Clients & Engagements¶
Engagement context for active and recent client programs. Sanitized — no client confidential material, no pricing, no contractual terms. The goal is to give the team enough context to understand what we're building and why.
Confidentiality
Specific deliverables, commercial terms, and client-provided data never go in the wiki. If you're unsure whether something is shareable here, ask Vinod first.
AXA¶
Program: enCODE claims intelligence engagement
What we're solving: AXA's claims operation needs deterministic, jurisdiction-aware FNOL processing across WC, Auto, GL, and Property with a full audit trail that can withstand regulatory review and reinsurance scrutiny.
What we've delivered: - Adjust360 claims program (WC + Auto FNOL pipeline) - enCODE briefing deck and leadership brief for executive alignment - AXA-specific claims program overview (June 2026)
Key contacts: Vinod manages the relationship. All client-facing materials go through Vinod for approval before delivery.
Artifacts: Briefing deck, leadership brief, and AXA claims program deck available in the Asset Library (Internal access only).
AF Insurance¶
Program: Binding authority automation + Data Quality / MDM
What we're solving: Two independent programs: 1. BA automation — AF needs to route binding authority submissions to the right authority gate (bind / refer / decline) based on class, geography, and score — consistently, across all producing brokers. 2. DQ/MDM — data quality gaps and party identity fragmentation are creating downstream issues in analytics and AI programs.
Artifacts: Briefing deck and pricing proposals in the Asset Library.
Pipeline¶
Active prospects and pipeline stage are tracked in the Sales Pipeline. Managed by Vinod. 22 active prospects as of June 2026 across Meeting Booked, Discovery, Outreach, and Identified stages.
Adding an engagement¶
When a new client program starts, add a section here with: program summary, what we're solving, what we've delivered (links only — no copies), and who manages the relationship. Update when the program closes or transitions.