The work hasn't changed. How it gets done has.
Two decades inside insurance operations gave us something hard to replicate — the proprietary knowledge built by managing 800+ insurance workflows and executing hundreds of millions of transactions for clients of all types.
The last five years brought a step-change. FTV Capital invested as growth partner in 2022. Pratap Sarker joined as CEO in 2025 to shape the future. Significant sustained investment in automation and AI coupled with our proprietary knowledge built the agentic AI platform that now serves as an operational backbone for the insurance distribution channel.
What hasn't shifted: Expert validation and E&O coverage built into the work we do. The thesis is the same one we opened the doors on—to deliver the outcomes that matter to our clients more efficiently and with less risk.
Built to take work off agency desks into the future
From a certificate processing team to an outcome-based operating partn
El Dorado Hills, CA. Certificate processing for retail agencies.
Global operations anchored in Vizag and Hyderabad.
Third operational region. 24-hour coverage.
Growth investment. Platform reinvestment cycle begins.
Policy Checking AI,
Quote Compare AI,
Policy Data Extract AI
Outcome-based
operating partner led by
CEO Pratap Sarker.
The operation, in plain numbers
expert validation
Three Countries. One Patra.
El Dorado Hills
Headquarters, US client delivery, leadership
Vizag · Hyderabad
Largest operational footprint. Global delivery anchor.
Manila · Cebu
Customer contact, benefits operations, US-overlap coverage
AI and human expertise designed to work together
Our platform is built so each does what it does best. Agentic AI runs the work. Expert review is applied where judgment, exceptions, or regulatory compliance require it.
Expertise compounds
Every transaction the agentic AI platform processes deepens our insurance domain expertise, and every workflow we add makes the platform smarter. All to help our clients expand the possibilities for their business.
Accountability, without exception
E&O coverage and shared risk models aren’t just features. They are our commitment made contractual.
Built for what comes next
Competitive advantage doesn’t only come from running the same operations more efficiently. Increasingly, it comes from freeing your best people to build what competitors can’t copy and trusting an operations partner to handle the rest. The future will be shaped by the partners who can deliver both the agentic AI platform that scales the impact and the people who own the outcome.
Ready to run your operations differently?
30 minutes. No deck. No capabilities tour. Just your priorities and where we’d start.