A regional insurance provider focused on commercial property and construction coverage. Known for strong underwriting, the firm was struggling behind the scenes with outdated operations and rising customer dissatisfaction due to slow claims turnaround.

The insurer’s operations were bottlenecked by paper forms, disconnected legacy systems, and constant back-and-forth email chains. A single claim could take days just to process initial intake — frustrating customers and exposing the business to compliance gaps. Holistc™ designed and deployed a fully integrated, automation-first backend that digitized every touchpoint of the claims and policy servicing process. The result:

• Claims processed in minutes instead of days
• Audit-ready digital trails with zero manual tracking
• ~30% more claims handled without growing headcount
• Improved customer satisfaction and retention

Claims and policy processes were fragmented across outdated platforms. Claims intake relied on PDFs, paper forms, and email threads. Policy servicing was performed manually by underwriters using spreadsheets and siloed databases.
These inefficiencies led to:

• Long delays in claims review and approval
• High error rates due to repeated data entry
• Poor visibility for both compliance teams and customers

Worse, the firm couldn’t scale operations without overburdening staff — or risking mistakes.