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04Pillar · Technology & Transformation

We automate the repetitive, so your people do the work that matters.

An insurance native transformation capability — RPA, OCR and AI workflows, system integration and SLA driven operating models that continuously take cost, error and delay out of your stack.

Technology that adds value, not another stalled programme.

Insurance is full of work that machines should be doing: rekeying data between systems, reading documents by hand, chasing exceptions across spreadsheets. It's slow, it's error‑prone, and it scales only by adding people.

Technology & Transformation is the third BrokerVerse pillar — a dedicated, insurance native pod that applies RPA, OCR and AI to the workflows where volume and pain actually live, wrapped in SLA driven operating models.

We don't chase a multi year replatform. We find the highest leverage automations, ship them fast, and compound the gains, measured in cost, speed and accuracy you can see.

Four capabilities.
One delivery team.

Each capability is discrete with its own controls, SLAs and owners but operated as one delivery team. Start with the highest volume workflow, then expand the automation estate.

01
RPA & workflow automation
Automate rules‑based, high volume processes across your systems, data entry, reconciliations and hand‑offs that no longer need a human.
Process discovery & ROI
Bot build & deployment
System‑to‑system hand offs
Exception handling
02
OCR & document intelligence
Extract, classify and route data from policies, claims, slips and submissions — turning unstructured documents into structured, usable data.
Document capture & OCR
Classification & routing
Data extraction
Validation & QA
03
AI & intelligent workflows
LLM assisted triage, summarisation, drafting and decision support applied to real insurance tasks, with humans firmly in the loop.
Triage & summarisation
Drafting & correspondence
Decision support
Human‑in‑the‑loop controls
04
Integration & operating models
Connect systems, design SLA driven operating models and run continuous optimisation. so that automation compounds instead of stalling.
System integration & APIs
SLA driven operating models
Continuous optimisation
Governance & monitoring

A short path from backlog to live automations.

No big‑bang transformation. Four stages, clear deliverables at each, and your first automations running in 6–10 weeks.

01
Stage one
Diagnose
Identify automation candidates by volume, rules and return on effort. Build the prioritised backlog.
2 – 3 weeks
02
Stage two
Design
Define the automation blueprint, controls, exception handling and governance. Sign‑off on scope.
1 – 2 weeks
03
Stage three
Stand up
Build, test and deploy bots and workflows with parallel runs and a controlled cutover.
4 – 6 weeks
04
Stage four
Operate & optimise
Monitored from day one. Maintain, expand and compound the automation estate over time.
Ongoing
What good looks like

Gains you can bank in cost, speed and accuracy, every month.

No theoretical ROI. Every number below is baselined in week one and tracked against each automation we ship.

60%
Manual effort removed
3×
Faster cycle times
99%
Straight‑through accuracy
0
Big‑bang re‑platforming
"
Transformation isn't a multi year programme. It's a series of small, compounding automations applied where the volume and the pain actually live.
Operating PhilosophyBrokerVerse · Practitioner led

Built for operations ready to scale without headcount.

Technology & Transformation is the right starting point if growth means more people today — and you'd rather it meant more automation.

01
Insurance brokers
Automate servicing, data entry and reconciliation.
02
Reinsurance brokers
OCR and automate bordereaux, slips and placement docs.
03
Managing General Agents
Straight‑through processing for binders and policy lifecycle.
04
Captive insurers
Automate reporting, controls and compliance evidence.

Ready to take ownership
of your operations? Let's talk.

A 30‑minute discovery call with our practitioners — we map the operating reality of your business and where the highest‑leverage shifts live.