Workflow Automation

Tidewell Underwriting

Automated claims intake and routing across five previously disconnected systems.

Tidewell Underwriting — Automated claims intake and routing across five previously disconnected systems.

Industry

Finance & Insurance

Timeline

11 weeks

Team

2 engineers

Category

Workflow Automation

The challenge

Where things stood

A single claim at Tidewell touched five disconnected systems, and staff were manually re-keying the same data into each one — the delay was entirely process, not underwriting judgment.

The approach

How we got there

01

System audit

Mapped exactly how a claim moved through all five systems before automating anything, since two of them turned out to be redundant.

02

Integration layer

Built a middleware layer that pushes claim data to each system automatically as status changes, instead of a human re-typing it.

03

Exception queue

Routed anything the automation couldn't confidently classify into a review queue rather than forcing every claim through a rigid pipeline.

The results

What changed

5 → 1

Systems requiring manual re-entry

~65%

Reduction in claim intake processing time

0

Weeks of downtime during rollout

Under the hood

Tech stack

Node.js

Runs the middleware that translates a claim update into each downstream system's format.

PostgreSQL

Tracks claim status as it moves through the five connected systems.

REST/SOAP integrations

Bridged two decades-old underwriting systems that only spoke SOAP with three newer REST APIs.

AWS Lambda

Runs each integration as an independent function so one system's outage doesn't take down the others.

TypeScript

Typed every claim-status transition to catch integration mismatches before they hit a live system.

Docker

Packages each system integration as an independent, restartable service.

“Communication was excellent throughout — no black-box weeks, no surprises at launch. Just steady, visible progress.”

DO

Daniel Osei

COO, Tidewell Underwriting