Case Study: Captive Resources streamlines process management with Pulpstream

Insurance Co. Digitally Transforms Business Processes in Record Time

Captive Resources, a $2B consultancy serving group captive insurance clients, needed to modernize its mission-critical process management system after repeated failures made outages highly disruptive. The company’s old mix of paper, Excel, and legacy software created data entry redundancies, slowed service delivery, and lacked the scalability, stability, and customization required for more than 3,500 users.

Pulpstream delivered a code-free workflow and process management solution that digitized risk assessments, field activity reporting, vendor invoicing, satisfaction surveys, and contract creation. In about four months, Pulpstream helped Captive Resources eliminate duplicate data entry, reduce service delivery time, enable tablet and offline use, and gain real-time reporting and operational resilience to change.

Captive Resources

Dave Netti

Senior Vice President of Risk Control