Knowledge base

Insights that move
the needle.

Practical thinking on digital transformation, automation, and the P&L impact of technology — for operators, not theorists.

Where Benefits Administration Automation Actually Pays Operations

Where Benefits Administration Automation Actually Pays

The benefit enrollment file has had a national standard since the early 2000s. The HIPAA-mandated EDI 834 transaction was supposed to make…

What Operational Due Diligence Misses in an M&A Deal
Operations

What Operational Due Diligence Misses in an M&A Deal

Operational due diligence expanded into a formal discipline for a defensive reason. After the 2008 crisis and the Madoff fraud…

2026-08-19 · 10 min read
TPA Claims Automation: Why It’s a Margin Decision, Not an IT Project
Automation

TPA Claims Automation: Why It’s a Margin Decision, Not an IT Project

For a third-party administrator, claims labor is the P&L, not overhead against premium. Where TPA claims automation actually protects margin…

2026-08-18 · 12 min read
The Fractional CDO, and the Seat Most Mid-Market Companies Never Filled
CEO

The Fractional CDO, and the Seat Most Mid-Market Companies Never Filled

Wavestone’s 2024 Data and AI Leadership Executive Survey, the twelfth annual edition of a study formerly run by NewVantage Partners,…

2026-08-05 · 11 min read
RPA vs AI in claims automation and which to deploy first
Automation

RPA vs AI in Claims Automation: What Each Does and Which to Deploy First

Global insured losses from natural catastrophes reached USD 137 billion in 2024, the fifth year running above USD 100 billion,…

2026-07-31 · 11 min read
Operational efficiency assessment uncovering hidden cost and profit leaks
Operations

How to Run an Operational Efficiency Assessment That Actually Finds the Money

US labour productivity grew about 2.2% in 2025, down from roughly 3% the year before, according to the Bureau of…

2026-07-29 · 11 min read
Mortgage servicing automation for regulated loan case files
Automation

Mortgage Servicing Automation: What to Automate First When Every Loan Is a Regulated Case File

In the first quarter of 2026, the national mortgage delinquency rate climbed to 4.44%, up 40 basis points from a…

2026-07-21 · 11 min read
AI governance framework for regulated mid-market industries
Operations

AI Governance for Regulated Industries: What Mid-Market Operators Actually Need

In December 2023, US insurance regulators drew a line most mid-market operators still haven’t absorbed: you are accountable for what…

2026-07-16 · 11 min read
Insurance claims automation across a P&C or TPA claim workflow
Automation

Insurance Claims Automation: What Actually Pays Inside a P&C or TPA Claim

An auto claim comes in on a Tuesday morning. Before an adjuster makes a single coverage decision, the file has…

2026-07-14 · 11 min read
Claims Automation: What to Automate First and What It Actually Returns
Automation

Claims Automation: What to Automate First and What It Actually Returns

Follow a single claim through a mid-market operation and count the logins. Intake sits in one platform. Reserve setting lives…

2026-07-10 · 16 min read
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