Insurance

Insurance Support World Streamlines Underwriting with Shared Services

A phased approach to automation and integration that cut costs, reduced manual effort, and improved underwriting speed.

Insurance Support World
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Client
Client
A leading wholesale broker and MGA writing $500M+ in GWP across specialty lines.
Geography
Geography
North America
Insurance
Industry Served
Insurance
Scope of Work
Scope of Work
60+ underwriting support staff across multiple entities and product lines.

Client’s Challenges

Fragmented underwriting processes were creating inefficiencies and compliance risks across multiple entities and product lines.

Operating in silos, the client’s underwriting teams followed separate workflows and systems, leading to inconsistent decisions, processing delays, and limited scalability. A unified, standardized approach was essential to improve speed, accuracy, and operational control.

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ISW’s Solution

ISW implemented a phased transformation to unify operations, automate core processes, and establish a scalable Shared Services model.

  • Reengineering with Purpose We began with process reengineering to eliminate redundancies and streamline workflows. Automation and data consolidation reduced handoffs and accelerated turnaround—forming the foundation for a modernized underwriting framework.
  • Change, Done Right The new model was rolled out in stages, supported by structured change management. We prepared teams for evolving roles, addressed concerns early, and built a culture of continuous improvement through transparency and training.
  • One Team, One Vision Our roadmap consolidated underwriting across all entities into a unified shared services model. The result: stronger collaboration, consistent processes, and a future-ready structure built for scale and agility

Impact Delivered

ISW’s phased approach delivered measurable results—driving efficiency, reducing costs, and accelerating underwriting performance:

70%
improvement in quote-to-bind

streamlining turnaround and boosting responsiveness

55%
reduction in operating expenses

within just 6 months of implementation

30%
decrease in headcount

through process consolidation and automation

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