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Case study

Automating Operations for a Group Insurance TPA

A leading Third-Party Administrator (TPA) managing voluntary group insurance products was facing critical operational challenges. As their newly launched insurance product started gaining traction, they needed to scale their backend processing systems quickly. The client had a small operations team and a history of high error rates in processing premiums and claims. These inefficiencies had already led to lost business opportunities in the past.

App Visual

Processed

$350M+

Premium processed in 6 months

Reduction

90%

In processing errors

Decreased

Cost Savings

$1M+

Annual Cost Savings

Objectives

Streamline and scale operations to support growing transaction volumes

Eliminate manual processing and reduce human errors in premium and claims workflows

Build a unified automation framework that connects disparate systems

Improve operational visibility and reduce overhead cost

Key Results & Analytics

Metric

Outcome

Premium Processed

Premium Processed

$350M+ in less than 6 months

$350M+ in less than 6 months

Headcount Reduction

Headcount Reduction

Only 1 FTE needed on each side of the operations

Only 1 FTE needed on each side of the operations

Annual Savings

Annual Savings

$1M+ in cost reductions

$1M+ in cost reductions

Error Reduction

Error Reduction

90%+ improvement in transaction accuracy

90%+ improvement in transaction accuracy

Key Analytics

Throughput

Throughput

10x increase in policy and claim handling capacity

10x increase in policy and claim handling capacity

Uptime

Uptime

Maintained 99.9% uptime during peak volume cycles

Maintained 99.9% uptime during peak volume cycles

Accuracy

Accuracy

Data accuracy rates exceeding 98.5% post-deployment

Data accuracy rates exceeding 98.5% post-deployment

Implementation Time

Implementation Time

Full solution deployed within 8 weeks

Full solution deployed within 8 weeks

Our Approach

Our engagement began with a deep-dive assessment of the client’s current state. We evaluated existing workflows, pain points, system architecture, team roles, and governance structure. Based on this, we co-developed a transformation roadmap covering process improvements, technology integrations, and resource allocations.

We designed and deployed a custom automation solution that eliminated manual Excel-based processing and enabled system-level data integration. By removing dependency on siloed workflows, we ensured real-time connectivity across multiple carriers, products, and transaction types.

Engineering & Integration

Integration of disparate client systems for seamless data flow

Replacement of spreadsheets with structured, real-time interfaces

Deployment of governance frameworks for exception handling

Use of Capability Maps, Automation Screening, Testing & PDD Templates

Client Satisfaction

"The automation framework completely transformed our back-office capabilities while allowing us to grow fast—without growing headcount."

5.0

/ 5.0

Rating

Photo

Third-Party Administrator (TPA)

Client

Manufacturing

Insurance & Risk

Agencies

Financial

Startups

Banking

Enterprise

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Manufacturing

Insurance & Risk

Agencies

Financial

Startups

Banking

Enterprise

Let's build something that ships.

Tell us what you're trying to move — a product to launch, a platform to modernize, an AI system to get into production. We'll tell you how we'd approach it, what it would take, and what we'd commit to.

Start a Conversation

Manufacturing

Insurance & Risk

Agencies

Financial

Startups

Banking

Enterprise

Let's build something that ships.

Tell us what you're trying to move — a product to launch, a platform to modernize, an AI system to get into production. We'll tell you how we'd approach it, what it would take, and what we'd commit to.

Start a Conversation

Manufacturing

Insurance & Risk

Agencies

Financial

Startups

Banking

Enterprise

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Tell us what you're trying to move — a product to launch, a platform to modernize, an AI system to get into production. We'll tell you how we'd approach it, what it would take, and what we'd commit to.

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