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Financial services · governance gap
Mid-market US insurer

A stalled AI pilot turned into a governed production workflow

An AI-assisted claims triage pilot had worked in demo but was stuck for six months because no one owned the ship decision or the review process.

Metrics
  • 6-month delay removed
  • Production workflow shipped
  • Client-owned operation
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Challenge

The model worked in a demo, but the client had no clear process for approving it, reviewing outputs, or taking ownership after launch.

Intervention

We ran the readiness diagnostic, identified governance as the blocker, and built the review process and monitoring the pilot needed to move forward.

Result

Shipped to production within the quarter with full handoff to the client team.

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FAQ

A few details buyers usually want after reading the story.

What was the main blocker in this project?

The blocker was governance, not model capability. The pilot could work, but there was no clear approval and review process for production.

What changed after the intervention?

The team got a production workflow with a clear owner, review process, and handoff path so the client could operate it directly.