◆ Automation Sprints for insurance, benefits & TPA operations

Remove the manual checking, chasing & reconciliation around one workflow.

Most teams spend time moving information between people and systems — not on the work itself. VaultIQ ships a focused 7–10 day Sprint that automates the worst of it, on the systems you already run.

7–10
Days to a working automation
0
New platforms to adopt
1
Workflow, fully scoped
Renewal billing reconciliation Sprint in flight
Hours back per month
0 hrs

"The manual part isn't the data entry — it's chasing missing details and reconciling between systems."

SPRINT · EXISTING SYSTEMS · NO NEW PLATFORM

Diagnose→ Scope →Automate
One working process Handed back in
7–10 days
01 / The problem

Operations lose time to the handoff, not the work

Someone has to check records, chase missing details, and reconcile what doesn't line up across systems. That time compounds every cycle — and it gets hand-waved as "just how it works."

A

Manual chase

Checking a spreadsheet against a portal, waiting on a missing doc, re-keying a value your own system already holds.

B

Invisible cost

Nobody budgets it, because nobody measures it. The hours are real and recurring, buried in how the team "gets it done."

C

Underscoped "fixes"

Adopting a platform asks your team to re-learn a whole system to solve one pain. The expensive work often stays manual.

02 / The Sprint

One workflow, automated in 7–10 days

A focused engagement. We scope it before we build, then hand back one working process — not a new platform to learn.

01

Diagnose

We watch the real workflow with you — where the time actually goes, and which step is costing the most. We don't assume it's the data entry.

02

Scope

A written plan for exactly what will be automated, on which existing systems. You approve the scope before any building starts.

03

Build

We implement the automation around the systems you already use — no new platform, no re-training your team.

04

Hand off

You get one working process with the people who run it, ready for your team to own and trust.

Sprint scope · renewal billingscoped
Step 1 · Invoice matchcarrier statement ↔ policy record, auto-flagged
existing system
Step 2 · Chase logmissing fields collated into one follow-up list
email + sheets
Step 3 · Reconciliationdiscrepancies surfaced before close, not after
weekly close
Deliverableone working process · handed back in 7–10 days
your team owns it
03 / What the Sprint delivers

A working process, not a dashboard

No new system for your team to learn. The deliverable is one automated workflow inside tools you already run — agreed in writing before we build.

1

One automated workflow

The specific process you approved, running inside the systems you already use — not a new tool to adopt.

2

Scope agreed in writing

Exactly what gets built, on which systems, in how many days — before a single line of automation is written.

3

A team that can own it

Handed off with the people who run the workflow, so it stays yours — no dependency on us to keep it alive.

7–10
Days for a working Sprint
0
New platforms for your team to learn
1
Workflow, fully scoped before build
100
Of the scope approved in writing
04 / Where it fits

The workflows we know best

Recurring, document-heavy work in insurance, benefits and TPA operations — where information moves between people and systems every cycle.

01

Renewal & billing reconciliation

Policy records, carrier statements and invoices matched and reconciled — discrepancies surfaced before close, not after.

02

Benefits administration

Enrollment, renewal documents and carrier data pulled together — the checking, chasing and reconciling that eats admin time.

03

Claims & surety admin

Claims files, bond accounts and status records kept consistent across systems — without re-keying the same value twice.

05 / For your team

Built for the people who run the work

One workflow, seen from the seats that carry it. Each of you gets the same automation with a different stake in it.

Owner / Principal

Stop paying for the handoff

The recurring cost of manual checking and chasing gets removed — one workflow at a time, without a platform project.

  • Time back each cycle, not a one-off
  • No re-training your team on new software
Operations / Controller

Fix the process that leaks

Where the reconcile breaks, the automation goes — measured and scoped before we build a line of it.

  • A documented step to automate
  • Discrepancies caught before close
Billing / Admin

Lose the re-keying

The repetitive, error-prone part is what disappears — the value stays with the people who know the work.

  • One fewer spreadsheet to babysit
  • Values stay in the system that owns them
06 / Why you can trust the offer

We won't promise results we can't show yet.

VaultIQ is pre-launch and being validated with a small number of insurance and benefits operations on real workflows. We are deliberately honest about that.

That's why we don't publish invented case studies or fabricated hours-saved numbers. What we will do is scope one specific workflow, tell you in writing exactly what gets automated and on which systems, and only charge for what we deliver.

If your team keeps losing time to a manual handoff, we should talk — on email, at your pace, wherever you are.

How working together actually works

Written. Asynchronous. Commercial.

No demo-stage theatre, no mandatory call. Scope and price agreed in writing before we start.

01

Email first

You tell us the workflow that's eating time; we share how a Sprint would approach it, in writing.

02

Scope before price

We inspect the specific process and give you a written plan — what gets automated, on which systems, and the fixed price.

03

A fixed-price Sprint

7–10 days on your existing systems, one working process delivered. No platform, no re-training.

04

No call required

The conversation is asynchronous and written. Video is optional, never a gate.

Questions teams actually ask

Straight answers

The things most prospects press on before they'd start a Sprint.

What does a Sprint automate? +
One specific, recurring workflow — renewal and billing reconciliation, benefits administration, claims or surety admin. We inspect it, tell you in writing what gets automated and on which systems, and only build that.
Does this mean adopting new software? +
No. A Sprint runs on the systems you already use. The deliverable is one working process inside your existing tooling — no platform to learn, no re-training your team.
How are our systems and data handled? +
Your data is treated as confidential. We don't use it to market or train on without your explicit agreement, and the automation is scoped to a workflow you approve first.
What does a Sprint cost? +
A fixed price, depending on the scope of the specific workflow — typically in the $7,500–$10,000 range for a 7–10 day Sprint. The price and scope are agreed in writing before we begin.
How long does a Sprint take? +
7–10 days, working asynchronously with your team. We commit to scope and timing in writing before you begin — not a vague promise here.
Do you have client results to share? +
VaultIQ is pre-launch and being validated with a small number of insurance and benefits operations. We won't invent case studies or hours-saved numbers we can't substantiate — we'd rather scope your real workflow and show you.
◆ Request a Sprint

Pick the workflow that's eating your time

Tell us who you are and which process you'd automate. We reply by email with how we'd scope it — no call required.

→ Written, asynchronous, fixed-price from the start
✓
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