Three spreadsheets became one system, now handling 500+ policies every month.
The team was tracking every policy across three separate Excel files: one for quotes, one for changes, one for claims. Matching them up was slow, mistakes crept in, and leadership had no clear view of what was actually happening.
Designed one clean database that covers the full life of a policy
Built a tool where brokers, ops, and management each see the view they need
Added automatic reminders and deadline tracking by email and WhatsApp
One system is now the single source of truth. No more chasing spreadsheets
500+ policies a month running through the platform
Leadership sees live dashboards without anyone having to compile them
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worst bottleneck.
Tell us the work that’s eating your team’s week. In 30 minutes we’ll tell you honestly whether AI can fix it, and what it would take to ship.