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SwiftCase

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

A Livepoint Solution

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The screenshots on this page are SwiftCase's own screens, filled with made-up firms, cases and people, so no client's data is on show.

© 2026 SwiftCase. All rights reserved.

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Insuranceoperationsthatscale.
Claimsthatdon'tgetlost.

From FNOL to settlement. Quote to renewal. Policy admin to claims handling. One platform for the complete insurance operation, with AI agents that answer the phone, texts and email.

Book a Discovery CallView Case Study

Best for:

Insurance brokers, MGAs, loss adjusters, and claims administrators with 10-500 staff

MotorCommercialFleetPremium Finance
11.8M+
Cases Processed
Specialist insurance broker
1.75M+
Expert Assessments
Automotive experts
384
Automated Workflows
Insurance operations
11.9 days
Avg. Completion
Specialist motor insurer
“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.”
Anthony · IT Team Leader
“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.”
James · Systems Analyst
“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.”
Leon · Consultant Field Engineer

Three Lanes

Motor. Property. MGA.

Three buyer profiles, three sets of pressure points. SwiftCase handles all of them, but the conversation starts in different places.

Motor

Personal lines, fleet, taxi, motor trade

The silent costs in motor are the conversations: bodyshop hold-time variance, total-loss settlement inconsistency, and the peak-load weekends nobody can staff for. Switchboard runs all three.

  • Supplier hold-time compression
    Outbound bodyshop chasing on a schedule, with what was promised written to the case.
  • TL settlement consistency
    Engineer-set values, symmetric evidence, dispute → engineer. Every case.
  • 24/7 cover
    The agent answers the contact line on Saturday at 2am, and switches speech provider mid-call if one fails.
See TL settlement walkthrough

Property

Household, commercial, peril events

Property work runs on a flat baseline punctuated by storms. The next peril event will dump three weeks of FNOL into one weekend. You cannot hire for that. Switchboard answers the calls itself.

  • Peril-surge intake without staffing
    FNOL calls answered and opened as cases, no rota, no overtime, no recruitment crunch.
  • Supply-chain chasing
    Outbound chase calls to restoration contractors, surveyors and accommodation suppliers, when SwiftCase asks for them.
  • Calls and texts
    Customers who can't talk can text, and the agent has the same case tools by text as on the phone.
See peril-surge handling

MGA

Delegated authority, capacity reporting

Delegated-authority audits are coming for every MGA. SwiftCase makes every case evidence-trailed by design, and your bordereaux a query, not a spreadsheet project.

  • Audit defensibility by default
    Every case Timeline-logged, with a per-case evidence trail ready when the carrier audits.
  • Authority-limit enforcement
    Role-based + hierarchical approval thresholds (e.g. claims > £15k → regional manager).
  • Bordereaux automation
    Premium, claims, and risk bordereaux built from the policy data already on your cases.
See bordereaux automation

Every insurance line. One platform.

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.

Motor Insurance

Private car, young driver, and telematics policy management from quote to renewal.

Commercial Vehicle

Fleet, courier, and commercial vehicle workflows with multi-policy handling.

Taxi & Private Hire

Specialist workflows for taxi operators, Uber partners, and private hire drivers.

Motor Trade

Trade policy management with compliance tracking and document validation.

Premium Finance

Integrated finance agreement management, payment processing, and account queries.

Claims Administration

End-to-end claims handling from FNOL through assessment to settlement.

Total-loss settlements that hold up.

Engineer-set values, symmetric evidence disclosure, structured customer-response capture, Timeline audit trail. The most regulated conversation in motor claims, handled end-to-end. Live at Laird Assessors today.

Built for insurance operations

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.

Quote-to-Policy Automation

Automated workflows from lead capture through underwriting to policy issue. No manual re-keying between systems.

Document Validation

RAG status system for licence checks, proof of NCD, and compliance documents. Automated escalation when validation fails.

Multi-Party Coordination

Manage relationships between policyholders, third parties, repairers, and assessors. Everyone sees what they need to see.

SLA & Deadline Management

Track response times, claims handling deadlines, and regulatory requirements. Alerts before breaches, not after.

Claims Analytics

OLAP pivot tables for claims performance, settlement times, and handler productivity. Dashboards that ops teams actually use.

Audit Trail

Complete history of every action, communication, and decision. FCA-ready compliance documentation.

Screenshots

Claims and complaints, as your handlers would see them

A claim carries a suggested outcome and the claims most like it. Open claims sit on a board by stage, and complaints sit on theirs by deadline.

The sun and moon switch a screen between light and dark, and a click opens it full size.

See all 77 screens in the product tour
The claim on one page, with a suggested outcome on it.Calderwick Assessors, vehicle damage assessment
Past claims like this one, and how they ended.Calderwick Assessors, vehicle damage assessment
Open claims by stage. The stuck ones stand out.Calderwick Assessors, vehicle damage assessment
Complaints close to missing their deadline are easy to spot.Sallowmere Home Services, complaints handling
What the customer wants and when the response is due, at the top of the complaint.Sallowmere Home Services, complaints handling
Switchboard

AI agents for insurance communications

Handle FNOL calls at 2am. Answer “where's my claim?” without handler involvement. Sort incoming emails and draft the replies. SwiftCase Switchboard puts AI agents on the phone, texts and email, connected directly to your case data.

Voice FNOL

AI voice agents answer first notice of loss calls 24/7, check the caller against a second detail, take the incident details and open the case, putting the caller through to a handler when the rules say so.

Claims Status by Phone and Text

Customers ring or text to check claim status. The agent checks who they are, then reads the answer from their case without handler intervention.

Email Classification

Incoming emails sorted by type and against your own workflows. Key data extracted, and a draft reply waits for a handler to approve.

SMS Updates

Automated status notifications via SMS. Keep claimants informed without manual follow-up calls.

Learn about Switchboard

FNOL Voice Agent Example

“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?”

Verified access • Case created • Handler notified
Customer Experience

Better claims experience. Better retention.

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.

Policyholder Self-Service

Customers check claim status, download policy documents, and request changes, without calling. 24/7 access via the portal or by text.

Proactive Communications

Automated claim updates, renewal reminders, and payment confirmations. Customers know what's happening before they need to ask.

After-Hours Coverage

AI answers at 2am the same way it answers at 2pm, so an out-of-hours enquiry reaches the case without waiting for a callback.

Reduced Customer Effort

Customers explain once. What they tell the agent goes on the case, so the next handler can read it there. No repeating information to different handlers.

Retention Impact

Better claims experience drives renewal rates. Policyholders who feel informed and supported stay longer.

Consistent Experience

The same process at 100 claims or 10,000. The AI follows the same rules on a busy Monday as on a quiet Sunday.

24/7
Always Available
AI answers calls and texts around the clock
0
Repeat Explanations
What they said is on the case
↑
Renewal Rates
Happy claimants renew policies

Connects to your existing systems

SwiftCase integrates with the systems insurance operations already use: assessment platforms, vehicle data providers, finance systems, and more.

Audatex vehicle assessments
HPI vehicle lookup
Premium finance providers
Payment gateways
Document management
Underwriting systems
Case Study

Leading Specialist Insurance Broker

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.

11.8M+
Cases processed
384
Workflows
676K+
Users
Read Full Case Study
“SwiftCase has become the backbone of our insurance operations, handling everything from taxi quotes to premium finance management across our entire group of companies.”
Leading Specialist Insurance Broker

FCA-ready. GDPR compliant.

Insurance operations need audit trails that stand up to regulatory scrutiny. SwiftCase logs every action, every decision, every communication, automatically.

Complete audit trail on every case
Role-based access control
UK data residency
Cyber Essentials certified
100+ logged event types
Exportable compliance reports
Cyber Essentials
Certified
UK Data Centres
Where your data is hosted
Audit Logs
Every action tracked
RBAC
Fine-grained access

Insurance operations guides

Practical guides for UK insurance professionals covering claims management, FCA compliance, policy administration, and more.

Claims Management

FNOL workflows, triage automation, settlement optimisation, and leakage prevention.

View guides

FCA Compliance

Consumer Duty, DISP complaints handling, SM&CR mapping, and audit preparation.

View guides

Policy Administration

Renewal automation, MTA processing, bordereaux reporting, and premium finance.

View guides

Complaints Handling

8-week deadline tracking, FOS referral preparation, root cause analysis, and MI reporting.

View guides

Insurance Automation

Email-to-case, SLA tracking, document generation, and workflow handoff automation.

View guides

Data Protection

UK GDPR compliance, DSAR processing, breach response, and data retention policies.

View guides
Browse All Guides

See How We Compare for Insurance

See how SwiftCase stacks up against the leading platforms for insurance teams.

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Insurance Workflow Automations

Explore specific workflow automations built for insurance operations.

FNOL Automation

Faster First Response

Claims Triage Automation

Smarter Claim Segmentation

Policy Administration Automation

Simpler Policy Lifecycle

Bordereaux Reporting

Accurate Capacity Reporting

Premium Finance Reconciliation

Balanced Books, Every Month

Claims Settlement Workflow

Faster, Fairer Settlements

Insurance Document Generation

Compliant Documents in Seconds

MGA Workflow Automation

Purpose-Built for MGAs

Insurance Complaints Management

FCA-Compliant Resolution

Delegated Authority Management

Full Oversight, Less Admin

View all Insurance use cases

Frequently asked questions

Is SwiftCase FCA compliant?

SwiftCase isn't FCA-regulated itself, but it gives regulated firms what scrutiny asks for: 100+ automatic audit event types, role-based access control, complete case history, and exportable compliance reports. Every action is logged for FCA regulatory scrutiny.

Can SwiftCase handle FNOL calls?

Yes. SwiftCase Switchboard includes AI voice agents that handle First Notification of Loss calls 24/7, capturing incident details, checking the caller against a second detail, and creating cases automatically.

How long does implementation take?

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.

See how SwiftCase fits your operation

No pitch decks. No pressure. Just a straight conversation about what you need and whether SwiftCase is the right fit.

Book a Discovery CallExplore the Platform