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AI Automation · InsurTech · AI Platform

InsureTech Ops Platform

Insurance ecosystem — connecting banks, brokers, and intermediaries on one intelligent platform.

Deliverable

Three-sided web platform + AI processing engine

Client

Insurance ecosystem

Services

AI Automation, Cloud Infrastructure, Multi-role Platform, Security Engineering

Year

2024

The Problem

  • Three parties — loan-providing banks, policy-issuing brokers, and managing intermediaries — operated with no shared system.

  • Bulk data handling was entirely manual: 10,000+ user records and large PDF documents flowing between parties.

  • Policy matching was a human task — comparing new policies against existing claims was slow and error-prone.

  • No cloud infrastructure, no security layer, no DevOps — fragile processes built on spreadsheets and email.

What We Built

  • A three-sided web platform — separate authenticated portals for banks, brokers, and intermediaries with role-specific workflows.

  • AI document processing engine that reads incoming PDFs at scale — 10,000+ user records per batch — and auto-creates structured profiles.

  • AI policy-matching engine that compares user claims against new policies and surfaces recommendations automatically.

  • Full cloud infrastructure, DevOps pipeline, and enterprise-grade security engineered from scratch.

The Results

50+ hrs

Saved per processing cycle across all three parties

10,000+

User records processed automatically per batch

3-party

Entire ecosystem unified on one secure platform

AI matched

Policy-to-claim matching — zero manual comparison

Stack & Services

AI Document Processing Policy Matching Multi-role Platform Cloud + DevOps Security Engineering