From FNOL to settlement. Quote to renewal. Policy admin to claims handling. One platform for the complete insurance operation:with AI agents that handle customer communications across every channel.
Best for:
Insurance brokers, MGAs, loss adjusters, and claims administrators with 10-500 staff
“The premium per user for this system is worth every penny just for the support you receive. I wish that every system provider I deal with daily were even a fraction of Swiftcase. The system is a self-management, once you know how to use the system then you can run, getting your business as automated as possible.”
“I have found SwiftCase to be very adaptable. Anything that we have come up with as a requirement for the software to do our business needs have been met on every occasion.”
“A great software product that is easy to use and provides a fast and efficient workflow. The way you can adapt it to your needs as a company is excellent.”
Motor, commercial, taxi, fleet, motor trade:SwiftCase handles the workflows that insurance brokers and MGAs actually run. Configured to your products, not a generic template you have to work around.
Private car, young driver, and telematics policy management from quote to renewal.
Fleet, courier, and commercial vehicle workflows with multi-policy handling.
Specialist workflows for taxi operators, Uber partners, and private hire drivers.
Trade policy management with compliance tracking and document validation.
Integrated finance agreement management, payment processing, and account queries.
End-to-end claims handling from FNOL through assessment to settlement.
Not a generic workflow tool with insurance templates bolted on. SwiftCase includes the specific capabilities that insurance operations need: document validation, multi-party coordination, and FCA-ready audit trails.
Automated workflows from lead capture through underwriting to policy issue. No manual re-keying between systems.
RAG status system for licence checks, proof of NCD, and compliance documents. Automated escalation when validation fails.
Manage relationships between policyholders, third parties, repairers, and assessors. Everyone sees what they need to see.
Track response times, claims handling deadlines, and regulatory requirements. Alerts before breaches, not after.
OLAP pivot tables for claims performance, settlement times, and handler productivity. Dashboards that ops teams actually use.
Complete history of every action, communication, and decision. FCA-ready compliance documentation.
Handle FNOL calls at 2am. Answer “where's my claim?” without handler involvement. Classify and route incoming emails. SwiftCase Switchboard puts AI agents on every channel:connected directly to your case data.
AI voice agents handle first notice of loss calls 24/7. Capture incident details, policy verification, and triage:then route to handlers.
Customers check claim status via web chat or WhatsApp. Verified access to their case data without handler intervention.
Incoming emails automatically classified by urgency and type. Key data extracted. Routed to the right queue.
Automated status notifications via SMS. Keep claimants informed without manual follow-up calls.
“Thank you for calling. I understand you need to report an incident. Can I take your policy number?”
“Yes, it's POL-2024-78432”
“I've found your policy. For security, can you confirm the postcode on the policy?”
Insurance isn't just operations:it's customer relationships. The claims experience shapes how policyholders feel about renewal. SwiftCase helps you deliver the service that keeps customers coming back.
Customers check claim status, download policy documents, and request changes:without calling. 24/7 access via portal, chat, or WhatsApp.
Automated claim updates, renewal reminders, and payment confirmations. Customers know what's happening before they need to ask.
AI answers at 2am the same way it answers at 2pm. No voicemail, no callbacks, no lost opportunities. Every enquiry captured.
Customers explain once. Context follows them across channels and interactions. No repeating information to different handlers.
Better claims experience drives renewal rates. Policyholders who feel informed and supported stay longer.
Same quality at 100 claims or 10,000. AI doesn't have bad days. Every customer gets best-practice service.
SwiftCase integrates with the systems insurance operations already use: assessment platforms, vehicle data providers, finance systems, and more.
A UK specialist insurance broker managing taxi, car, fleet, and commercial vehicle insurance with integrated premium finance:processing over 11.8 million cases through SwiftCase.
“SwiftCase has become the backbone of our insurance operations, handling everything from taxi quotes to premium finance management across our entire group of companies.”
Insurance operations need audit trails that stand up to regulatory scrutiny. SwiftCase logs every action, every decision, every communication:automatically.
Practical guides for UK insurance professionals covering claims management, FCA compliance, policy administration, and more.
See how SwiftCase stacks up against the leading platforms for insurance teams.
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Explore specific workflow automations built for insurance operations.
Faster First Response
Smarter Claim Segmentation
Streamlined Policy Lifecycle
Accurate Capacity Reporting
Balanced Books, Every Month
Faster, Fairer Settlements
Compliant Documents in Seconds
Purpose-Built for MGAs
FCA-Compliant Resolution
Full Oversight, Less Admin
Yes. SwiftCase includes 154+ automatic audit event types, role-based access control, complete case history, and exportable compliance reports. Every action is logged for FCA regulatory scrutiny.
Yes. SwiftCase Switchboard includes AI voice agents that handle First Notification of Loss calls 24/7, capturing incident details, verifying policies, and creating cases automatically.
Most insurance operations are live within 4-8 weeks. We configure workflows to match your existing processes rather than forcing you to change how you work.
No pitch decks. No pressure. Just a straight conversation about what you need and whether SwiftCase is the right fit.
