Case Study: 60% Reduction in Proposal Work for Global Insurance Firm
How we deployed a production agentic proposal engine in 14 weeks with full ROI.
A $4.2B global insurance firm was spending 60% of their senior underwriters' time on manual proposal assembly: gathering data from 14 disparate systems, formatting compliance disclosures, calculating risk scores, and generating client-facing documents.
The Challenge
Underwriters were spending 3–5 days per proposal on tasks that were mechanical and data-retrieval-intensive — not the judgment-intensive risk assessment they were hired to perform. This created a backlog of 200+ proposals at any given time, eroding client relationships and competitive positioning.
Our Approach
We deployed a Centralized Agent Platform in three phases. Phase one (weeks 1–4): We built a unified semantic layer connecting all 14 data sources. Phase two (weeks 5–10): We developed and tested three specialized agents — a data retrieval agent, a compliance formatting agent, and a risk score computation agent. Phase three (weeks 11–14): Production deployment, monitoring setup, and underwriter training.
The Results
Within 90 days of production deployment, the firm achieved a 60% reduction in manual proposal assembly time. Time-to-quote dropped from an average of 5 business days to 4 hours. The proposal backlog was eliminated within 6 weeks. Full ROI was achieved in week 14, three weeks ahead of the original projection.
Technical Details
The platform used LangGraph for agent orchestration, dbt for semantic layer modeling, and a custom policy engine for compliance rule enforcement. All infrastructure was deployed in the client's AWS environment, with full code and data ownership transferred at engagement close.
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