Claims, portfolio and pricing analysis tools for insurers and brokers
Insurance runs on data, and most of it still passes through spreadsheets on its way to a decision.
Delivered remotely for US and international teams, with overlap into US business hours.
Claims extracts, bordereaux, loss runs and pricing workbooks all need cleaning, joining and analyzing before anyone can act on them. When that work is manual, analysts spend their time preparing data instead of interpreting it.
We build enterprise-grade Excel applications and custom tools that automate data preparation, standardize claims and portfolio analysis, and give underwriters, claims managers and actuaries consistent, explainable outputs.
Challenges we see in insurance
- Claims and policy extracts arrive in inconsistent formats
- Bordereaux and partner data need manual cleansing every cycle
- Loss ratio and portfolio reports take days to compile
- Pricing and rating workbooks are complex and hard to govern
- Analysis logic lives in individual analysts' files
How we help
- Claims analysis applicationsEnterprise Excel applications
- Automated bordereaux and data cleansing pipelinesPower Query Consulting
- Portfolio and loss-ratio dashboardsDashboards & Business Intelligence
- Governed rating and pricing workbooksExcel Spreadsheet Development
- Workflow automation between claims systems and reportingWorkflow Automation & Systems Integration
Where AI fits in insurance
AI speeds up the reading and sorting so experts can focus on judgment.
- Classify claim notes and free-text descriptions into consistent categories
- Extract key fields from emailed documents and PDFs
- Highlight outlier claims for human review
Systems we connect
- Guidewire exports
- Duck Creek exports
- SQL Server
- Snowflake
- Power BI
Frequently asked questions
Can you work with extracts from our core insurance system?
Yes. We build repeatable import and cleansing steps around the extracts you already get, so no core-system changes are needed.
Will the tool handle large claims datasets?
We design for volume using Power Query, SQL or a web application where Excel alone would struggle.
Can actuaries and analysts still see the logic?
Yes. Calculations stay transparent and documented, which matters for review and governance.
Do you sign NDAs and follow data-handling policies?
Yes, as standard.
Turn claims data into decisions faster
Delivered remotely for US and international teams, with overlap into US business hours.
Book a free discovery callLet's talk about what you need
Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.
What happens next
- 1
We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.
- 2
We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.
- 3
Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.