DomesticPre-renewalAutomation90 minutes down to 5
How Primesure standardised their domestic pre-renewal workflow.
Primesure's domestic pre-renewal process had grown organically over time - manual, overlapping, and duplicated across the team. No single source of truth, no standardised workflow, and quiet compliance risk sitting in the gaps.
Before we commenced with you guys, we had a very manual process that overlapped, and we doubled up on a lot of tasks.
- Catherine Stirrat, Operations Manager
We rebuilt Primesure's domestic pre-renewal workflow end-to-end - replacing a 7-step manual process with a 2-step automated system that runs the checks, populates the information, and produces a final output for the broker to review. The build integrates directly with the tools the team already uses: Microsoft (Outlook and Excel), their broker management system, and a custom online form platform we developed for the workflow - all deployed securely within their own Microsoft environment.
Catherine Stirrat - Operations Manager, Primesure Insurance Brokers
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