IntelligentPolicyAutomation

Policyissuancewasgrowingfastandthemanualprocesscouldn’tscale.Howdenneededtomultiplycapacity,reducecosts,andrespondinminuteswhilemaintainingprecision,traceability,andriskcontrol.

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policiesissuedpermonth

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CHALLENGE

Thechallengewastodramaticallyincreaseissuancethroughputwithoutaddingheadcountorsacrificingquality.

Theyneededanauditablemodelthatstandardizedrules,reducedrework,andenabledoperationstohandledemandpeaks.

SOLUTION

Weturnedpolicyissuanceintoaminutes-longprocess:policiesreadyandasustainedcapacityof10,000permonth.

Frombottleneckstohigh-volumeissuance:automatedvalidations,clearrules,andtheteamfocusedonexceptions—10,000+policiespermonth.

Exceptionsarehandledbyasmallexpertteam,whiletheplatformorchestratesallrepeatablework.Thefoundationenablesfuturecopilotsforonboardingandcustomerservice.

IMPACT

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Monthlyissuancecapacity

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Growthinpoliciesissued

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Reductioninoperatingcost

Theoutcomesweresignificantacrossmultiplefronts:

100% auditable, standardized processes; less rework and fewer errors.

Shortened cycle time: issuance in minutes with consistent quality.

Proven scale: from 1,500 to 10,000 policies per month, with predictable demand.

Better experience for brokers and customers: status visibility and fast responses.

Talent focused on exceptions and high-value cases; the platform handles the repeatable work.