The Insurance Experts
Specialist underwriting knowledge digitised into a guided digital workflow.
The Challenge
The Insurance Experts had decades of specialist underwriting knowledge trapped in a complex spreadsheet that only two people in the company understood. This created a massive bottleneck - only those two people could write insurance policies, limiting the business to their personal capacity. If either was unavailable, the business effectively couldn't operate. The spreadsheet was fragile, undocumented, and impossible to scale.
The Solution
We worked closely with the underwriting experts to understand every decision path, rule, and exception embedded in that spreadsheet. Then we turned it into a guided digital workflow that walks any team member through the underwriting process step by step. Complex logic is handled by the system, presenting the right questions at the right time and applying the correct rules automatically. The system went live in just six weeks.
The Results
From two people to the entire team able to write insurance.
From spreadsheet to production digital workflow.
Guided workflow cuts quoting time in half.
Decades of expertise captured and systematised.
Similar Challenge?
Got critical business knowledge trapped in spreadsheets? Let's digitise it.
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