Our Work
We take immense pride in the work we've accomplished, and this section is dedicated to highlighting the diverse and innovative projects that have defined our journey.
AI Submission Processing
Leveraging the power of Artificial Intelligence (AI) and Large Language Models (LLMs), we built a platform for a specialty commercial lines carrier that can intelligently read and interpret insurance submission emails—analyzing both the message content and all attached documents. This advanced approach ensures every detail from the submission is understood, structured, and accurately entered into the policy administration system. The result is a seamless, automated process that prepares accounts for quotation without human intervention. This not only enhances efficiency and accuracy but also dramatically reduces processing time, enabling the client to deliver faster, more reliable service.
Communication Management
In our latest collaboration, we provided a bespoke software solution tailored to our client's unique needs, streamlining their document and email management process. Our development team expertly crafted a system that centralizes the management of document templates and email templates, simplifying the creation and distribution of crucial outbound communications. This system enhances efficiency in producing various types of correspondence, including quotes, policies, cancellation notices, and renewal notices.
Decisions with Data
In a recent project for a Managing General Agent (MGA) client, we developed a cutting-edge real-time operational data store, a pivotal advancement in their underwriting process. This sophisticated technology solution enables the client to access and analyze live data seamlessly, offering a dynamic view of critical information. By integrating this real-time data capability, the client is now empowered to make more informed, accurate, and swift decisions in their underwriting process.
CRM Enhancement
We undertook the task of revamping an existing Customer Relationship Management (CRM) system for our client, with the objective of creating a more holistic and accurate representation of their customer data. This comprehensive update was designed to seamlessly integrate and track all forms of communication with their customers, including phone calls, emails, and SMS messages. By doing so, we have provided our client with a robust and intuitive platform that offers a 360-degree view of customer interactions. This enhancement not only improves the quality and reliability of the data but also empowers our client to better understand and engage with their customers, ultimately leading to more personalized and effective customer service.