Building a Data-Driven Culture: From Insight to Impact
Having mountains of data is one thing; using it effectively is another. Many organizations find there’s a gap between having data and actually usin...
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Insurance Workflow Automation & Process Consulting
Automate every claim. Lower exposure. Empower your team.
AI-powered workflow automation for insurers — faster claims, cleaner data, zero manual loops.
Trusted by Ops-Focused Teams
Operate Smoothly, Communicate Better, Save Time Headline
Insurance moves fast — your backend should too. We build automation that reduces time-consuming admin, syncs data between systems, and helps your team handle more claims with less chaos. Less bottlenecking. More clarity, speed, and accuracy.
What You Can Automate
Claims Intake & Processing
- Auto-capture submitted claims and route by policy type
- Trigger internal tasks, notifications, and next step
Client Onboarding
- Send welcome packets, collect forms, and assign policy info
- Trigger document verification and CRM updates
Document Handling
- Auto-generate quotes, policy docs, and renewal notices
- Sync everything to your internal folders or CRM
Status Notifications
- Auto-send claim updates to clients or brokers
- Reduce follow-up calls and emails
Policy Renewals & Lapses
- Notify clients of upcoming expiries
- Auto-assign renewal tasks and escalate if overdue
Internal Workflow Visibility
- Live dashboards for claim status, agent tasks, and delays
- Cut the noise and focus on what matter
Built to Work With What You Already Use
Customer Story
“Cut claims processing from 3 days to 3 hours We didn’t need another system. We needed everything we already had to talk to each other. That’s what Holistc gave us.”
Why Holistc Works
Introduce transparent, controlled collaboration across teams and systems.
Built custom to your workflow
Built custom to your workflow — not a template
Fully integrated with
Fully integrated with your existing systems
Helps your team
Helps your team do more with less admin
You stay in control
You stay in control — we just take care of the boring parts
Stop the annoying work, start the important work.
We get it. A lot of products make bold claims. There’s no way one product could do all this. Right?
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