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 Outdated processes were slowing down claims and frustrating customers.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 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

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 and response
• High error rates from repeated manual entry
• Poor visibility for both compliance teams and clients
  

The firm couldn’t scale without burning out staff or risking critical errors.