Claims automation platform for a regional insurer

Example engagement — client details are anonymized. References available on request under NDA.

Project overview

The insurer handled thousands of property claims a year through shared mailboxes, spreadsheets and a legacy policy system. The goal was a single platform that captures claims online, routes them to the right adjuster and pays approved claims without manual re-keying.

About the client

A regional property and casualty carrier with a few hundred employees, selling home and small-business policies through independent agents.

Business challenge

Claims took too long to acknowledge and settle, policyholders had no visibility into status, and adjusters spent much of their day searching for documents and copying data between systems.

Technical challenges

• Integrating with a 15-year-old policy administration system that only exposed a SOAP interface
• Extracting data reliably from photos, PDFs and scanned forms
• Keeping a complete, tamper-evident audit trail for regulators

Solution delivered

We built a React web application for policyholders, agents and adjusters on top of a Node.js API, with an integration layer that wraps the legacy policy system. Documents are classified and pre-filled using document AI, and approved payments flow automatically to the finance system.