Case Study / 02 — Insurance
AI Engineering  /  Finetuned Models + AI Readiness

A two-decade underwriting archive became a proprietary model that outperforms a decade-old vendor platform.

A Fortune 500 insurer turned twenty years of underwriting notes into an asset it owns outright, then shipped it inside the underwriter workflow with the security, procurement, and executive enablement to make it stick.

01 / Challenge

Strategy approved. Adoption stalled.

Senior leadership had named Generative AI a strategic priority. Every initiative that followed stalled inside security review, procurement, and a wider organization that did not yet trust the technology with regulated workflows.

Two decades of underwriting notes sat as untapped institutional knowledge. No off-the-shelf platform could reach it, and the firm's incumbent vendor platform had been renewed for a decade without a clear path to differentiated outcomes.

Select Fortune 500 Insurance Firm  /  Toronto, Canada
02 / Engagement

A blueprint for the firm, a model for the moat.

Everlake built the firm's go-to-market blueprint for Generative AI end-to-end, navigating security review, procurement assessments, and vendor diligence. We ran executive enablement sessions with the senior leadership team to align on where AI creates measurable value, and where off-the-shelf is enough.

In parallel, our engineers finetuned a proprietary model on twenty years of the firm's underwriting notes and wrapped it in a production application embedded directly in the underwriter workflow. We stood up an AI Readiness program for the underwriting, claims, and distribution teams so adoption kept pace with the platform.

03 / Outcomes

Cleared, shipped, and outperforming the incumbent.

Time to Production
2Q

First production GenAI application cleared security review and shipped within two quarters.

Model Performance
10yr

Finetuned model outperformed the incumbent vendor platform the firm had renewed for a decade.

Operating Model
1

Executive team aligned on a firm-wide AI operating model, replacing a set of disconnected pilots.

Client Testimonial
"Everlake built the blueprint for how we go to market with Generative AI, from security reviews and procurement to executive training for our senior leadership. The finetuned model they shipped on our underwriting data belongs to us outright, and it is already outperforming a vendor platform we had renewed for a decade."
Chief Operating Officer  /  Select Fortune 500 Insurance Firm  /  Toronto, Canada
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