Case Study: Global Financial Services and Insurance Company achieves faster, more accurate multinational P&C underwriting with Appian

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Preview of the Global Financial Services and Insurance Company Case Study

Global Financial Services and Insurance Company - Customer Case Study

A multinational property & casualty insurer serving more than 30 million customers across nine European countries faced a fragmented, manual underwriting process: pre-core-system work (loss control surveys, coverage determination, pricing and quoting) lived in siloed tasks and spreadsheets, relied on email collaboration, and lacked an auditable, role-based view needed for complex, multi-stakeholder multinational programs.

The company adopted Appian’s low-code platform to coexist with its core system, aggregate data into role-relevant, refreshable views, and provide end-to-end visibility and omni-channel access. The solution digitized and streamlined underwriting—improving partner management, accelerating submission-to-quote-to-bind workflows, enabling comprehensive territorial analysis and decision tracking, integrating with AXCO, and delivering visual reporting—resulting in faster quote turnaround, better risk assessment, reduced operational costs, and quicker time to close.


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