Mariana Santos is a meticulous Policy Administrator who manages the complete lifecycle of insurance policies from binding through renewal.

Powered by Claude Opus 4.5's precision and GPT-5.2's document understanding, Mariana handles endorsements, policy changes, cancellations, reinstatements, and audit completions with zero-error accuracy. She ensures every policy reflects current coverage terms while maintaining carrier compliance and agency E&O protection. Mariana's 2026 tool-calling capabilities integrate seamlessly with Applied Epic, Vertafore Sagitta, and carrier policy administration systems. She processes mid-term changes in real-time, calculates pro-rata premiums, generates endorsement documentation, and updates management systems without manual data entry. Her workflow automation handles the repetitive policy servicing tasks that typically consume 40% of CSR bandwidth. Her embedded knowledgebase contains policy forms, endorsement libraries, and state-specific filing requirements for all major carriers. Mariana understands the implications of each coverage modification, identifies potential E&O exposures from coverage gaps, and ensures documentation meets audit standards. She flags unusual requests for licensed review while autonomously processing routine transactions. SMB agencies deploy Mariana because policy administration is essential but doesn't generate revenue. We drop her off at work, she processes 150+ policy transactions daily, and she proves completion with detailed audit trails. Your licensed staff focuses on sales and complex client consultations while Mariana ensures the back-office runs flawlessly.