InsuranceInsurTechAutomation
Case study

Automated Income-Assurance Underwriting

Instant online assessments replaced multi-day paper processes and manual data entry was eliminated, freeing staff to refocus on revenue-generating work.

200+ products shipped
13 years
5.0 on Clutch100% Upwork Job Success
2+ yr avg client engagement

The challenge

The client's underwriting process relied entirely on paper forms and Excel calculations. Staff manually transferred applications into Excel macros, creating a slow, error-prone workflow with no self-service.

What we built

We built a custom web application where customers complete the entire underwriting process online and receive an instant income-assurance risk assessment. It automated the logic previously buried in Excel macros with a risk-calculation engine, admin dashboard, role-based access, real-time analytics, and API integrations.

The outcome

Instant online assessments replaced multi-day paper processes and manual data entry was eliminated, freeing staff to refocus on revenue-generating work.

More work

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