Deep Dive — US InsurTech Partnership

From Risk Mitigation to Primary Engineering Engine.

How Roxosoft entered a flagship US InsurTech project as a secondary vendor and evolved into the lead architectural partner — doubling development velocity and mastering AI-driven insurance logic.

Year:2020
Team Parity:100%
Stack:.NET Core / Azure
Outcome:Primary Vendor
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2x

Velocity

Doubled feature delivery

99.2%

AI Accuracy

PDF-to-data extraction

10x

Throughput

Azure infrastructure

10+

US Carriers

Enterprise contracts

01 — The Context

A Strategic Pivot in 2020.

In 2020, the client — a major US player in AI-powered insurance analytics — faced a classic scale-up dilemma. Their growth was explosive, but their reliance on a single vendor created a dangerous bottleneck.

The Pivotal Moment

  1. Q1 2020

    Market Traction Accelerates

    Major US carriers sign on. Pipeline 3x capacity.

  2. Q2 2020

    Vendor Risk Identified

    Board mandates vendor diversification strategy.

  3. Q3 2020

    Roxosoft Onboarded

    Senior engineering team begins integration.

Explosive Growth

The platform was winning major US carrier contracts faster than their single development team could deliver features.

Dangerous Dependency

100% of engineering capacity concentrated in one external vendor — a catastrophic single point of failure as stakes increased.

Strategic Insurance

Roxosoft was brought in not for 'extra hands,' but as a high-IQ engineering insurance policy — a parallel brain trust.

02 — The Approach

The Land & Expand Strategy.

We built a parallel team of 100% senior engineers that matched the incumbent's size within months, while maintaining zero-friction synchronization. Rather than operating as a siloed contractor, we embedded directly into the client's engineering culture.

Team Size — First 6 Months

036912M1M2M3M4M5M6
Primary Vendor Roxosoft

Zero-Friction Synchronization

Rather than operating as a siloed contractor, we embedded directly into the client's engineering culture. Every decision, every standard, every release — synchronized.

  • Shared architecture decisions
  • Unified coding standards
  • Joint sprint planning
  • Seamless PR reviews
  • Zero integration friction
Vendor ARoxosoft
03 — The Solution · Part 1

InsurTech Domain Mastery.

We optimized the PDF-to-Data AI pipeline, achieving 99%+ extraction accuracy for complex, unstructured insurance programs in highly regulated environments.

AI Data Extraction Pipeline

PDF Intake

Raw insurance documents

AI Extraction

NLP + ML parsing

Validation

99%+ accuracy checks

Structured Data

Analytics-ready output

99.2% Extraction Accuracy

Policy Schedule Parsing

Automated extraction of coverage limits, deductibles, and premium structures from complex multi-page schedules.

Endorsement Processing

Real-time identification and classification of policy amendments, riders, and exclusion modifications.

Program Data Normalization

Standardization of heterogeneous carrier formats into unified, queryable data schemas.

03 — The Solution · Part 2

Azure / Cloud Infrastructure Overhaul.

We led the transition to a more resilient .NET Core architecture on Microsoft Azure, capable of handling the massive data loads that came with the client's growth.

Azure Architecture Stack

.NET Core Services

Microservices architecture

Azure SQL

Scalable data layer

Azure Functions

Serverless processing

Azure AD B2C

Enterprise auth

Service Bus

Async messaging

Key Vault

Secrets management

Infrastructure Impact

10x

Throughput increase

99.9%

Uptime SLA

60%

Cost reduction

Enterprise-Grade Resilience

The new architecture handles document processing pipelines at scale, with automatic failover, geo-redundant storage, and real-time monitoring. Built to support the platform's expansion across major US insurance carriers.

04 — Managerial Excellence

The Roxosoft Framework.

Technical excellence alone doesn't create partnerships. Our integration framework ensures seamless collaboration from day one.

Zero-Knowledge-Transfer Lag

Our senior team deciphered a complex, active codebase without slowing down existing release cycles. No handholding required — we studied the architecture, asked the right questions, and shipped production code within the first sprint.

First commit in Week 1

Culture Integration

We didn't just work FOR the client; we worked AS the client. We adopted their internal goals, participated in their product discussions, and thought like owners — not contractors billing hours.

Product-owner mindset

Continuous Knowledge Sharing

Weekly architecture syncs, shared documentation, and cross-team code reviews ensured that knowledge never became siloed. Both teams grew stronger together.

Bi-directional learning

Embedded Team Dynamics

Our engineers joined daily standups, retrospectives, and planning sessions as full team members — not external observers. The distinction between 'us' and 'them' disappeared within months.

One unified team

05 — The Turning Point

Becoming the Primary Vendor.

The shift wasn't a corporate decision — it was an engineering one. Our work spoke for itself, and the client naturally gravitated toward our team for core product modules.

The Natural Evolution

  1. 01

    Q3 '20

    Secondary Vendor

  2. 02

    Q4 '21

    Equal Partner

  3. Today

    Primary Vendor

Higher Code Quality

Consistently cleaner architecture, better test coverage, and fewer production incidents.

Faster Feature Rollouts

Tighter sprint execution and proactive problem-solving accelerated delivery timelines.

Deep Business Logic Understanding

We didn't just code features — we understood insurance workflows, regulatory requirements, and carrier needs.

06 — Impact & Growth

Measurable Outcomes.

The partnership transformed not just the client's engineering capacity, but their entire approach to scaling a mission-critical platform.

2x

Development Velocity

Doubled feature delivery throughput by running parallel workstreams without integration friction.

0%

Vendor Lock-in Risk

Complete elimination of single-vendor dependency — the platform can scale with confidence.

#1

Primary Vendor Status

Roxosoft now leads core product development across all major modules.

10+

Major US Carriers

Seamless scale to support enterprise contracts with leading insurance carriers.

Ready to Scale?

Scaling a mission-critical platform?

Whether you're navigating vendor risk, accelerating development velocity, or preparing for enterprise growth — our technical architects can help you build the right strategy.

What Happens Next?

1

We Analyze Your Requirements

Our founders will personally review your project details and reach out to discuss your vision and goals.

2

NDA & Confidentiality

If needed, we sign a Non-Disclosure Agreement to ensure your ideas and data stay fully protected.

3

Project Proposal

We submit a comprehensive project proposal with timeline, milestones, and a transparent cost breakdown.

Why CTOs Choose Roxosoft

  • Direct access to founders and tech leads — no middlemen
  • 75%+ of our team are senior-level engineers
  • Microsoft, AWS, and Google certified professionals
  • Average client relationship: 5+ years

Offices in United States · Portugal · Spain · Senior data architects only.