Challenges We Solve
01
Document-heavy workflows in submissions, policies and claims
02
Customer and policy data scattered across legacy systems
03
Regulatory reporting that takes too much manual effort
04
Pressure to use AI without adding risk
What We Deliver
Related Work
Work from other industries that carries straight over to insurance.
Financial Services
A compliance portal and trading data platform for a trading firm
2,000+
staff on new systems
$50B+
in assets supported
24 mo
program led start to finish
Read the case:
The Challenge:
The firm needed a compliance portal, a trading repository, and a data platform with a trade-matching data layer, plus a secure portal for sharing sensitive securities information.
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Our Solution:
Members of our team led architecture, build and implementation over 24 months with 20 stakeholder groups, delivering secure document repositories, credentialed portals and digital tracking infrastructure, and training more than 500 employees.
Financial Services
A complete systems migration for a Canadian credit union
30+
core systems migrated
54
branches on new systems
500K+
users served
Read the case:
The Challenge:
The credit union needed to move to Microsoft 365, migrate its CRM and core financial systems, and build a secure document store where commercial clients could submit financial and regulatory disclosures.
Our Solution:
Members of our team led the program end to end over 18 months with 22 stakeholder groups, migrating more than 30 core systems, building secure repositories and upload portals, and training over 1,000 employees. A managed services team stayed in place.
What We Can Build Next
Where we can take Healthcare and Life Sciences next, built on the same foundations and our Intelligent Operating Systems.
Broker intelligence platforms
An operating system for brokers: book of business, renewals, carriers and producers in one place.
Submission and claims agents
Agents that triage submissions and claims, gather what’s missing and route decisions to people.
Customer 360
Policy, claims and service data unified for retention and cross-sell.
Compliance automation
Regulatory reporting assembled from governed data, with a full audit trail.