Case Study: Forte Underwriters achieves end-to-end process visibility and 17-day faster contract handling with ProcessMaker

Forte Underwriters - Customer Case Study

Forte Underwriters is an independent underwriting agency focused on Latin American and Caribbean markets, specializing in marine cargo, commercial hull, and other complex risk products. Because underwriting relies on specialist knowledge and many bespoke workflows, Forte faced inconsistent process execution, heavy reliance on email, spreadsheets and external tools, and delays that risked losing business—prompting CEO John Wigg to seek a full digital view of how work actually gets done.

Using ProcessMaker Process Intelligence, Forte mapped its end-to-end processes and digital landscape, revealing 18 business applications (half used <1%), 103 case variants, and that 95% of work occurred outside formal systems. The analysis drove recommendations to integrate the ERP (Pivot Point), automate manual tasks, introduce targeted AI safely, and track focused KPIs—actions expected to cut contract throughput by up to 17 days, reduce software license costs, minimize swivel-chairing, and materially boost productivity.

Forte Underwriters

John Wigg

Chief Executive Officer