A prominent U.S.-based healthcare and insurance organization, one of the largest of its kind, struggled with complex, high-volume data reconciliation. Due to its integrated B2C model, the client had to accurately reconcile account receivable data against inbound customer payments at scale. This process was heavily manual, relying on spreadsheets to ingest and prepare diverse data…

Howden, a global insurance intermediary group, faced significant operational friction from manual, spreadsheet-based IBA (Insurance Broking Accounting) processes and the challenge of reconciling large volumes of diverse, multi-format data. They required an automated platform to streamline processes and enhance data control to support global growth and efficient settlement for their insurers. AutoRek implemented a mature…

A leading independent insurance distribution platform in the UK faced severe operational friction within its Insurance Broker Accounting (IBA) and creditors processes. Relying on legacy systems and a Business Process Outsourcing team of 200 employees, the firm struggled with manual data preparation and a lack of real-time visibility. This labor-intensive approach required extreme precision and…

A prominent global insurance provider operating across retail and wholesale markets struggled with inefficient credit control and accounts receivable operations. Managing hundreds of data sources with varying payment terms and formats created significant manual burdens. The firm needed a way to consolidate disparate data and automate the allocation of payments to outstanding policies to improve…