RMD & Distribution Tracking for Insurance Underwriters with Duck Creek
The Problem
Missing an RMD for a Commercial Underwriting client triggers a 25% excise tax — and tracking them across custodians in Duck Creek is a manual audit every December.
What We Build in Duck Creek
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Duck Creek — uses the native API or agent integration so nothing leaves the system of record.
Duck Creek Integration Approach
Audit your Duck Creek configuration
We map the specific Duck Creek objects, custom fields, and workflows the automation needs to touch for your commercial underwriting practice.
Build on the Duck Creek API or agent
Integration happens inside Duck Creek — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Duck Creek with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Duck Creek instance
30-minute call. We'll look at your actual Duck Creek setup and show exactly how this workflow fits.