Vertical 01

Insurance & Financial Services

Turn fragmented insurance workflows into visible, manageable pipelines.

The problem

Where the friction lives.

Insurance and financial services run on slow, document-heavy work. Quotes get buried in inboxes, broker and relationship-manager pipelines stay invisible to management, and underwriting and claims work is hard to prioritise, route, and report on.

We pair local industry knowledge with a team that builds fast, usable software, and turn scattered work into pipelines you can actually see and manage. QuoteIQ, our quotation intelligence proof of concept, is where we start.

How it works

The flow, end to end.

STEP 01

Capture

Quotes, submissions, and documents land in one place instead of scattered inboxes.

STEP 02

Track

A quote register with SLA visibility shows what is requested, sent, pending, won, and lost.

STEP 03

Control

Filtering by broker, RM, product, and region gives underwriting and management a live pipeline.

STEP 04

Report

Executive dashboards turn that pipeline into conversion, loss, and productivity reporting.

Tech stack

Built with the right tools for the job.

Next.js Operator dashboards and public-facing apps.

Postgres Primary relational store for the application.

LLM Extraction Pulls structured fields out of documents, forms, and free text.

Integrations Connects to the systems, APIs, and data sources you already run.

Dashboards Operator and executive views built on live operational data.

Supabase Auth, Postgres, and storage in one layer.

Who pays

Insurers, brokers, and financial services teams losing time and revenue to manual quotation, underwriting, and service work. They pay for visibility, faster turnaround, and cleaner reporting.

Execution risk

Low

Scored internally against technical complexity, integration cost, and regulatory exposure.

90-day MVP

In 90 days we stand up QuoteIQ for one team: a quote register, SLA visibility, broker, RM and region filtering, and a first executive dashboard. CRM and underwriting integrations follow.

Proof of concept

QuoteIQ

QuoteIQ is our working proof of concept for quotation intelligence. It is a control tower that helps insurance teams see what has been requested, what has been sent, what is pending, what converted, and what was lost. We show it as proof of how we think and build, not as a finished commercial product.

Quote register and SLA visibility.
Broker, relationship manager, product line, and region filtering.
Conversion and loss analysis.
Executive dashboard views.
A foundation for integrating into CRM, underwriting, policy, and reporting systems.

Interested in this solution? Let's talk.

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