InsurTechGreen EnergyAutomation
Case study

Automated Green-Energy Underwriting

Assessment time dropped from manual hours to seconds, automated data gathering eliminated collection mistakes, and underwriters completed significantly more assessments per day.

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

The challenge

Insurance underwriters had to gather risk data manually from multiple third-party platforms for every lending application. This fragmented approach increased error risk, created inefficiencies, and limited assessment volume.

What we built

We created a custom data-integration platform that turns a complex risk-assessment process into a single step. A user enters a property address and the system automatically runs the entire data-collection process, consolidates findings into a comprehensive report, and syncs results to Salesforce without manual intervention.

The outcome

Assessment time dropped from manual hours to seconds, automated data gathering eliminated collection mistakes, and underwriters completed significantly more assessments per day.

Tech

Salesforce
More work

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