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Executive Overview

Decisioning Pipeline

End-to-end flow from input to recommendation

Next: Real-time Architecture
Scoring Pipeline
Step 1

Input Collection

Gather customer and coverage data

Customer profile (demographics, location)
Risk attributes (vehicle, property)
Coverage requirements (limits, deductibles)
Agent context (assigned agent, channel)
Step 2

Feature Generation

Transform raw data into model features

Price competitiveness index
Carrier win rate for similar profiles
Risk category embeddings
Payment reliability score
Step 3

Model Scoring

Score each carrier using ML model

Generate prediction for each carrier
Calculate conversion probability
Estimate expected premium
Compute retention likelihood
Step 4

Ranking Engine

Rank carriers by predicted outcome

Sort by conversion probability
Apply secondary sort (retention, LTV)
Handle ties with confidence scores
Generate ranked list with scores
Step 5

Business Rules Overlay

Apply business constraints

Carrier appetite filters
Regulatory compliance checks
Commission tier requirements
Exclusion rules (blacklists)
Step 6

Output Recommendation

Final ranked carrier list

Top 3-5 carriers with scores
Conversion probability per carrier
Expected premium range
Explanation (why recommended)
Hybrid System: ML + Rules

ML Model

Scores carriers based on conversion probability and predicted outcomes

Combined

Business Rules

Enforces compliance, appetite limits, and business constraints

Why hybrid? ML provides accuracy, rules provide guardrails. Rules can override ML when compliance or business logic requires it.

Example: Personal Auto Quote

Input

45yo, CA, 2 vehicles, clean record

Features

Risk score: 72, LTV proxy: $4,200

Scoring

5 carriers scored in 120ms

Ranking

Travelers > Hartford > CNA

Rules

All pass appetite check

Output

Travelers (87% prob, $1,842 est)