Airclerk · Claude implementation

Claude implementation for regulated financial and professional services.

Airclerk helps insurers, brokers, wealth managers, accountants and other regulated firms in New Zealand and Australia move from AI experimentation to production. Claude is our default agent for new builds; we also implement Microsoft Copilot and ChatGPT where they fit your existing stack - workflows, integrations, governance and controls designed for regulated operating environments.

Book a Readiness Sprint → Explore our services →

Initial focus: Insurance / Brokerages
Sprint duration: 2 weeks
Output: Implementation plan

01 / Featured offer

Claude Production Readiness Sprint

A fixed-price, two-week engagement that turns scattered AI experiments into a board-ready Claude implementation plan.

Two weeks · Fixed scope
Pilot autopsy · Readiness scorecard · Workflow map
Recommended first workflow · Target architecture
Governance model · Implementation plan

View the sprint →

02 / The problem

AI pilots are everywhere. Production deployments are still rare.

Most financial and professional services firms have already tried AI. The boards have heard the demos, the teams have run the workshops, the slides have been printed. Many pilots stall before production.

The blockers are not usually model capability. The blockers are governance, data access, integration, permissions, auditability, workflow ownership and change management - exactly the problems AI vendors won't solve for you.

03 / Our point of view

The model is becoming the workbench. Regulated services still need the layer underneath.

Models like Claude and Microsoft Copilot are absorbing many of the standalone AI tool use cases that defined the last two years. The work that's actually hard is now down the stack - integration with policy systems and claims platforms, governance, and audit trails buyers can defend.

Airclerk doesn't push users into yet another portal. People work inside the model they already use. Airclerk builds the rails underneath: connectors into your existing systems, orchestration, human approval, audit trails and governance.

04 / What we do

Three phases. One discipline.

Plan, build and operate AI in regulated environments - picked up at the depth that fits where you are today.

01 - Plan

Strategy & Readiness

Diagnose existing AI activity. Identify the first workflow worth taking to production. Map the path, governance and architecture.

Learn more → 02 — Build

Workflows, integrations & code

Build governed Claude workflows connected to real systems — via MCPs, connectors, and Claude Code in engineering teams.

Learn more → 03 — Operate

Governance & operations

Design controls, approvals and audit trails for production AI. Monitor, improve and expand workflows over time.

Learn more →

See all six services →

05 / Industries

Built for regulated finance.

Document-heavy, judgement-driven, audit-aware. We've gone deepest with insurance brokers, insurers and MGAs. The same disciplines transfer to adjacent regulated verticals - where we partner with early adopters to learn.

Where we go deepest

Insurance broker reviewing submission documents alongside a policy management interface on a laptop.

Brokers & intermediaries

Airclerk's strongest practice. Submission to market, renewals, broker inbox triage, FAP file completeness, claims advocacy and complaints handling.

Industry page →

Underwriter or claims handler workstation with a policy file open alongside a carrier policy admin interface.

Insurance

For insurers and MGAs: underwriting review, claims summarisation, renewal packs, policy wording comparison and compliance evidence. Significant MGA experience.

Industry page →

Adjacent verticals

The same disciplines apply across regulated services. Wealth and advice has a dedicated page; banking and accountants are verticals we're actively looking for early-adopter partners in.

Banking & lending

What transfers: regulatory scrutiny, document-heavy operations, evidence trails.

Partner with us →

Wealth & advice

Governed Claude workflows for advisers, paraplanners and compliance - file review, advice preparation and ongoing service evidence.

Explore wealth & advice →

Accountants & advisory

What transfers: working-paper review, quality-review obligations, partner-leverage.

Partner with us →

06 / Why Airclerk

Built on insurance, not on AI demos.

We started by building AI workflow software for insurance.

Document-heavy, regulated, deeply unforgiving of demoware. That's the work we know.

ii.

Enterprise delivery DNA, not AI hype.

We've spent careers building services around transformational platforms - and surviving the long tail of integration, compliance and change that follows.

iii.

Built for New Zealand and Australia. Available globally.

Local insurers need a partner with regional context, systems literacy and people on the ground. We also work remotely with select international clients - particularly US carriers and brokers - who value implementation-led delivery over another AI wrapper. Two decades of cross-border consulting tells us three hours of daily overlap with New Zealand is enough - that's the US west of the Rockies, and Asia from Singapore east.

iv.

Security and compliance posture regulated buyers expect.

ISO 27001 and SOC 2 Type 2 in progress. Governance isn't a phase - it's part of the product.

Claude by default. Open to alternatives.

Claude is our preferred platform for regulated workflows - chosen for its safety posture, structured reasoning and audit-friendly outputs. Where Microsoft Copilot, ChatGPT or other models fit a client's existing landscape better, we implement those too.