BoardSnap is an iOS app that captures whiteboard sessions insurance professionals run — underwriting logic, claims process design, product development — and returns structured, actionable summaries in ten seconds.
Insurance is built on carefully structured logic: risk classification criteria, underwriting rules, claims decision trees, policy terms. All of that logic gets designed and debated on whiteboards before it goes into policy forms or rating engines. The whiteboard is where the technical precision gets established — and where it most easily gets lost.
BoardSnap treats those whiteboard sessions as documentation-in-progress. Snap the underwriting decision tree, the claims workflow redesign, the actuarial assumptions framework. BoardSnap AI reads the logical structure — the decision nodes, the branching criteria, the annotated exceptions — and returns a written summary that your team can build formal documentation from.
The Projects feature maps naturally to insurance business lines: personal lines, commercial lines, specialty, reinsurance. Each project keeps its own board history and pinned context. The actuarial assumptions for a workers' comp product don't bleed into the marine cargo project.
Map the underwriting decision tree: risk factors, acceptability criteria, pricing adjustments, referral triggers. Snap it. The structured summary is the starting point for formal underwriting guidelines — before it goes to legal for final language.
Draw the current-state claims workflow: intake, coverage determination, investigation, settlement, closure. Mark the friction points. Design the future-state flow. Snap both. The summaries give your process team a clear before/after to build from.
New product design: coverage features, exclusions, target customer, competitive positioning, regulatory considerations. All on the board. Snap it. The summary becomes the product brief your team takes into the actuarial and legal review.
Draw the reinsurance tower: layers, attachment points, capacity sources, key conditions. Snap it. The structured summary gives your reinsurance brokers and internal teams a shared written record of the structure being negotiated.
Map the rate/form filing workstreams, state-by-state requirements, timeline, and owner assignments. Snap the board. The structured output gives the compliance team their filing plan — organized and ready to track.
Perspective correction runs on-device via Apple VisionKit with no external data transfer during the scan step. AI summarization sends content to BoardSnap's API. For boards showing customer policyholder information, claims data, or sensitive pricing models, review your information security policies before using cloud summarization. Most product design and process whiteboarding doesn't involve such data — for those sessions, BoardSnap works without restriction.
Yes. BoardSnap AI reads branching structures — decision nodes, yes/no paths, conditional outcomes. It extracts the decision logic in prose form, which is often more useful for documentation than a raw diagram photo.
Standard actuarial notation and labels read well. Highly specialized mathematical symbols may not translate perfectly to text, but the surrounding context usually makes the intent clear. The brand-aware feature can be trained on your product documentation to improve terminology accuracy.
Projects. Each business line gets its own project. Boards, pinned context, and brand voice stay isolated per project.
Not via direct integration. BoardSnap produces text you can copy into any system. API integrations are on the roadmap for future versions.
Free tier: one project, 30 boards. Pro: $9.99/month or $69.99/year for unlimited projects, boards, and AI chat.
Snap a board. Get a clean summary and action plan tied to your team.