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CasoFin
We translated the business need into clear flows, business rules, and a technical roadmap ready from day one.

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iA Financial Group
CasoFin
Challenge
The quoting process was slow, relied on multiple manual validations, and created friction for advisors and customers.
Our solution
We built a chat-based system that centralizes parameters, validates information, and calculates quotes automatically.
- Rule-guided smart chat flow.
- Dynamic calculation based on profile, vehicle, and coverage.
- Integration-ready to scale to new products.

What keeps repeating in these projects?
Common patterns we see when building software for real operations.
Recurring operational problems
Key processes that generate daily friction and cannot be solved with generic tools.
Systems that don't communicate
Fragmented information across systems that causes rework, errors, and loss of control.
Unnecessary costs
Hidden operational costs from manual processes, rework, or poorly integrated solutions.
Manual processes
Critical tasks that rely on constant human intervention and limit team efficiency.
Lack of control
Limited visibility into operations and difficulty making informed decisions.
Systems that don't scale
Solutions that work today but become fragile or expensive as the business grows.
See what your case could look like
Real projects that show different paths and technical decisions.
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