Process Automation · for South African financial services firms

One internal process, redesigned and automated end to end.

Onboarding, approvals, month-end and hand-offs between people stall, get chased by email and break when one person is away.

Start with Phase 0

The first 10 hours of Phase 0 are free while the promotion runs: a first call, a confidential log and written findings you keep, with no obligation to continue.

What we do about it

We redesign the process with the people who run it, then automate it from end to end with agents that work from the goal, and a person signing off where it matters.

The decisions in front of you

  1. Which process first: the one that costs the most hours or the one that breaks most often. Phase 0 measures both.
  2. Where a person must still sign off, and where the agent can act on its own.
  3. Who owns the process after handover: one named person, trained by us.

What firms ask us first

Our systems are old or have no API.
We use APIs and exports where they exist, and agents that work from the goal where they don't, so a moved button doesn't stop the work.
Will the team accept it?
The redesign is agreed with the people who run the process, and the old way stays on until the new one has handled the exceptions.
What if it breaks after you leave?
Your process owner is trained and holds the runbook. The monthly run fee is optional, and handover is built so you never need it.
What will it cost?
R195 000 excl. VAT, per process. Your fixed fee is in your Phase 0 findings, before anything is built.

Who it is for

Advice and wealth practices
Onboarding and FICA, from the first email to the platform submission.
Short-term brokers
Renewal re-quoting across insurer portals into one comparison schedule, with the broker approving.
Insurers, UMAs and funeral administrators
Claims intake and document checks, with duplicates and anything suspicious flagged for a person.
Medical-aid and gap-cover brokers
Failed debit-order follow-up and member onboarding documents.
Administrators and LISPs
New-business, switch and withdrawal queues, through your own systems.

How it runs

  1. Phase 0 · Information gatheringA first call, your confidential log, an engineer at your office and written findings you keep.
  2. Phase 1 · DevelopWalk the process with the people who run it, agree the redesign, and build it on your systems.
  3. Phase 2 · ImplementRun it live alongside the old way, fix every exception, then switch the old way off.
  4. Phase 3 · Hand overTrain the process owner, hand over the runbook and accounts, and sign off against the acceptance test.

How you know it worked

Turnaround time and touch-count on the process, against the baseline taken in Phase 0.

  • Fixed price in three phases: develop, implement and hand over. Paid in full when you accept the proposal, then released in equal set amounts across the timeline, like a construction project.
  • Code, prompts, accounts and documentation are in your company's name from the start of Phase 1.
  • The monthly run fee is optional and cancellable on 30 days' notice (Investment Models: 12-month minimum). Handover is built so you never need it.

Start with Phase 0

Three questions, then pick a time for a 30-minute first call. We tell you honestly whether Process Automation is the right fit, or whether you need anything at all.

  1. First call30 minutes, online.
  2. Your log10 minutes, private.
  3. Office visit3 to 4 hours with your team.
  4. FindingsYours to keep. One fixed price if it is worth building.
Start with Phase 0