Case Study

From first notice to settled, on one operating layer.

A specialty insurance carrier brought us in to replace paper claim files, three field apps, and a half-dozen spreadsheets. Intake, adjuster dispatch, field investigation, and settlement on one connected platform, with every claim moving through the same lane.

IndustryInsurance Claims Operations EngagementJumpstart + Deployment Studio
$420K
Avoided hiring costs as claim volume grew
2days
From close to claimant payment
9hrs/wk
Adjuster time back for harder cases
5tools
Replaced by one connected platform
Claims · today's queue
The opportunity

A growing book of claims. A team running on memory.

The adjusters were great. Policyholders rated their experience high. But the office ran on a whiteboard, a shared spreadsheet, and three different mobile apps that didn't talk. Site visits slipped through the cracks. Settlements went out a week after they should have. The claims supervisor was running the whole operation by memory.

They came to us to get the work off paper and the supervisor off the hook, so the team could spend their time on the harder cases instead of the calendar.

BeforeAfter
How we worked together

We rode along. We watched. We built.

We spent a week with adjusters in the field and a week in the office with the claims supervisor. Watched FNOL intake, the morning routing huddle, and the end-of-day catch-up.

Then we built the layer that took every step the team was already doing and made it work without someone having to remember to do it.

Phase 1 · Jumpstart3 weeks

Ride-along + map

  • Adjuster ride-alongs across claim types
  • Supervisor shadow + workflow capture
  • Policyholder journey mapping
  • Single-claim-type prototype
Phase 2 · Deployment Studio4 months

Build, roll out, refine

  • Claims queue + adjuster routing
  • Field mobile workflow with photo capture
  • Auto-settlement on claim close
  • Office + field rollout in two waves
What we built

Every claim. Every adjuster. One queue.

The supervisor sets the rules. The system routes. The adjuster works. The settlement goes out before they leave the site.

Module 01

A claims queue the supervisor can trust.

FNOL comes in from the call center, web form, and broker channel. The system routes each claim to the right adjuster based on certification, geography, and current load. The supervisor confirms exceptions, the adjuster heads out, the policyholder gets a text.

Module 02

Field app that doesn't get in the way.

Adjusters see their day, swipe through each site, capture photos, note follow-ups, and mark the visit complete. No back-office radio. No "what was the policy number again." The data the supervisor needs lands on its own.

Module 03

Settlement out the door before the next site.

When an adjuster marks a claim closed, the system drafts the settlement based on the scope, photos, and rules. The supervisor reviews exceptions only. The policyholder gets the decision and a payment confirmation. The days-to-pay gauge keeps tightening.

The results

More claims closed. Faster payments out.

Claims move through the system, not through someone's head. Adjusters spend their day on the harder cases, not on the calendar. Policyholders get paid sooner. The team scales with volume without scaling the back office.

$0K

In avoided hiring costs as claim volume grew.

Same team carrying meaningfully more work.

0 days

From close to claimant payment.

Median, across all claim types.

0 hrs/wk

Adjuster time freed up for harder cases.

Per adjuster, post-rollout average.

0 tools

Replaced by one connected platform.

Intake, routing, field, settlement, payments.