Toptal helps leading insurance brokerage streamline automation and establish process for AI initiatives.
An insurance brokerage partnered with Toptal to establish a structured process for advancing AI initiatives and improve automation of underwriting email processing and insurance quote-to-final-policy evaluation.
Client
A US-based insurance brokerage providing commercial insurance, employee benefits, and risk management.
Employees
Revenue
Industry
Financial ServicesDelivered Services
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Rapid growth through acquisitions left the brokerage with fragmented automation processes across multiple regions. Unclear ownership and unpredictable delivery times reduced trust in the automation pipeline and contributed to duplicated efforts.
Solution
Structured Automation Delivery
Toptal implemented a six-stage delivery process with two-week cycles, defined ownership, quality gates, and formal handoffs to create a more predictable path from request to deployment.
Clear Path for AI Initiatives
Toptal established a process for approving and evaluating AI trials, including requirements for infrastructure, security, measurement, and business case, and developed proofs of concept to validate the approach.
Outcome
Predictable Automation Delivery
The new operating model established a roughly nine-week path from initial analysis to deployment while reducing duplicated efforts and creating clearer accountability across teams.
Validated AI Potential
An email automation proof of concept achieved 96% confidence against an 85% target, with 70% of test emails requiring no manual intervention and processing costs below budget. The results provided evidence to support further investment.
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