Empowering Insurance Excellence: A P&C Insurance Journey to Digital Integration and Growth
A Strategic Shift: The Journey Toward Unified Insurance Technology
When the client set out to modernize its technology landscape, it wasn’t just about replacing a legacy platform; it was about building a future-ready, scalable infrastructure to support growth, efficiency, and innovation. Having outgrown the limitations of a previous core system, the Property and Casualty (P&C) MGA needed a more flexible solution that could better support processes across multiple lines of business.
Sikich helped the client shift from siloed systems toward a more unified approach that supports its evolving business strategy and lays the groundwork for long-term scalability and operational excellence.
The Challenge: Siloed Systems and Limited Flexibility
The client’s legacy system had become a bottleneck. Disconnected workflows across tools and platforms led to inefficiencies, including duplicate data entry and delayed reporting. As the MGA expanded into new insurance offerings, the company needed a technology environment that could evolve with its business and support new program launches effectively.
The goal was clear: develop a streamlined set of processes that could reduce friction, support complex rating and policy issuance needs, and establish a foundation for improved efficiency over time.
The Partnership: Building on Past Success with Sikich
This client had already experienced success working with Sikich during a previous project, which built a strong foundation of trust and confidence. When it came time to take the next step, the provider returned to Sikich not only for technical expertise, but also for the team’s collaborative approach and deep understanding of insurance operations.
Sikich delivered an end-to-end transformation that included:
- Requirements analysis and solution definition
- Detailed design, build, and testing
- Training and go-live support
- Business process improvements spanning quoting, policy issuance, billing, and reporting
The Solution: Modernized Insurance Operations
Sikich led the deployment and enhancement of key systems to support the MGA’s program. This included configuring rating, form generation, policy issuance, billing, document handling, and reporting capabilities to meet the client’s unique requirements.
The project marked a milestone, enabling the company to confidently write new business through a modern, cloud-hosted system with improved oversight and workflow coordination. Sikich collaborated closely with the client throughout every phase, ensuring the rollout stayed on track and aligned with business objectives.
The Results: A Platform for Scalable Growth
Within six months, this P&C MGA was able to transition acquired business from its legacy system onto a modern platform. The updated systems and refined workflows helped reduce redundancies and paved the way for greater efficiency.
Sikich partnered with the client and deployed its proven methodology to successfully:
- Transition new business to a modern rating and policy platform
- Streamline quoting, policy, and billing processes
- Establish a scalable foundation for future programs
The combination of expert technical delivery and strategic guidance has positioned this client for continued success.
Strategic Impact and Future Expansion
This project was a true business transformation. The client now benefits from a more agile and responsive technology environment that reduces operational burden and accelerates time to market for their program. The new framework positions the company to eliminate manual data entry over time.
The benefits of working with Sikich go beyond technology. Our team brings deep industry knowledge, strategic alignment, and a collaborative mindset that ensures all stakeholders are heard and equipped for success.
As this client continues its modernization journey, including future program expansions, the company remains confident in the strength of its partnership with Sikich. “Together, we’re building a modern insurance operation that’s ready for the challenges and opportunities ahead,” says one stakeholder.