MERIDIAN AI™ — Portfolio Next Best Actions · 4 Active
GL Portfolio · 155 cases · Updated 3 min ago
23 Audits Past Due — Premium Leakage Estimated $1.24M
Cases GL-2024-0041, GL-2024-0078, GL-2024-0112 (+20) are ≥14 days overdue. ISO payroll variance 15–42%. Immediate escalation will recover 89% of leakage.
MERIDIAN AI™ · 98.1% confidence · PolicyCenter + ISO/Verisk · Leakage Model v4.2
34 Cases — Subcontractor COI Gap · $8.7M Unverified Payroll
D&B verification identified 34 audits where subcontractor payroll is unverified. GL exposure materially underreported. Automated COI batch request recommended.
MERIDIAN AI™ · 96.4% · D&B + ADP Payroll · COI Validator v2.1
12 Policies — ISO Class Code Reclassification · +$342K Premium Impact
OSHA records show 12 insureds operating outside rated class. E.g. GL-2024-0089 coded 91111 (Plumbing) but OSHA shows roofing ops (97220). Rate differential: $18.74 vs $4.82 per $100.
MERIDIAN AI™ · 94.7% · ISO/Verisk + OSHA · Class Validator v3.0
47 Audits Ready for Billing — $2.1M Adjustments Queued
Field audits complete, all docs verified, ISO confirmations done. Billing adjustments calculated at 98.2% accuracy. Push to BillingCenter will process all 47 in single batch.
MERIDIAN AI™ · 99.1% · PolicyCenter + ISO + Payroll · Billing Engine v5.1
Total Active Audits
155
↑ 12 from prior month
Open Workbench →
Overdue Audits
23
↑ 5 this week
View Overdue →
Avg Premium Variance
+12.3%
↑ 2.1% vs prior yr
View Analysis →
Completed This Month
47
↑ 8 above target
AI Accuracy Rate
98.2%
MERIDIAN AI™ powered
View Insights →
Pending Adj. ($)
$2.1M
47 cases queued
Data Requests Pending
31
↑ 3 new today
Avg Cycle Time (Days)
18.4
↓ 4.2 days vs prior yr
Audit Pipeline by Stage
155 cases · Click for full analysis
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Monthly Premium Adjustments ($K)
Actual vs Estimated
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Top GL Class Codes by Volume
ISO distribution across portfolio
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AI-Assisted vs Manual Completion
Weekly throughput
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Live System Integrations
All carrier and third-party connections
Guidewire PolicyCenter
Policy data · Class codes · Endorsements
Connected · 155 policies synced
Guidewire ClaimsCenter
Loss runs · Open claims · ALAE
Connected · 89 claims linked
Salesforce CRM
Broker/insured engagement · Tasks
Connected · 142 contacts active
Enterprise DMS
Policy docs · Audit files · COIs
Connected · 1,847 documents
GL Audit Workbench
155 active cases · General Liability · All states
155 cases
| Case ID | Insured Name | Policy # | ISO Class | State | Status | Auditor | Est. Adj. | Due Date | Action |
|---|
AI Insights — GL Portfolio
MERIDIAN AI™ analytics · Click any card for full analysis
Premium Leakage Prevented
$4.2M
This audit cycle
🔍 Root Cause Analysis →
Avg Payroll Variance
18.7%
Across GL portfolio
🔍 Payroll Breakdown →
Class Code Accuracy
94.3%
↑ 3.1% with AI assist
🔍 Class Code Analysis →
Auto-Resolved Cases
38
No manual touchpoints
🔍 Auto-Resolution →
Leakage by Root Cause
MERIDIAN AI™ · Click to drill down
🔍 Full analysis →
State-Level Premium Variance
Avg adj % by state · Click to explore
🔍 State drill-down →
AI vs Manual Accuracy
Comparative performance
🔍 Performance benchmarks →
🧠 MERIDIAN AI™ Pattern Analysis — Top Risk Signals