Work

The work we take on.

A few of the workflows we automate in financial-services operations, shown as they run. Figures are examples until a pilot measures them.

01 A wholesale broker

Loss-run summarisation

Loss runs from five carriers, each in a different layout, turned into one summary the underwriter can compare.

Read the case 02 An insurance agency

Certificate of insurance handling

Certificate requests read, checked against the policy, and drafted — ready for the agent to issue.

Read the case 03 A Lloyd’s coverholder

Bordereaux processing

Monthly bordereaux from each binder, cleaned and mapped to the carrier template, with exceptions flagged.

Read the case 04 A mid-size NBFC

Co-lending reconciliation

Daily reconciliation across two loan systems and the escrow account, with an audit trail.

Read the case 05 A housing finance company

Credit pack & CAM preparation

Credit files assembled and the appraisal memo drafted, ready for the credit officer.

Read the case