider oversight.

Examiner & 72-hour pressure

State DOI examiners want proof of a written security program and controls, and #668 requires notifying the commissioner of a cybersecurity event no later than 72 hours from determination.

How Mira helps

Govern the policy lifecycle without slowing the desk

Mira makes the browser the control point: information barriers by line of business and role, DLP on every data movement, and AI that summarizes claims and underwriting files without exfiltrating PII or PHI — with audit your examiners will accept.

  • Information barriers (ABAC)Scope app and data access by line of business, role, carrier appointment and entitlement — central locks stop policy from being loosened for agents or BPO teams.
  • DLP on data movementPolicy numbers, SSNs, claims data and medical records are detected and governed across downloads, uploads, clipboard, screenshots and AI reads.
  • Governed claims & underwriting AISummarize claims files, FNOL documents and underwriting submissions — with PII and PHI redacted before any provider call.
  • NAIC-ready auditMetadata-first records of access and action support written-security-program evidence and the #668 72-hour cyber-event timeline.
Capabilities

Capabilities for insurance organizations

Carrier & agency workspaces

Role-tuned workspaces across policy admin, claims, underwriting workbenches, CRM and agency/broker portals.

PII / PHI DLP

Detect and contain SSNs, policyholder PII and protected health information before it leaves the managed browser.

Governed claims AI

Summarize and extract from claims, FNOL and underwriting files under policy, with PII/PHI redaction and provenance chips.

Line/role RBAC/ABAC

Entitlement-aware access and information barriers by line of business, role and carrier appointment.

NAIC / 72-hour audit

Metadata-first audit aligned to NAIC #668, NYDFS 23 NYCRR 500 and EU DORA cyber-event obligations.

ZTNA for agents & BPO

Identity-bound access to carrier systems for independent agents, brokers and outsourced claims teams — without VPN or MDM.

Use cases

From FNOL to fraud investigation

AI assistance and hard controls across the policy, claims and underwriting workflow.

  • Claims & FNOL summarizationSummarize claims files and first-notice-of-loss documents and flag missing items — with PII and PHI redacted and a full audit trail.
  • Underwriting document reviewReview and extract from underwriting submissions and medical records across workbenches, with sources attached.
  • Agent & broker portal accessGive independent agents and brokers least-privilege, audited access to carrier systems from BYOD — without MDM.
  • SIU & BPO claims processingRun special-investigations (fraud) and outsourced claims workspaces under DLP, copy/paste and download controls.
Approved workspaces & integrations

Trusted apps for this role

Policy administration systemsClaims management platformsUnderwriting workbenchesMajor CRM systemsAgency & broker portalsE-signature platformsCommon enterprise SaaSCustom internal apps
Compliance & controls

Mapped to your obligations

NAIC Model #668NYDFS 23 NYCRR 500HIPAA (health lines)GLBACCPA / CPRASolvency II · DORA (EU)SOC 2SSO · MFA · SCIM
FAQ

Questions for Insurance teams

How does Mira help with NAIC #668 and state DOI exams?
Mira's audit is metadata-first — actor, route, capability, domain and timestamp — supporting written-security-program evidence, third-party service-provider oversight, and a cyber-event timeline aligned to the model's 72-hour notification requirement, without storing raw prompts or page content by default.
Can adjusters and underwriters use AI on claims and medical records?
Yes, under policy. PII and PHI are detected and redacted before any provider call, a no-send gate can block execution entirely, and the visible-context inspector shows exactly what the model receives.
Can independent agents and BPO teams use Mira without MDM?
Yes. Mira gives agents, brokers and outsourced claims processors identity-bound, least-privilege access to carrier systems from managed or unmanaged devices — without VPN or full device management — with every action audited and centrally revocable.

Contain nonpublic data at the browser, not after the breach

See Mira govern policyholder PII, PHI and every claims and underwriting data movement across carriers, agencies and BPO teams — with audit your DOI examiners will accept.