Client Reporting

Stop Wasting Hours on Manual Insurance Reports

We build custom AI systems that automate client reporting, reduce errors, and free your team for higher-value work.

Industry Context

Insurance client reporting is weighed down by strict regulatory requirements, complex data reconciliation across legacy systems, and constant ad-hoc requests from brokers and clients. Manual processes dominate, producing high error rates, compliance risk, and wasted time. Experienced staff retire without documenting their knowledge. The market demands faster, more accurate reporting -- but most insurers still rely on spreadsheets, email chains, and siloed systems that can't keep up.

By the Numbers

18 hrs/week

per team spent on manual client reports

PwC Insurance, 2024

31%

of reports require rework due to errors

Accenture Insurance, 2025

75%

faster report delivery with automated systems

McKinsey Insurance Ops, 2024

The Problem

What you're dealing with

Manual reconciliation of claims data between policy admin systems, reinsurance platforms, and Excel-based reports

Last-minute ad-hoc report requests from brokers that take days of manual data pulling and formatting

Compliance errors in Solvency II or IFRS 17 reports caused by version control problems in spreadsheets

Client-specific report generation that pulls underwriters away from revenue-generating work

No way to audit how reports were generated for internal or regulatory reviews

The Solution

How it works

We start by mapping your actual reporting workflows -- not the official ones -- through AI-driven interviews with your operations, finance, and client-facing teams. This uncovers the real bottlenecks, data sources, and manual workarounds. We then design a custom AI system that automates data extraction, validation, and formatting for your specific systems and requirements. Using our platform, we build something that connects to your policy admin software, data lakes, and Excel templates without needing API access or an IT overhaul. The result is a reporting engine that generates accurate, compliant reports in minutes instead of days. You get a working system deployed in your environment, maintained by your team, with no ongoing SaaS fees.

Arc

Pulls and validates data from your existing systems and spreadsheets automatically

Wand

Produces and formats client-ready reports using your templates and business rules

In Practice

Before and after

Before

Each month, a junior analyst spends 3 days manually pulling data from Guidewire, reconciling it with reinsurance statements in Excel, formatting client-specific reports in Word, and emailing them to brokers -- often with errors that need rework.

After

We built a custom system that pulls data from Guidewire and reinsurance portals automatically, validates it against business rules, and generates formatted PDF reports for each client. The analyst now reviews and sends reports in under an hour.

1 System pulls updated policy and claims data nightly
2 AI validates data consistency and flags discrepancies
3 Reports are auto-generated using client-specific templates
4 Analyst reviews and approves with one click
5 Reports are distributed via email or client portal

4 weeks

Average time to pilot deployment

From kickoff to a working automated report generator for one client segment

FAQ

Common questions

How is this different from buying a reporting SaaS tool?

SaaS tools are generic and force you to adapt to their limits. We build a system for your exact workflows, data sources, and compliance needs -- with no ongoing subscription fees.

What if our data is messy or spread across legacy systems?

That's what we're used to. Our approach starts by understanding your actual data situation, not assuming clean APIs or modern infrastructure.

How long until we see a working system?

We typically deliver a pilot for one report type within 4 weeks. Full deployment depends on complexity but is measured in weeks, not months.

Who maintains the system after deployment?

We train your team to maintain and extend the system. You own the code and the process. We offer support plans if needed, but the goal is for you to be self-sufficient.

How do you ensure compliance with insurance regulations?

We build audit trails, version control, and validation rules directly into the system based on your compliance requirements. Every data change and report generation step is logged for full traceability.