Case Study: Top 10 Property & Casualty Insurer achieves multi-state regulatory compliance and end-to-end policy issuance control with Infogix

Improving Compliance in Multi-State Operations

A top-10 Property & Casualty insurer operating in multiple U.S. states faced growing compliance and financial risk in its policy purchase-to-issuance process: inaccurate premiums, missing or incorrect state-mandated forms, and reliance on slow, manual checks across a complex mix of legacy and modern systems exposed the company to customer complaints and regulatory fines. The CEO charged the IT Controls team with identifying and mitigating these multi-state risks and improving end-to-end process visibility.

The insurer deployed the Infogix Enterprise Data Analysis Platform to track and validate transactions and forms across real-time and batch systems, apply flexible state-specific business rules, and provide audit-ready results for business users and auditors. The automated solution delivered end-to-end balancing and reconciliation, reduced liability and premium errors, prevented regulatory fines, enabled process improvements (rating tables and e-delivery), and strengthened compliance readiness and customer trust.