Insurance · Product

Samso Industry Demo · Updated May 2026

Product for Insurance

P&C product is rate + form filings, appetite + underwriting-rule changes, agent feedback into the line plan, and the state DOI motion across 4 lines of business and 5 footprint states. Samso runs the customer-signal loop and filing-cadence motion for a $310M specialty carrier with 7 active filings in flight.

Function KPIs · how the product org reads its own week

Active filings in flight

7

Across 4 lines · 5 states3 rate · 2 form · 1 rule · 1 new product

Agent + claims signals / qtr

480

+62% LTMProducer surveys · adjuster trends · market intel

Avg DOI approval

64 d

vs 50 d target2 of 7 filings stuck in objection · auto rate hold-up

Broker NPS

42

+8 LTMTop driver: appetite clarity + bind speed

Monthly customer signals by source - last 12 months with active filings overlay

MONTHLY · SIGNALS / MO · STACKED BY SOURCE · ACTIVE FILINGS OVERLAY · MOCK DATA

086172258344SIGNALS / MO764FILINGS LIVEJUNJULAUGSEPOCTNOVDECJANFEBMARAPRMAY

Customer + claims signals

Agent / producer voice-of-customerAdjuster + claims-trend signalsCompetitor + state DOI filings monitor

Twelve services · sized to insurance

Each tile is what Samso runs in this function for a insurance org.

01 · Service

Customer Interview Synthesis

Producer roundtables + risk-manager interviews synthesized into appetite gaps, form-friction themes, and priority signals - segmented by LOB and state.

Calls / mo

24

Themes / mo

8

Time saved

16 hr/wk

02 · Service

Feature Request Triage

Producer asks, adjuster pain points, and claim-trend patterns triaged into rate / form / rule backlog - DOI filing impact tagged before scoring.

Requests / qtr

240

→ filing backlog

42

03 · Service

PRD Generation

PRDs for new products, form revisions, and rule changes drafted from research synthesis - DOI filing exhibits, actuarial memos, and impact analysis built in.

PRDs / qtr

6

Days to draft

4

04 · Service

Roadmap Drafts from Research

Quarterly product roadmap synthesized from agent signals, claims trends, and competitor filings - with DOI-approval lead times and capital impact upfront.

Roadmap items

22

Research-driven

72%

05 · Service

User Persona Builds

Personas for risk manager, agency principal, agency producer, claims adjuster, and end-insured - refreshed from real interview and survey data.

Personas live

5

Update cadence

Semi-annual

06 · Service

Competitive Feature Matrix

Live matrix across 8 in-segment carriers - appetite, form coverage, rate posture, broker commission, and capacity scored each quarter from public filings.

Carriers

8

Specs tracked

84

07 · Service

NPS & Survey Analysis

Producer and policyholder NPS analyzed by LOB and footprint state - currently flagging commercial-auto rate posture and bind-speed as detractor drivers.

Responses / qtr

1.0K

Broker NPS

42

08 · Service

Release Notes Automation

Form bulletins, rule-change notices, and rate-action announcements drafted from filing exhibits - producer-friendly and field-rep-ready by state.

Bulletins / mo

10

Auto-coverage

84%

09 · Service

Usability Test Synthesis

Producer-portal pilots, submission-flow tests, and bind-packet UX sessions synthesized into ranked friction list - DOI + producer-experience gaps flagged.

Tests / qtr

6

Friction items

28

10 · Service

Feature Scoring (RICE / ICE)

RICE scoring with reach, impact, confidence, and effort - plus capital-charge, DOI lead time, and reinsurance impact multipliers that catch unfeasible items.

Items scored / mo

22

Capital-adjusted

Always

11 · Service

Beta Feedback Rollups

Pilot agency cohorts and underwriting-rule pilot states synthesized weekly into bug list, form gaps, and rate-action readiness.

Pilots live

3

Pilot NPS

46

12 · Service

Product Strategy Briefs

Strategy briefs for the LOB roadmap, new-product entry, and footprint expansion - plus board-level capital + reinsurance investment cases.

Briefs / qtr

4

Audience

Exec + board

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly customer signal digest

Every Friday: 100+ producer + adjuster + competitor signals synthesized into themes with quotes, LOB tags, and product-line owner.

Deliverable

Quarterly product + filing roadmap

Roadmap synthesized from producer signals, claims trends, and competitor filings - with DOI-approval lead times, capital impact, and effective dates.

Deliverable

Auto-shipped bulletins + rate-action notices

Form bulletins, rule-change notices, and rate-action announcements drafted from filing exhibits - producer-friendly, field-rep-ready, version-controlled by state.

Deliverable

Always-on pilot + producer-feedback rollups

Pilot agency cohorts and rule pilot states run continuously - weekly bug rollups, rate-action readiness, and feedback-loop into PRDs and filings.

Insurance · Product

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