Processes
Which process goes first?
Quoting, intake, document review, reconciliation and renewals: across insurance, construction, energy and financial services.
Processes by industry
Insurance
Exposure repricing
Exposure repriced every morning against overnight currency moves, with every figure traced to its record.
ExploreInsurance
Renewals
Renewals prepared before they are due, with the cases that need an underwriter set aside.
ExploreInsurance
Claims intake
Claims read as they arrive, checked for missing documents and routed to the right adjuster.
ExploreConstruction
Estimating
Bids priced the way your own estimators price them, including the rules nobody wrote down.
ExploreConstruction
Quoting
Quotes assembled from your own rates and records, and held for a person to approve.
ExploreConstruction
Document review
Drawings, specifications and contracts checked against the record, with every finding traced to the page.
ExploreEnergy
Site selection
Satellite imagery, well records and permits brought together into a shortlist an engineer can defend.
ExploreEnergy
Permitting
Permit applications assembled from your own records and tracked to approval, with every condition logged.
ExploreEnergy
Field reports
Inspection and field reports read as they arrive, with anything outside tolerance sent to an engineer.
ExploreFinancial services
Reconciliation
Records matched across systems every morning, and anything that does not line up sent to a person.
ExploreFinancial services
Onboarding checks
Client documents checked against your own policies, with every gap sent back to a person before an account opens.
ExploreFinancial services
Regulatory reporting
Reports assembled from your systems of record, every figure traced to its source before anyone signs.
ExploreAcross industries
Intake
Requests read as they arrive and routed to the desk that owns them, with the reason recorded.
ExploreAcross industries
Contract review
Contracts and policies read against your own rules, with every finding traced to the clause.
ExploreAcross industries
Approvals
Approval paths built around the people who actually sign, with every decision on the record.
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Systems of record
Built into the tools your teams already use
Lyrion builds inside the systems your teams already open: CRM, ERP, policy and claims systems, document stores and data platforms. Nothing is migrated, nothing is replaced.
Microsoft 365
Excel
Reconciliations, models and month-end checks, run inside the open workbook.
ExploreMicrosoft 365
Word
Letters in your house style, contracts checked against your standard wording.
ExploreMicrosoft 365
PowerPoint
Reporting packs built from your systems of record, every figure traced.
ExploreMicrosoft 365
Outlook
Requests read and filed against the right record, replies drafted for approval.
ExploreGoogle Workspace
Google Workspace
Sheets, Slides and Docs from one side panel, under your own controls.
Explore
Have a process in mind?
Tell us about the process you want handled, or talk to our team about an entire operation.