Despite ongoing efforts to enhance the efficiency of screening operations, the project faced challenges in defining the scope for pilot testing, highlighting the need for improvements in project execution. Furthermore, initiating a prototype required comprehensive analysis of existing workflows to determine the areas most suitable for the application of generative AI.
To address these challenges, Metamorphose provided proposals and support focused on the following three key areas.
- Mapped and visualized life insurance screening operations to select appropriate tasks for pilot testing.
- Identified and organized screening tasks best suited for generative AI, focusing on evaluators’ key perspectives.
- Developed a generative AI prototype and assessed the feasibility of its implementation.
This case highlights how we integrated our insights into life insurance screening processes and generative AI to deliver practical execution support.
We thoroughly mapped out all assessment perspectives within the current review process and assisted in selecting the information and data sources needed for generative AI decision-making. We also led interviews with reviewers to surface and document the tacit knowledge not reflected in manuals or formal procedures.
Metamorphose’s Support Structure and Roles
In cooperation with the overall project manager, we established a support team for the project.
Our main responsibility was to serve as the primary liaison, facilitating and coordinating all business-related communications with the client.
The Unique Value Metamorphose Delivered to the Client
By delivering the following three key values to the client, we contributed to the successful advancement of the project.
- Metamorphose’s expertise and track record in identifying and analyzing operational challenges
- Co-creating actionable strategies with the client to ensure genuine buy-in and full commitment to execution.
- Seamless, end-to-end support from strategy to execution through collaboration with Metamorphose’s specialists