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Broker workflow Insurer & MGA transformation Founder track record
Broker case study · In productionMotor insurance

From office-hours admin to a 24/7 vehicle-change portal.

The client. A regulated specialist motor insurance broker.

The challenge. Mid-term adjustments, mostly vehicle changes, arrived by phone and email and could only be handled during office hours. Each case was time-consuming to read, check and retype by hand, and a driver changing vehicle on a Friday evening could not wait until the office reopened on Monday.

What we built. A guided vehicle-change portal that runs 24/7. The customer uploads a policy document and a photo of the registration plate, the key details are extracted and verified automatically, and the insurers receive a structured, audit-trailed request, with the broker kept in the loop throughout.

Live
in production today
24/7
extended service hours, fully automated
60+ min
recovered per case
~100 hrs
saved per month
Structured
audit-trailed requests instead of free-text emails
Organised
mid-term adjustments captured and auto-requested
Vehicle change portal start screen, client branding blurred Policy lookup with auto-extracted details, personal details blurred New vehicle capture with auto-filled fields, registration blurred

The live vehicle-change flow: guided start, policy lookup with auto-extracted details, and vehicle capture.

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