Workflow · Analytics
Forecasting
Forecasts insurance, claims, and risk metrics from a client's data. It inspects the data for forecastable threads, recommends the simplest appropriate method, computes exposure-adjusted projections with optimistic/expected/conservative scenarios, and clearly explains uncertainty, assumptions, and limitations. You make the final interpretation.
What goes in
The metric to forecast, the client/exposure profile, the historical data, and the forecast horizon.
What you get
A forecast table with scenarios, executive summary, key drivers, confidence level, assumptions, and broker talking points.
How it works
- 1Define the objective: pick the metric, profile, target, and horizon — SoterAI won't start until these are clear.
- 2Data and threads: it summarizes the data, assesses quality, and presents the forecastable threads worth pursuing for you to choose from.
- 3Forecast: it recommends the simplest fitting method, normalizes for exposure, computes projections, and builds optimistic/expected/conservative scenarios.
- 4Output: a forecast table and summary with drivers, confidence, assumptions, and client-facing talking points — always showing the logic and uncertainty.
Related pages
What this workflow delivers
A forecast table with scenarios, executive summary, key drivers, confidence level, assumptions, and broker talking points.
2+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off