Case studies (anonymised)

Examples of how the cards come together.

Each engagement combines different services, depending on where you are in your change journey.

Case · New MGA platform

Launching a digital MGA with clear foundations.

Discovery, business analysis and solution design for a new MGA, covering CRM, broker portal and reporting requirements.

Discovery & design complete in weeks Clear scope for delivery partners

Case · Broker portal enhancements

Reviewed existing journeys, tidied product rules, refined UX and supported phased releases to improve consistency and data quality.

Reduced queries & rework Better alignment with rating & finance

Case · Data & reporting

Helped an insurance business rationalise how policy, risk and transaction data flows into reporting and finance systems.

Clear data model across systems Improved reconciliation process