Client at a glance
Industry
Insurance services
Project type
Operational transformation
Business model
Processing & admin
Status
Acquired
What we achieved
Workflows
Digitised & centralised
Visibility
Single operational platform
Processing
Reduced manual admin
Partnership
Multi-phase evolution
Awaiting verified quote from Garity team.
Client, Garity
Their situation
The business had outgrown its existing processes
Critical work relied on manual administration
Insurance submissions passed through multiple stages involving significant manual effort.
Information was spread across multiple systems
Teams lacked a single view of operational activity and progress.
Existing software didn't match the business
The organisation's processes were too specialised for generic solutions.
The challenges
Improving operations without disrupting delivery
Replace manual processes
Reduce administrative overhead by automating the repetitive tasks that slowed the team down.
Increase operational visibility
Create a clearer, real-time view of submissions, activity and overall business performance.
Centralise key activities
Bring critical workflows and data into a single platform the whole team could rely on.
Support future growth
Build technology with the flexibility to evolve as the business scaled and changed.
Our approach
Build around the business, not around the software
Create software that reflected how the business actually operated rather than forcing the team to adapt to generic systems.
Understand existing workflows
Map how work moved through the business — identifying the bottlenecks, inefficiencies and manual steps adding the most friction.
Design a central platform
Architect a single environment where submissions, tasks and data could be managed without switching between disconnected tools.
Improve visibility & control
Introduce dashboards, tracking and reporting so managers had a real-time view of what was happening across the business.
Continuously refine
Work in phases — delivering value quickly then evolving the platform as the business grew and requirements changed.
The platform grew alongside the business through multiple phases of development.
Technologies utilised
Example technology
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Successive projects
What we built for Garity
Eliminating paper-based insurance processing
Insurance applications moved through multiple manual stages before reaching carriers.
The process
- 1. Analyse operational workflows
- 2. Design digital processes
- 3. Centralise submissions
- 4. Launch the first platform
The results
- Reduced manual administration
- Improved workflow consistency
- Faster operational processes
Creating a single source of operational truth
Teams lacked visibility across submissions, progress and operational activity.
The process
- 1. Centralise information
- 2. Introduce tracking capabilities
- 3. Improve reporting
- 4. Create operational visibility
The results
- Greater visibility across operations
- Improved decision making
- Better process control
Building a platform that could grow with the business
The business needed software capable of evolving alongside changing requirements.
The process
- 1. Extend platform functionality
- 2. Support new workflows
- 3. Improve reporting capabilities
- 4. Refine operational processes
The results
- Platform evolved with the business
- Long-term technology partnership established
- Supported continued growth
The Garity team in their own words
Awaiting verified client quote.
Client, Garity
Awaiting verified client quote.
Client, Garity
Awaiting verified client quote.
Client, Garity