A UK specialist insurance broker transformed their operations with SwiftCase, managing millions of policies across taxi, car, fleet, and commercial vehicle insurance with integrated premium finance solutions.
This UK specialist insurance broker offers comprehensive coverage across multiple vehicle types and customer segments. As part of a larger insurance group, they provide end-to-end insurance solutions including integrated premium finance services.
Their product range spans private car insurance, commercial vehicle coverage, taxi and private hire insurance, fleet policies, motor trade insurance, and specialist young driver products.
Operating multiple brands across the UK, they serve customers through direct channels, comparison websites, and a network of regional offices:all managed through SwiftCase's unified operations platform.
Managing a high-volume, multi-product insurance operation with diverse customer channels, complex compliance requirements, and integrated premium finance.
Processing hundreds of thousands of quotes and policies monthly from web, app, phone, and comparison sites across multiple insurance products.
Managing unique workflow requirements for taxi drivers, young drivers, courier drivers, and motor trade businesses.
Validating driver licences, vehicle documents, and compliance paperwork at scale while maintaining underwriting standards.
Seamlessly connecting insurance policy management with premium finance services for payment plans, direct debits, and account changes.
Managing customer touchpoints across web chat, phone callbacks, document uploads, and automated notifications.
Operating multiple insurance brands from a unified platform while maintaining distinct customer experiences.
A comprehensive operations platform with 384 automated workflows covering every aspect of insurance sales, administration, and premium finance.
650K+ cases processed
1.2M+ cases processed
850K+ cases processed
Mid-term adjustments, renewals, and policy updates
Customer document collection, validation, and escalation
Quote tracking from lead capture to conversion
Premium finance customer enquiry handling
Automated callback queue management across teams
Policy cancellation workflows with compliance checks
Red/Amber/Green validation system processing 170K+ document checks with automated escalation rules.
Automated callback scheduling and routing for sales, renewals, and customer service teams.
Comprehensive workflow library covering quotes, admin, renewals, cancellations, and compliance.
80K+ automated process exceptions caught and intelligently routed for human intervention.
Complete audit trail with full communication history across all customer interactions.
676K+ users across internal staff, clients, and client staff with role-based access.
Standardised document generation and customer communications across all brands.
Unified analytics and reporting across all brands and regional offices.
SwiftCase enabled this organisation to scale their operations massively while maintaining service quality across all insurance products and brands.
Processing over 3,500 cases per day with 384 automated workflows handling every insurance scenario.
676,000+ active users including 931 staff, 674,000+ clients, and nearly 1,000 client staff members.
Managing taxi, car, commercial, fleet, motor trade, and telematics products from a single platform.
SwiftCase enables seamless collaboration between internal teams, regional offices, and the premium finance division, with full visibility across all customer interactions.
“SwiftCase has become the backbone of our insurance operations, handling everything from taxi quotes to premium finance management across our entire group of companies.”
See how SwiftCase can help your insurance business achieve similar results with our AI-powered operations platform.
