Use Case — Insurers, brokers and MGAs

Insurance Carriers & Brokers

Quoting journeys, claims submission and policy documents, where a barrier has a direct financial consequence.

The Situation

Quote, claim, renew — long forms, hard deadlines, and documents that decide money.

Insurance concentrates every hard pattern in one place: very long multi-step forms, conditional questions that change as you answer them, timed sessions, document uploads, and policy paperwork generated by a system nobody wants to touch. The customer base also skews older, which is the group most affected by small text and low contrast.

What's at stake: A claimant who cannot complete a submission is not inconvenienced, they are out of pocket, often at the worst moment of their year. Policy documents delivered as untagged PDFs are a recurring finding, and they are the documents that determine what someone is entitled to.

This is you if

  • Quote journeys time out silently and discard everything entered
  • Policy documents and renewal notices are untagged or scanned
  • Conditional questions appear without being announced
  • Claims upload steps cannot be completed with a keyboard alone
How The Engagement Runs

What we actually do, in order.

01

Audit the money journeys

Get a quote, buy, submit a claim, upload evidence, renew. Tested end to end with assistive technology rather than page by page.

02

Fix timing and dynamic questions

Timeout warnings with a way to extend, and announced changes when conditional questions appear or the form's shape changes.

03

Fix documents at the source

Remediate the generation pipeline so policy documents, schedules and renewal notices are born tagged, rather than remediating them one at a time forever.

04

Produce audit-ready evidence

Policy, testing records and remediation history in a form internal audit and external reviewers accept.

What You End Up With

Deliverables, not a status update.

  • Accessible quoting, claims and renewal journeys
  • A document pipeline producing tagged policy paperwork by default
  • Timing and dynamic-content failures resolved
  • Fewer claims deflected to the call centre

Sound familiar?

Tell us what's prompting the question — a deadline, a complaint, a procurement review, or just wanting to know where you stand. We'll tell you honestly what the work looks like.