Case Studies
Case Study 1 – Modernizing Illustrations for a Fraternal Insurer
A leading fraternal benefit society was still relying on paper forms for the majority of its insurance applications, with most policies issued in New York, one of the most heavily regulated states. This process was slow, error-prone, and burdensome for agents.
Seven Verbs deployed our Simple Illustrator Tool in just a few weeks. Because we digitized the organization’s existing paper forms, no new regulatory approvals were required, even in strict states like New York and California. Agents can now:
Create and submit illustrations directly to underwriting.
Capture client e-signatures instantly.
Eliminate time wasted on manual paperwork.
The Results: In just 12 months, the number of digitally submitted applications increased from fewer than 30 per month to over 300 per month, resulting in significant improvements in efficiency and client satisfaction.
Case Study 2 – Illustration-to-Admin Integration – Automating Manual Uploads
One insurance company was spending hours every week manually uploading data from applications received from its modern illustration system into its policy administration system. Staff had to re-key data line by line, a slow and error-prone process.
Seven Verbs implemented our Illustration-to-Admin Integration Tool, which:
Automatically maps and transfers illustration data into the policy admin database.
Eliminates all manual data entry.
Provides instant, error-free submissions.
The Results: What once took hours of repetitive manual work now happens instantaneously. The company’s workflow is faster, more reliable, and significantly less costly.
Case Study 3 – Custom Policy Administration System for an Actuarial Firm
An actuarial consulting firm needed a flexible policy administration system to manage products and serve multiple insurance carrier clients. Their existing tools were outdated and not adaptable to the unique needs of their customer base.
Seven Verbs designed and built a custom administration platform that:
Streamlined policy lifecycle management.
Enabled scalability so the firm could offer the system to several of their clients.
Provided a modern, user-friendly interface backed by robust actuarial logic.
The Results: The actuarial firm now offers this solution as a value-add to its clients, giving them a competitive edge and strengthening long-term customer relationships.
