INSURANCE

Insurance Technology Consulting, Built For Your People

Give your teams more time for the customers who count on them.

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CASE STUDY

50+

operating units

Helping W.R. Berkley Make Data Easier to Find and Use

We helped W.R. Berkley make data easier to find and understand across 50+ operating units. This directly shaped the data catalog and how the rollout helped the people using the data.

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Your people keep things moving.
‍Let’s make their work easier.

Your teams should have more time for customers. Too often, their day gets caught up in:

Too many manual steps

Spreadsheets, repeated data entry, and follow-up emails keep work moving, but become harder to manage as business grows.

Scattered customer information

Every handoff means another search, conversation, or meeting. Teams spend time piecing together the relationship before they can help the customer.

New systems. Same bottlenecks.

Your policy administration upgrade is moving forward, but staff still chase information and move work between disconnected tools.

Where We Start

We sit alongside your team to understand what slows them down. Their experience shapes what we build, and their feedback guides improvements. The result should be useful to your business and the people who depend on it.

Explore the Insurance Growth Jumpstart ↓

HOW SINGLESTONE HELPS

Get more from your insurance modernization investment.

Modernization reaches beyond the core platform. We help connect the data, workflows, and communications your team relies on every day.

Support the work around your policy administration system.

We work with your team and implementation partner to map dependencies, connect systems and data, and improve workflows around your policy administration system.

Give manual work a closer look.

We map document intake, underwriting, and claims handoffs to find bottlenecks and automation opportunities, with your team identifying where human judgment matters.

Make information easier to use and share.

Connect data and improve reporting, documents, and correspondence so staff and customers can understand what they need to know and do next.

Trace the relationship beyond the next transaction.

Customer information often stops at department boundaries. We help connect it so your teams can see the full relationship and act on it.

01

Put customer context within reach.

Connect CRM, customer data, and workflows so teams spend less time reconstructing customer history and more time helping.

02

Make life easier for agents, brokers, and policyholders.

From planning portals to improving handoffs, we design digital experiences that help people find answers, complete tasks, and understand what comes next.

03

Understand where relationships can grow.

Use customer lifetime value modeling to guide decisions about retention, service investment, and additional coverage opportunities.

Explore our capabilities:

Data, analytics, and AI ↗Architecture and modernization ↗Customer platforms ↗Software development ↗

30 Day Insurance Growth Jumpstart

Big possibilities. A practical place to start.

You may see plenty of opportunities to improve, but knowing which one deserves your time and investment is harder. Together, we identify a focused starting point with clear potential to help your people and your business.
Choose one of two ways to begin, with a focused 30-day engagement.

Improve a workflow that matters.

An engineer works alongside your team to find where manual work creates the most friction and choose one practical improvement. We focus on a workflow where progress can make a meaningful difference, such as repeated data entry or a difficult handoff.

What you take forward:

A working improvement to the agreed workflow and practical recommendations for what to tackle next.

Find where customer relationships can grow.

Using your available data, we build an initial customer lifetime value model to explore where retention, additional coverage, or better handoffs could make the greatest difference. It gives your team a more informed starting point for deciding where to invest.

What you take forward:

An initial lifetime value model, its assumptions, how to continue building on it, and a clearer view of the growth opportunities to investigate.

Start with one focused opportunity. Use what you learn to decide what comes next, without committing to a larger project upfront.

Let’s Plan Your Jumpstart

See the work in practice.

CASE STUDYFortune 500
Insurer

Case Study: Helping a Fortune 500 Insurer Improve Customer Experience

A Fortune 500 insurer wanted to reach younger customers while continuing to serve its existing customer base.

SingleStone brought teams together around customer needs and business priorities, creating a shared delivery process, prioritized roadmap, and measures for digital initiatives.

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Why SingleStone?

Serious about the work.
‍Easy to work with.

We value what your people know.

Your team understands the nuances of your business. We bring business acumen and technical expertise. Together we solve the problem.

You can talk to the people doing the work.

Get direct access to our engineers and leadership, with clear conversations about progress, tradeoffs, and what comes next.

We like the people part – a lot.

Technology projects can be stressful. We take the work seriously and gain joy doing it together.

Colleagues collaborating in a team meeting

A few questions you might have.

Can you work with our internal IT team and existing implementation partner?

Yes. We define our role with your team and partners so our work supports the larger implementation. For policy administration modernization, we focus on the program and surrounding operational needs.

Can we improve everyday workflows while a larger modernization project is underway?

We review workflows, dependencies, and planned system changes to identify improvements worth making now. That helps avoid work your team would soon need to redo.

Do we need to replace our systems or get all our data organized first?

Some improvements can build on what you have; others need integration or data preparation. We assess your systems and available data against the problem you want to solve, then agree on the scope.

What would an engineer need from our team during the first 30 days?

Access to watch people doing their work, relevant systems, and someone who can make decisions. Before starting, we’d agree on the workflow, required access, and intended improvement, with your team providing feedback during delivery.

How does customer lifetime value modeling help us decide where to invest?

It puts numbers to levers. At scale, customer relationships should not be left to chance. A model helps inform retention, service investment, and additional coverage decisions. SingleStone explains the assumptions and data gaps so you know what the model supports and what needs further investigation.

Where is manual work getting in the way of growth?

Bring us a process that needs fixing, a customer question you can’t answer, or a modernization project that needs another set of hands. Let’s find a useful place to start.

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