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Success Story

Optio Group transform Document Automation with LAWLIFT

Case study

The Optio Group based in London, UK successfully integrated LAWLIFT into its existing technology ecosystem to revolutionize document generation. By leveraging our proprietary data platform "Hx" (Hyper Exponential), we implemented LAWLIFT’s publication APIs to automatically generate comprehensive documentation for insurance policies with just one click.

The past

Before LAWLIFT, creating documents was a manual, time-intensive, and error-prone process. Relying on a legacy in-house system meant slow turnaround times and limited scalability.

The new approach

By adopting LAWLIFT, Optio Group automated its entire document creation process. The integration now allows us to generate initial drafts of various documents in a fraction of the time.

With LAWLIFT, we can automatically generate key insurance documents such as:

Policy Schedule: A summary of Professional Indemnity insurance details.
MB Policy Schedule
: A document detailing Management Liability insurance.
KR Policy Schedule
: A document providing details of a Kidnap & Ransom insurance policy.
KR Insured Schedule:
A list of insured parties or assets under a Kidnap & Ransom policy.
Optio WI - NBI (Non-Binding Indication)
: A preliminary, non-binding warranty insurance coverage indication.
Quote Sheets
: Professional Indemnity, Management Liability, Kidnap & Ransom, Private Insurance, and Subcontractor Default Insurance quotes.
Endorsements & Invoices
: Adjustments during policy terms, billing documents, and more.

This streamlined solution handles over 6,000 documents annually, with seamless integration to additional tools like Power Automate and APIs for maximum efficiency.

View the template
Impact

The results of integrating LAWLIFT were transformative. Optio Group achieved:

  • Significant Time Savings: Annually saving at least 11,382  hours through automation and system integration.
  • Enhanced Accuracy: By reducing manual input, document accuracy improved significantly.
  • Productivity Gains: Employees can now focus on higher-value tasks, driving innovation and improving client service.

LAWLIFTenabled us to save 95% of the time previously spent on document generation.

"LAWLIFT is extremely easy to use, both through the Browser and the API, and has allowed some of our lines of business to go from 2-3 hours to manually draft a document, down to 5 minutes."
– Joe Tidey, Technical Project Manager at Optio Group

The profile

Optio Group is one of the largest independently owned specialty Managing General Agents (MGA), focusing on innovative solutions for specialty insurance risks. Combining market-leading underwriting expertise with cutting-edge technology, Optio Group delivers efficient products, services, and solutions.

Our mission is to evolve with the needs of our business partners by harnessing technology and fostering strong, long-term relationships. Optio Group’s open culture and unified approach enable us to exceed expectations, time and time again.

This success story demonstrates the power of LAWLIFT in transforming workflows and enhancing operational efficiency, making it an indispensable tool for forward-thinking organizations like Optio Group.

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