About the Company
A regional insurance provider specializing in commercial property and construction coverage. Known for underwriting strength — but struggling operationally behind the scenes. Outdated processes were slowing down claims and frustrating customers.
The Challenge
Manual intake relied on PDFs, paper forms, and inbox clutter. Underwriters managed policies via disconnected spreadsheets and siloed databases.
These inefficiencies caused long delays in claims review, high error rates from repeated manual entry, and poor visibility for both compliance teams and clients. The firm couldn't scale without burning out staff or risking critical errors.
The Holistc™ Solution
We built an automation-first backend that digitized the entire lifecycle — from claims intake to audit reporting. No new system — just smarter orchestration of existing tools.
AI-Guided Claims Portal
Customers submit claims through a structured, mobile-ready portal. All data is validated and synced directly into the backend.
Policy Automation Dashboard
Underwriters manage policies through a live interface. Bots handle certs, renewals, updates, and document generation.
Compliance & Audit Sync
Every submission, edit, and approval is auto-logged with timestamps. Audit trails generate in real time.
System Integration
Connected Guidewire, Outlook, Airtable, and Power Automate into one seamless flow.
Results Comparison
We didn't just speed things up — we finally built a system our teams and customers trust.
The Outcome
Claims now process in minutes instead of days. The team handles 30% more volume without adding headcount. Audit-ready digital trails are generated automatically with zero manual tracking.
Customer satisfaction and retention have improved significantly, and the compliance team finally has the visibility they need.