info@marzallabs.ai

Platform

Workflows your underwriters can read.

FlowForge turns a submission, a claim or a bordereau into a flow you can see on one screen — every step named, every decision recorded, and a person in the loop wherever judgement belongs.

Submission intake & triage — as it appears on the canvas

TriggerBroker mailboxsubmissions@
ExtractSlip & schedulemarine field list
AgentSanctions & AMLscreening rules
Branch · referredHuman reviewnotify · await decision
Branch · cleanWrite to system of recordAPI push

How it works

Three steps, and none of them is a project.

A flow is built by the people who know the class of business, not by the people who know the platform. That is the whole design.

  1. Step 1

    Start from a template

    Open a worked flow for the job in front of you and change what is different about your desk. Nobody starts at an empty canvas, because nobody has time to.

    Template gallery

    Submission intakeUnderwriting
    Specialty submissionValidation · AML · sanctions
    Nightly ledgerOperations
    Screening onlyCompliance
    Document triageClaims
    Start blankbuild your own
  2. Step 2

    Wire it on the canvas

    Drag the steps you need, connect them, and set what each one is looking for. Rules that used to live in a spreadsheet and somebody’s memory become a diagram the whole desk can argue about.

    What you place

    Classifywhat kind of document
    Extractagainst a field library
    Validatecompleteness and limits
    AI agenta judgement you defined
    Reviewa person decides
    Outputwhere the answer goes
  3. Step 3

    Run it, and read what happened

    Every run keeps its steps, its inputs, its outputs and the reason for each decision. When something is referred, the reviewer sees the evidence beside the question rather than being asked to trust a score.

    What a run records

    Every stepwith its timing
    Every documentas received
    Every decisionand who made it
    The failurein words, when it fails

Architecture

It sits on top of what you already run.

Work arrives from the places it already arrives from, is handled by agents you defined, and is written back into the system that holds the record. Nothing is asked to move.

01 Where work comes from
Broker mailboxMicrosoft 365
Market platformsPPL · Whitespace · ACORD · ADOPT
SFTP & file dropwatched folder
REST & webhookany system

02 What handles it

Agents your team defined, running on your data platformDatabricks AI Functions · guardrails checked on every answer

Document classification intakeField extraction intakeSubmission triage underwritingSanctions & AML complianceUnderwriter brief underwritingHuman review a person decides

03 Where the answer goes

Policy administrationAPI push
Market platformswritten back
Data platformDatabricks
The deskTeams · email

The market platforms appear at both ends because they belong at both ends — a risk comes in and a response goes back out over the same connection, configured once.

Read the paperwork

Turn what arrives into fields you can act on, whatever shape it came in.

  • Classify a document before deciding what to do with it
  • Extract against a field library your team maintains
  • Read a schedule, a slip and an email as one submission

Apply your judgement

Agents you define, in your words, answering in a shape the next step can use.

  • An instruction written by an underwriter, not a prompt engineer
  • Guardrails set per agent and checked on every answer
  • Tested against real submissions before it goes near a live one

Keep a person in the loop

Referral is a designed step, not a fallback for when the machine is unsure.

  • Review screens that show the source document beside the question
  • Notification by email or Teams, in wording you control
  • The decision and the reviewer recorded with the run

Deliver the answer

Where the work goes when it is done, and what happens when it cannot get there.

  • Write to a system of record over its own API
  • Drop a file where a downstream process expects one
  • A failure that says what failed, not that something did

Implementation

Nothing reaches production by accident.

Build, prove and run are separate places with separate access. A flow moves forward when somebody decides it should, and the move is recorded.

Development

Build it

Authors work against sandbox connections and test data. Nothing here can reach a live system, because the live connections do not exist in this environment.

Test

Prove it

A promoted copy, run against real-shaped volumes. The behaviour under test is the behaviour in production, because the settings that govern behaviour travel with the flow.

Production

Run it

Live traffic, live systems of record. Promotion into it is a decision taken by somebody who holds that right here, not one inherited from being an author elsewhere.

PromoteCopying, never moving. The environment you promoted from keeps everything it had.
ReconnectEndpoints, hosts and credentials are set per environment and are never carried across. A flow cannot go live pointing at a sandbox.
RefuseA flow whose connections are not yet configured in this environment can be opened and read, but it cannot be published or triggered.
RecordWho promoted what, from where, when, and what was left unconfigured.

Integration

Built for the way specialty business actually moves.

The market platforms, the mailboxes and the file drops your business already runs on — plus an open connector for everything we have not met yet.

Work arrives

Market platforms⇆ both waysPPL · Whitespace · ACORD · ADOPT
Broker mailboxMicrosoft 365, polled
SFTP & broker portalwatched folder
Webhookpushed to us
FlowForgeReads it, applies your rules,
refers what needs a person,
writes the result back.

Work is delivered

Market platforms⇆ both waysquote, decline or endorsement back
Policy administrationover its own API
Databricksclean records for reporting
Teams & emailthe desk is told
Every one of these is also an API call you can make yourself

Market platforms

  • PPL
  • Whitespace
  • ACORD
  • ADOPT

Source and target, configured once per platform.

Channels in

  • Microsoft 365 mailbox
  • Broker portal
  • SFTP
  • Webhook

Polled, watched, or pushed to — whichever the sender supports.

Systems out

  • Policy administration
  • Databricks
  • File drop
  • Microsoft Teams

Written back as clean records, not as attachments.

Anything else

  • REST connector
  • OpenAPI for headless use
  • MCP server
  • SQL warehouse

Every screen in the product is an API call you can make yourself.

Security & governance

Written for a regulated desk, not adapted for one.

Isolation

Your work stays where you put it.

Each business area and each environment is its own space. A flow, an agent or a connection built in one is not visible from another, and cannot be reached across the boundary by anything.

Nothing you run trains a shared model.

Per organisationUnderwriting, claims, reinsurance
Per class of businessMarine, property, casualty
Per environmentDev, test, production
Your tenantNever shared
No shared trainingYour data stays yours
Customer-held keysWhere you require it

FAQ

The questions we are actually asked.

Do we need a data science team to run this?

No. The people who configure a flow are the people who know the class of business. An agent is given its instruction in plain English by an underwriter or a claims handler; there is nothing to train and no model to maintain.

What happens when the AI gets it wrong?

It is caught the same way a junior’s work is caught. Guardrails are set per agent and checked on every answer, low-confidence work is referred to a named reviewer, and the reviewer sees the source document beside the question rather than being asked to trust a score. The decision on the record is the person’s, not the agent’s.

Can it work with our policy administration system?

If it has an API, yes. There are built connectors for the market platforms and for Microsoft 365, and an open REST connector for everything else. Where a system only accepts files, a flow can write them to SFTP or a folder in the shape it expects.

Where does our data go?

It stays in your tenancy. The platform deploys into your own Azure subscription, and documents and runs are held in storage you control. Nothing you process contributes to a shared model.

How long before something is running?

That depends on the flow and on how quickly the connections can be agreed with the systems either side — which is usually the longer half. We would rather scope it against your actual submissions than quote a number here.

Can we build flows ourselves, or do we need you?

Yourselves, and that is the intent. We build the first with you, on your data, and hand over the canvas. The template library exists so the second one does not start from nothing.

Platforms we build on

The platforms behind the delivery

Databricks Bronze partner, with production delivery on every platform named here.

  • Microsoft AzureCloud, HITL pipelines, Azure OpenAI
  • Azure AI FoundryModel catalogue and agent tooling
  • DatabricksBronze partner · Delta Lake and ML
  • Google CloudCloud platform and data services
  • Anthropic ClaudeDocument reasoning
  • OpenAIExtraction and analysis
  • Microsoft FabricUnified analytics and OneLake
  • SnowflakeData cloud analytics
  • LangChainAgent orchestration
  • dbtTransformation and testing

Bring us a submission and we will show you the flow — a working session on your own paperwork, not a slide deck.

Arrange a session