Skip to main content
SwiftCase
PlatformSwitchboardFeaturesSolutionsCase StudiesFree ToolsPricingAbout
Book a Demo
SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

Platform

  • Platform Overview
  • Workflow Engine
  • Case Management
  • CRM
  • Document Generation
  • Data Model
  • Integrations
  • Analytics

Switchboard

  • Switchboard Overview
  • Voice AI
  • Chat
  • Email
  • SMS
  • WhatsApp

Features

  • All Features
  • High-Volume Operations
  • Multi-Party Collaboration
  • Contract Renewals
  • Compliance & Audit
  • Pricing
  • Case Studies
  • Customers
  • Why SwiftCase

Company

  • About
  • Our Team
  • Adam Sykes
  • Nik Ellis
  • Implementation
  • 30-Day Pilot
  • Operations Pressure Map
  • For Your Role
  • Peer Clusters
  • Engineering
  • Careers
  • Partners
  • Press
  • Research
  • Tech Radar
  • Blog
  • Contact

Resources

  • Use Cases
  • Software
  • ROI Calculator
  • Pressure Diagnostic
  • Pilot Scope Estimator
  • Board Case Builder
  • Free Tools
  • Guides & Templates
  • FAQ
  • Compare
  • Glossary
  • Best Practices
  • Changelog
  • Help Centre

Legal

  • Privacy
  • Terms
  • Cookies
  • Accessibility

Stay in the loop

Cyber Essentials CertifiedGDPR CompliantUK Data CentresISO 27001 Standards

© 2026 SwiftCase. All rights reserved.

Peer cluster

UKinsurancebrokersonSwiftCase
FCA-readyworkflows.Namedfirms.Realvolumes.

If you are a broker or claims operation looking at this page, you are asking the right question. Not 'is this good software?' but 'who like me is actually using it at scale?'. Here is the honest answer.

See the 30-day pilotScope a pilot for your workflow

UK insurance is relationship-driven and risk-averse by design. No broker MD or claims COO adopts infrastructure because a vendor said so. They adopt when a named peer in a comparable operation has done it first and the numbers hold up. This page is that layer.

Benchmarks in this sector

The numbers that matter to the person buying

11.8M+

Cases processed by one broker operation

Across 384 workflows, 10+ integrations, 40,000+ users under role-based access.

FCA-ready

Consumer Duty and operational resilience by default

Immutable audit trails, UK-hosted, Cyber Essentials certified.

£650+/mo

Starting tier for smaller broker operations

Priced for firms running thousands of cases per month, not millions.

Named peers

Who like you is already using this

Named firms, not logos in a grid. Each one has a case study you can read in full.

Specialist Insurance Broker

11.8M+ cases processed. 384 active workflows. Scaled case volume without scaling back-office headcount linearly.

Read the case study

Where firms start

Common first-pilot workflows in this sector

None of these are theoretical. Each is a workflow that at least one firm in this sector has piloted and then scaled.

New-business onboarding (broker or MGA)
FNOL intake and triage
Claims handling end-to-end
Policy mid-term adjustments
Broker-to-insurer handover workflow
Complaint handling with FCA 8-week clock

Regulatory context in this sector

We work natively with the evidence requirements of Consumer Duty, the FCA's operational resilience regime, and the complaints-handling timeline. UK data sovereignty by default. If your regulatory review is on the calendar, the workflow you pilot can be audit-ready by the next one.

When firms pilot

The three pressure moments that trigger pilots here

Growth past 2,000 cases/month

This is the volume threshold where broker back-offices typically break. Tribal knowledge becomes fragile and SLA misses start to show.

New FCA review cycle

Preparing for a review surfaces the processes that are not defensible. Pilots often start here.

Complaints handling load

Consumer Duty has made complaints handling more rigorous. Several pilots have started with this single workflow.

If a peer like this already made it work, so can you.

The pilot is designed exactly for this : one workflow, 30 days, fixed scope, peer-precedent documented. Start with the diagnostic, the estimator, or the scoping call. Whichever moves you forward.

Take the diagnosticSee the pilot