OIP Insurtech Launches Workflow Intelligence Diagnostic to Help Insurance Organizations Prioritize AI and Operational Investments
A fixed fee assessment that benchmarks operational performance, identifies workflow inefficiencies, and produces a roadmap for process improvement and AI adoption
Henderson, NV — July 8, 2026 — OIP Insurtech, an insurance technology, operations and AI professional services firm, today announced the launch of its Workflow Intelligence Diagnostic, a fixed fee assessment designed to help carriers, MGAs, brokers, and program administrators identify operational inefficiencies, benchmark performance, and prioritize transformation initiatives before investing in technology or AI programs.
Many organizations pursue AI initiatives without first establishing a clear understanding of the operational workflows those technologies are intended to improve. The result is investment in tools that meet unstructured processes, with no baseline to measure whether performance actually improved. The Workflow Intelligence Diagnostic is designed to establish that baseline first.
“Most leadership teams know inefficiency exists in their operation but lack the data to quantify it,” said Martina Seferovic, CEO of OIP Insurtech. “The Diagnostic converts operational friction into measurable business impact and gives leadership a prioritized roadmap before significant transformation investment is made. It is the difference between accelerating a broken process and fixing it first.”
The Diagnostic applies a structured framework that examines each function across the full policy lifecycle, from submission through claims, measuring operational performance, technology utilization, process maturity, and automation opportunity at every stage. It benchmarks results against peer organizations and quantifies the improvement opportunity at each point. Clients receive an executive roadmap with prioritized recommendations, identifying where process, staffing, technology, and AI investments can generate the greatest impact. Every finding is paired with a recommended action, ownership model, and implementation path. Organizations can use the roadmap to execute internally or engage OIP to help redesign workflows, implement technology, provide operational support, and operationalize transformation initiatives from strategy through execution.
The methodology is built on insights gathered across more than 150 insurance organizations representing over $100 billion in premium, drawing from OIP’s experience operating, optimizing, and supporting insurance workflows across carriers, MGAs, brokers, and program administrators. The benchmarks reflect real operational performance rather than survey data or a theoretical model, a distinction that comes from fourteen years spent running and improving insurance operations rather than evaluating them from the outside.
Before investing in operational transformation, technology modernization, or AI initiatives, organizations need a clear understanding of where inefficiencies exist, what the improvement opportunity is worth, and which investments are most likely to generate measurable returns. The Workflow Intelligence Diagnostic is designed to provide that insight.
“The Diagnostic stands on its own,” added Seferovic. “It tells leadership which transformation initiatives, if any, are worth pursuing next, and where technology will create real lift versus where it will accelerate an existing problem. For organizations that choose to move forward, OIP can support implementation, operational execution, and ongoing optimization to help ensure recommendations translate into measurable business outcomes.”
The Workflow Intelligence Diagnostic is available to carriers, MGAs, wholesale brokers, and program administrators operating in specialty and E&S markets.
For more information, visit https://www.oipinsurtech.com/
About OIP Insurtech
Founded in 2012, OIP Insurtech is a global professional services firm that advises, builds, integrates, and operates technology and insurance operations for the specialty insurance market. Serving more than 150 carriers, MGAs, wholesalers, brokers, reinsurers, and insurtechs representing over $100 billion in premium, OIP combines deep insurance expertise with enterprise technology and AI to deliver measurable business outcomes. Its proprietary BoundAI platform provides intelligent document processing and workflow automation built specifically for specialty insurance.