High-value read-only workflow
Read-only renewal-and-document desk: join policy/renewal dates, missing conditions, lead status, and certificate queues; produce an approval-ready exception report.
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insurance_agencies · evidence-backed demand prior · observed 2026-08-27
Insurance Agencies
Insurance agency demand centers on lead follow-up, renewal chasing and certificate issuance; carrier record is authoritative and licensure bounds authority.
55Observed repo slots
8Distinct repos
4Observed demand cells
6Open matrix cells
Demand atoms and workflow
Demand signal / validated demand
E — Catalogue signal: Follow up leads, chase renewals, and issue certificates.
U — Not established in this lane; no attributable industry denominator or repeated accepted-outcome receipt.
Atom join
Specification crosswalk: I — follow_up_chase, extract_structure, approval_publish, report_digest
Industry model
Entities
States
lead → quoted → bound → active → renewal_due → conditions_missing | ready_for_review → owner_decision
Terminal owner
licensed_broker_or_agency_ops_lead
Authority boundary
Read-only policy/lead/document views; no coverage advice, quote/bind, certificate issue, or outbound message.
Source of truth / exception paths
Source of truth: Agency-management/CRM policy register; carrier record is authoritative for coverage and issued artifacts.
Exception paths: coverage/version conflict; missing condition; identity mismatch; expired policy; certificate ambiguity; restricted PII
Discovery preparation
Precomputable context
- policy/renewal state machines
- AMS-centric system model
- carrier-vs-agency authority split
- archetype fit (CRM + document workflow)
Questions that must be asked
- AMS/CRM reality and carrier portal mix
- renewal book size and cycle timing
- certificate volume and turnaround expectations
- licensure boundaries on who may communicate what
Contradiction risks
- renewal date truth split between AMS and carrier
- certificate 'urgent' claims vs actual issuance authority
Observed repository matrix
These are the non-null rows from repo-matrix-observations.jsonl for this industry. The 1,000-row partition includes reserved cells; only 55 observed repository slots are shown here.
| Repository | Observed slots | Dimensions | Capability families | Observed atoms |
|---|---|---|---|---|
| samarailly51-pixel/claimpilot-harness ↗ | 9 | agent_authority, data_model, demand_atom_fit, economics_maintenance, provenance_rights, runtime_deployment, ui_assembly, verification_eval, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| aws-samples/serverless-eda-insurance-claims-processing ↗ | 8 | agent_authority, data_model, demand_atom_fit, economics_maintenance, integration_surface, provenance_rights, runtime_deployment, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| martaldsantos/agentic-ai-hack ↗ | 8 | agent_authority, data_model, demand_atom_fit, economics_maintenance, provenance_rights, runtime_deployment, verification_eval, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| ericporres/family-assistant-skill ↗ | 7 | agent_authority, data_model, demand_atom_fit, economics_maintenance, integration_surface, provenance_rights, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| trailheadapps/redwoods-insurance ↗ | 7 | agent_authority, data_model, demand_atom_fit, economics_maintenance, integration_surface, provenance_rights, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| rh-aiservices-bu/insurance-claim-processing ↗ | 6 | data_model, demand_atom_fit, economics_maintenance, provenance_rights, runtime_deployment, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| Deveshsaipandian/Offline-Multimodal-Financial-Intelligent-System- ↗ | 5 | data_model, demand_atom_fit, economics_maintenance, verification_eval, workflow_behavior | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
| Rishabh42/HealthCare-Insurance-Ethereum ↗ | 5 | data_model, demand_atom_fit, economics_maintenance, provenance_rights, runtime_deployment | data | approval_publish, extract_structure, follow_up_chase, intake_normalize |
Empty-cell gap matrix
The ten category cells retain both demand and supply state. NO_OBSERVED_DEMAND_SIGNAL means the research denominator is empty; it is not a claim that the workflow does not exist.
| Category / empty-cell key | Observed demand | Candidate coverage | Search wave | Candidate examples |
|---|---|---|---|---|
Intake and normalizationintake_and_normalization | OBSERVED55 slots · 8 repos | SHARED_CANDIDATE_COVERAGE10 candidate repos · 10 source rows | NOT_SEARCHEDno targeted search proposal | LimeSurvey/LimeSurvey, ProcessMaker/processmaker, al1abb/invoify, formbricks/formbricks |
Triage and routingtriage_and_routing | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL31 candidate repos · 31 source rows | NOT_SEARCHEDno targeted search proposal | Alfresco/alfresco-community-repo, Leantime/leantime, ProcessMaker/processmaker, Worklenz/worklenz |
Records, extraction and auditrecords_and_audit | OBSERVED55 slots · 8 repos | SHARED_CANDIDATE_COVERAGE47 candidate repos · 47 source rows | NOT_SEARCHEDno targeted search proposal | Alfresco/alfresco-community-repo, AppFlowy-IO/AppFlowy, BookStackApp/BookStack, BuilderIO/builder |
Classification and prioritizationclassification_and_prioritization | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL39 candidate repos · 39 source rows | NOT_SEARCHEDno targeted search proposal | Dolibarr/dolibarr, PostHog/posthog, SuiteCRM/SuiteCRM, apache/superset |
Scheduling and coordinationscheduling_and_coordination | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL14 candidate repos · 14 source rows | NOT_SEARCHEDno targeted search proposal | calcom/cal.diy, alextselegidis/easyappointments, lukevella/rallly, thunderbird/appointment |
Follow-up and communicationfollow_up_and_communication | OBSERVED55 slots · 8 repos | SHARED_CANDIDATE_COVERAGE23 candidate repos · 23 source rows | NOT_SEARCHEDno targeted search proposal | RocketChat/Rocket.Chat, TryGhost/Ghost, activepieces/activepieces, chatwoot/chatwoot |
Reporting and digestreporting_and_digest | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL15 candidate repos · 15 source rows | NOT_SEARCHEDno targeted search proposal | PostHog/posthog, apache/superset, bigcapitalhq/bigcapital, cube-js/cube |
Monitoring and alertsmonitoring_and_alerts | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL0 candidate repos · 0 source rows | NOT_SEARCHEDno targeted search proposal | none recorded |
Approval and controlled publishingapproval_and_controlled_publish | OBSERVED55 slots · 8 repos | SHARED_CANDIDATE_COVERAGE21 candidate repos · 21 source rows | NOT_SEARCHEDno targeted search proposal | Budibase/budibase, ProcessMaker/processmaker, activepieces/activepieces, apache/airflow |
Sync and browser operationssync_and_browser_operations | NOT_OBSERVED_IN_750_SLOTS0 slots · 0 repos | NO_OBSERVED_DEMAND_SIGNAL1 candidate repos · 1 source rows | NOT_SEARCHEDno targeted search proposal | activepieces/activepieces |
Shelf candidates joined to this industry
These records come from the permanent source registry's industry-demand join. A joined candidate remains a discovery/research record; qualification and admission are shown explicitly.
| Joined shelf record | Observed slots | Families / atoms | Current verdict | Qualification / admission |
|---|---|---|---|---|
| aws-samples/serverless-eda-insurance-claims-processing ↗ | 8 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| Deveshsaipandian/Offline-Multimodal-Financial-Intelligent-System- ↗ | 5 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| ericporres/family-assistant-skill ↗ | 7 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| martaldsantos/agentic-ai-hack ↗ | 8 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| rh-aiservices-bu/insurance-claim-processing ↗ | 6 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| Rishabh42/HealthCare-Insurance-Ethereum ↗ | 5 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| samarailly51-pixel/claimpilot-harness ↗ | 9 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
| trailheadapps/redwoods-insurance ↗ | 7 | dataapproval_publish, extract_structure, follow_up_chase, intake_normalize | discovery_candidate | NOT_QUALIFIED / NOT_ADMITTED |
Open gaps
Triage and routing
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 31 candidate repositories.
NOT_SEARCHED. Exact P03 workflow/support/project kinds; a product README alone is not semantic coverage.
Classification and prioritization
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 39 candidate repositories.
NOT_SEARCHED. Exact P03 CRM/analytics/search candidates are adjacent supply, not proof of a classifier workflow.
Scheduling and coordination
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 14 candidate repositories.
NOT_SEARCHED. Exact P03 scheduling kind only; calendar UI alone is not a booking/authority proof.
Reporting and digest
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 15 candidate repositories.
NOT_SEARCHED. Exact P03 analytics kind; a reporting surface is not a measured client outcome.
Monitoring and alerts
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 0 candidate repositories.
NOT_SEARCHED. No dedicated P03 capability kind is mapped; analytics is not silently promoted to monitoring.
Sync and browser operations
NO_OBSERVED_DEMAND_SIGNAL · 0 observed demand slots · 1 candidate repositories.
NOT_SEARCHED. Connector candidates cover a possible sync seam; no direct P03 browser-operation kind is available.
Safe-pilot boundary
Rationale
Queueing missing evidence and renewal age is reversible; regulated advice and document issuance remain human-owned.
Falsifier
Synthetic cases do not yield a stable policy/condition owner, or any value claim depends on issuing a certificate or giving coverage advice.
Sources: research/actionmodel-builder-research-2026-08-26/phase-2/outputs/industry-atom-specifications.md · research/workstreams/p01-client-intelligence/runs/2026-08-27-sprint-1-fable/industry-discovery-priors.jsonl · research/actionmodel-builder-research-2026-08-26/expansion/outputs/repo-matrix-observations.jsonl · research/workstreams/2026-08-28-program-driver/shelf-prebake/industry-gap-matrix.json · knowledge/capability-shelf/source-registry.jsonl