Your claims team spends its day on work that should run itself

More than most operations leaders expect. The clearest wins are in document-heavy, rule-driven processes: FNOL intake (capturing loss details, routing to the right adjuster, triggering document requests automatically), OCR-based extraction from policy documents and claims forms, renewal reminders sent at configurable intervals before expiry, lapse-prevention sequences, cross-sell triggers based on policy anniversary or life event data, underwriting data aggregation from multiple sources, and compliance report generation pulled from your live policy data. Agent commission tracking and period-end reconciliation is another area where manual calculation creates expensive errors. None of these require replacing your core policy admin system, automation wraps around what you already use and handles the repetitive work that's eating your team's time.

Yes, that's the standard model. We don't replace your policy admin system, claims platform, or CRM. We connect to them. Most insurance operations run on a mix of older core systems, spreadsheets, and newer point tools that don't talk to each other. The automation layer sits between them: pulling data from system A, applying your business rules, writing results to system B, and triggering the next action. We've built integrations with platforms like Guidewire, Duck Creek, Salesforce Financial Services Cloud, and several proprietary insurer systems. If your system has an API or an accessible database, we can connect to it. If it doesn't, we work with the data exports it produces. The integration approach is scoped in the first two weeks and agreed before development starts.

A focused automation, for example FNOL intake routing or a renewal reminder sequence, launches as a validated v1 in 4 to 6 weeks from scoping to live, so you can put it in front of real adjusters and iterate. End-to-end claims processing automation, including document OCR, adjuster assignment, reserve calculation triggers, and compliance reporting, is closer to 10 to 14 weeks. The range depends on how many systems need to be connected, how complex your business rules are, and how much data cleaning is required before the automation can run reliably. We scope the work at a fixed cost before a line of code is written, so there are no mid-project cost surprises. Timelines are confirmed at proposal stage.

A focused first automation, such as FNOL intake routing or a renewal reminder sequence, starts around $25,000 to $45,000, delivered as a validated v1. A full multi-workflow platform, adding document OCR, underwriting data aggregation, compliance reporting, and commission reconciliation across your core systems, grows to roughly $90,000 to $180,000 over time. Most insurers start with one high-cost workflow, prove the saving, then expand. Every engagement is fixed price, scoped in writing before any development starts. We model the ROI against your own claim volumes and labor costs before you commit.

The pattern is consistent across insurers. A claims team handling 500 claims per month, where each claim requires 45 minutes of manual data entry, spends roughly 375 labor hours per month on work automation handles in seconds. At a fully-loaded cost of $50 per hour, that's $225,000 per year. Automation typically costs a fraction of that in the first year, and the saving repeats every year after. Beyond labor cost: faster claims cycle time improves customer satisfaction; renewal automation reduces lapse rates; commission accuracy reduces disputes. We model the ROI case before the project starts so the investment decision is grounded in your actual numbers.

Yes. We sign NDAs before any scoping call where you share proprietary process details, policy data structures, or system architecture. Confidentiality agreements are standard for all insurance work, where data sensitivity and regulatory exposure make NDAs a baseline requirement rather than a negotiation point.

The stack depends on what your existing systems can connect to. For document OCR and extraction we use Azure Document Intelligence or LayoutLM depending on document variability. For workflow orchestration we use n8n, Temporal, or custom Python services. Integration layers connect to Guidewire, Duck Creek, Applied Epic, Salesforce Financial Services Cloud, and proprietary insurer platforms via API or database. For scheduled communications we use SendGrid, Twilio, or your existing email infrastructure. We do not impose a fixed stack, we select tools based on what connects cleanly to your systems and what your team can maintain after handoff.