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[CS.AI] Disrupting Tradition: Agentic AI and Retrieval-Augmented Models in Underwriting

Published at: 2026-07-10 22:00 Last updated: 2026-07-13 08:32
#AI #LLM #Open Source

Artificial Intelligence (AI) is reshaping actuarial practice, particularly in areas that require reasoning over unstructured documents, heterogeneous data sources, and regulated decision workflows. Actuaries now face a design space that ranges from traditional rule-based automation to large language models (LLMs), retrieval-augmented generation (RAG), and multi-agent 'agentic' systems that can plan, retrieve, call tools, and reflect. This paper examines how these emerging architectures can support actuarial priorities such as transparency, auditability, and human-in-the-loop governance, focusing on straight-through decision processes.

To make these ideas concrete, we develop and analyze an agentic AI framework for straight-through underwriting of small commercial Business Owner Policies (BOPs). We construct a synthetic but realistic experimental environment and compare three underwriting pipelines: (i) a single-LLM baseline, (ii) a naive RAG system, and (iii) a multi-agent 'Agentic RAG' pipeline that combines targeted retrieval, third-party data checks, and explicit multi-step rule evaluation. The results show that the agentic system performs best overall, with the largest gains in multi-step and missing-information scenarios, where structured retrieval and reflection help the model avoid unsupported straight-through decisions.

Blogger's Review: This paper provides an in-depth analysis of the potential of agentic AI systems in the actuarial field, particularly in complex decision-making scenarios. By comparing different models, the study highlights the advantages of agentic technology in enhancing decision transparency and efficiency, making it worthy of attention and exploration in the industry.

Original Source: https://arxiv.org/abs/2607.07858

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