Insurance Operations
Reduce the repair, re-keying and reconciliation embedded in broking operations
Built for UK commercial and specialty insurance brokers — particularly multi-office, acquisition-led or private-equity-backed groups carrying material policy servicing, fiduciary, premium and reconciliation workloads. London Market exposure is a plus, not a requirement.
Two ways in, depending on where you are
Put your own monthly volumes and handling against repair, re-keying and reconciliation. It runs in your browser, asks for nothing, and can tell you there is not enough here to be worth investigating.
What the Workflow Evidence Sprint establishes, what it costs, and what you hold at the end of it.
Start with one high-volume broking workflow
Leania establishes the baseline, where repair, re-keying and reconciliation concentrate, what drives them, the credible £ value pool, and which intervention is justified before more headcount or more technology is added.
- 1Baseline
- 2Root cause
- 3£ value pool
- 4Right intervention
You leave with an evidence-backed decision on what to change, what it is worth and what should happen next.
A different book
Retail or SME-facing book?
Test the operational effort behind your Consumer Duty outcome evidence.
Pick the first workflow
- Policy servicing and mid-term adjustments
- Premium and fiduciary reconciliation
- Credit control and chasing
- Certificates and evidence of cover
- New business and renewal processing
Where the cost sits — and where the work stops
- Servicing instruction receivedStepWhere capacity leaks: Queue time
- Completeness and authority checkStepWhere capacity leaks: Missing authority · Duplicate instruction
- Correction and re-keying across systemsStepWhere capacity leaks: Repair · Re-keying at a hand-off
- Premium, cash and account reconciliationStepWhere capacity leaks: Exceptions · Chasing to closure
- Case completed and reconciledStepNo avoidable work here
Avoidable work accumulates here
The opportunity sits in the servicing itself: correcting what arrived wrong, re-entering the same information at a hand-off, and chasing premium and cash exceptions to closure.
Repair, re-keying and reconciliation consume capacity across every office a case touches, and they get worse with each acquisition rather than better.
What you will know at the end
Where is capacity actually being consumed?
What does a unit of this work cost today?
What happens to that as volume rises?
Which response has the strongest economics?
What should be funded in the next 90 days?
Operational improvement and automation governance at a leading insurance broker
Anonymised client · Insurance
A leading insurance broker
Process improvement and automation governance at a leading insurance broker: end-to-end discovery across policy servicing and fiduciary processes, a governance model for the automation portfolio, and a benefits tracker comparing realised benefit against forecast.
And the same mechanism on this sector, synthetically
Servicing instruction received and logged to case completed and reconciled. Worked end-to-end on a synthetic operational log — the discipline is inspectable without any client data.
Start with the problem. Earn the technology.
Six ways to remove capacity loss. Each is assessed on the evidence; none is the default.
- Stop
- Simplify
- Standardise
- Workflow
- Automate
- AI
The preferred intervention is the simplest one that reliably achieves the outcome and clears the economic and control threshold.
What it is worth
On the published synthetic model, the capacity released is about £1.25 per submission, or roughly 2,334 more submissions absorbed in a year without adding headcount.
The same released capacity is either redeployed into volume or taken out as cost. It is one or the other, never both.
Synthetic demonstration case — calculated preview
Illustrative, on the stated inputs of the synthetic demonstration case. Not a forecast, and not realised cash: released capacity becomes cost only if management takes it out.
Every input stated separately, so finance can challenge any one of them
Leania separates delivered results, released capacity, identified opportunity and forecast value so leadership can see exactly what has — and has not — been achieved.
One engagement, two stages, one decision between them
21 working days to a Pilot Blueprint
- Stage 1 · Working days 1–10Establish, then Diagnose & Select
Build the evidence and the baseline, find where capacity is actually going, and select the intervention worth testing.
Ends in a GO / STOP decision on the evidence.
- Stage 2 · Working days 11–21Design, then Specify & Challenge
Design the future state to the depth the selected intervention requires, then specify the pilot and challenge its assumptions.
Ends in the Pilot Blueprint and a GO / CHANGE / STOP pilot decision.
Stage 1 runs working days 1–10 and ends in a decision. If the evidence doesn't justify continuing, the engagement ends there: you keep the evidence and pay only for Stage 1. If it does, Stage 2 takes the selected intervention to a Pilot Blueprint by working day 21.
£7,500 to start. Stage 2 (£9,500) only if the evidence justifies it.
£17,000 — Total if both stages run, for one bounded workflow. Larger scopes are quoted.
Prefer a short overview?
See how Leania finds where repair, re-keying and reconciliation consume capacity, then establishes which intervention is worth funding.
A worked synthetic example
Servicing instruction received and logged to case completed and reconciled. Worked end-to-end on a synthetic operational log — the discipline is inspectable without any client data.
Who leads the work
Tony Walker is the founder of Leania, a Lean Six Sigma Black Belt and the author of "Business @ the Speed of Bots". He has more than 20 years' experience across financial services and operational transformation, with work spanning banking, insurance, pensions, accountancy, utilities and rights management.
What we do not do
No actuarial, underwriting, tax-technical, legal or audit advice. No audit opinion. No certification of accounts. Where technical build is required, it is delivered by the client's existing technology team or vetted specialist delivery partners against Leania's requirements, acceptance criteria and quality controls.