For insurers
Insurance operations that do not run on re-keying.
For cell captives, underwriting managers, brokers and small insurers whose policy data is typed into three places, whose brokers onboard by email, and whose claims live in documents. We start with how policy data, broker onboarding and claims actually move, then build around it.
Sound familiar
Six places the work leaks.
- The same policy, typed three timesQuote tool, policy admin and the spreadsheet finance actually trusts. Every handover is a chance to get a number wrong.
- Brokers onboarded by emailFAIS documents, banking details and contracts arriving as attachments, tracked in someone's inbox.
- Claims that live in documentsPDFs, photos and emails that someone reads, summarises and re-keys before anything can be decided.
- A login per systemUnderwriting, client portal and HR each with their own users, and no single place to remove someone's access.
- Month-end by handDebit orders, commissions and bordereaux assembled from exports, reconciled late at night.
- An AI pilot nobody trustsA model that reads documents well in the demo and cannot say why it got one wrong in production.
What gets built
Systems, not another tool to log into.
- Underwriting and claims CRMs
- One record per policy and per claim, fed once, read everywhere.
- Broker onboarding as a workflow
- A portal that collects documents, checks them and tells everyone what is missing.
- Single sign-on across the group
- One gateway every system sits behind, with access you can revoke in one place.
- Billing and reconciliation runs
- Scheduled, auditable batches that match bank statements line by line.
- Document AI with evals
- Extraction from claims and policy documents, measured against your own files, with a human gate before anything is decided.
- Legacy forms to web forms, with e-signing
- Adobe and PDF forms rebuilt as web forms with a form builder, PDF import and e-signing built in, so a signed agreement lands where the team already works.
- Rating-engine test harnesses
- Regression and UAT runners for your pricing or rating engine, so a rate change is tested before it goes live, documented so another engineer can rebuild it.
- POPIA-aware data handling
- Access control, audit trails and retention designed in, not bolted on.
First step
See what the audit report looks like →Where an insurance engagement starts.
A one to two week audit of the systems between quote and claim: where data is re-keyed, where access is uncontrolled, where month-end is manual. The output is a ranked list of what to fix first and what it costs, before anything is built.
Ready when you are
Book a free callStart with the systems between quote and claim.
Twenty minutes. You describe what is manual; you leave with a next step either way.