FINDATION
Insurance
BoltShift operates a B2B SaaS platform serving over 2,000 enterprise customers with project management and collaboration tools. Their customer success team handles 15,000+ support tickets monthly across email, chat, and phone channels.
[01]
Introduction
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Reduced policy processing time through AI-powered document intelligence.
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[02]
The challenge
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An insurer needed to reduce policy processing delays without compromising compliance or service quality.
Findation mapped the end-to-end policy workflow, identified high-friction document steps and designed an AI-assisted operating model for intake, classification and routing.
[03]
The solution
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Reduced policy processing time through AI-powered document intelligence.
The solution combined document intelligence, human review points and governance controls to improve speed while preserving auditability.
[04]
The Results
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[06]
Customer Success
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