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Objectives

  • Improve efficiency and consistency in conducting field surveys.
  • Enhance data sharing and integration capabilities across underwriting and loss control departments.
  • Streamline administrative loss control processes and reduce manual errors.
  • Improve customer experience and perceptions.
Our Stats

The results

$3.3M
Realized a value in improved productivity in the first 4 years
12,000
Hours saved roughly in underwriting teams
100+
Hours saved per year of administrative support time
Improved
Loss control and underwriting collaboration.

The system is extremely intuitive to use, and the RCT team is very helpful and fast to respond to our needs.

Terry Tucker
Regional Underwriting Specialist Supervisor
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The challenges

Lack of visibility and access to real-time risk data

Disconnected loss control and underwriting systems resulted in a lack of centralized risk data on accounts. This impacted Underwriting’s ability to manage risks proactively, evaluate team performance and quality assurance, and track request statuses and task completion.

Operational Inefficiencies

Manual account and survey assignment from Underwriting, increasing administrative burden and risk of errors. Handwritten field notes, inspection images, and files would require digital re-entry. Manual and cumbersome process of issuing recommendation letter creation, risk improvement follow-ups, compliance management and auditing.

Insurance Customer Experience How Carriers Modernize CX in 2026

The Solutions

  • Automated survey and task assignment through configurable rules and workflows.
  • Centralized platform for data sharing and integration.
  • Simplified and consistent recommendation follow-up.
  • Improved data mining, reporting, and sharing capabilities.

The Impacts

Gear
Improved Efficiency

Enhanced ability to service and survey more accounts.

connected
Improved collaboration

Integrating Duck Creek Loss Control with their core systems improved collaboration between cross-functional teams and third-party vendors

stars
Improved Customer Experience

Simplifying recommendation process, quality assurance checks, and follow-up processes improved overall customer experience.

Shelter Insurance

About the Customer

Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including Life Insurance, Renters Insurance, Motorcycle Insurance, RV Insurance, ATV Insurance, Boat Insurance, Umbrella Insurance, Personal Articles/Inland Marine Insurance, Farm Insurance, and Business Insurance.

Shelter Insurance® products are sold by agents in 15 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Nevada, Ohio, Oklahoma and Tennessee. Shelter consistently receives high ratings from A.M. Best Company, and is a mutual insurance company.

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Locations
Boston, Massachusetts (HQ)
100 Summer St 8th Floor Suite #801
Boston, MA 02110
(833) 798 7789
Sydney, Australia
360 Kent St
NSW 2000
+61 1800 430 929