Removing a high-stakes bottleneck to boost new business
For Atradius, broker-led new business drives more than 80% of its total business. It’s a critical growth channel for the trade credit insurer, but bottlenecks were slowing down the process and it was costing revenue.
They needed a way to cut manual input, speed up quoting and deliver brokers a better experience: one that was intuitive, transparent and could strengthen relationships in a competitive market. AI-enabled self-service was the clear answer to the problem, but it needed careful enterprise integration and intelligent automation to make it work. This is where GW’s expertise could make a difference.
No central record, no standardisation, no autonomy and long delays
The broker sales intake process had become a critical barrier to growth. Requests came in through emails, calls, and messages with no central record, creating confusion, risk and lost context, which raised governance concerns. Paper-based credit request questionnaires had to be retyped into internal systems by sales managers, slowing the process and introducing errors. Plus, each broker worked to a different format, which blocked automation and standardisation. And because there was no way to track status updates, brokers often experienced long delays and frustration. All in all, it was a poor experience for brokers that risked damaging trust in a vital channel.
Highest-value opportunity wins: a new self-service prospect flow
Working closely with Atradius, we focused on the highest-value opportunity for change: a new, self-service prospect flow that would give more transparency (and a more autonomous experience) to brokers. Instead of a wholesale system replacement, this broker portal could digitise and streamline the process in a way that could be easily scaled over time.
Brokers can now initiate new cases themselves, with request forms automatically captured and pre-filled into Atradius’ core systems. A real-time status tracker provides complete transparency, reducing inbound queries and delays. The portal integrates seamlessly with existing platforms, maintaining governance and data integrity.
The solution was co-designed with brokers to ensure adoption, rolled out and tested in phases to reduce disruption, and built with strong compliance checks from the outset. This pragmatic, modular approach reflects how we apply our AI Intelligence Blueprint: tackling one valuable opportunity first, embedding measurable value, and reiterating the process and learnings for future opportunities. Instead of attempting to rebuild Atradius’ foundations in one, lengthy transformation project, this process allows the insurer to keep improving their AI maturity with each innovation cycle. A more sustainable, commercially viable, and exciting, approach to transformation.
A faster, frictionless experiences for brokers, and higher revenue for Atradius
The impact was immediate. Time-to-quote dropped by 60–70%, allowing brokers to receive offers in hours rather than days. The efficiencies realised enabled account managers to focus on where they could add most value: client engagement. A single, digital flow improved governance and data integrity, while brokers now enjoy a faster, frictionless experience that deepens loyalty and trust.
By solving one entrenched bottleneck, Atradius created a scalable foundation for future transformation – proving how targeted, intelligent integrations can unlock competitive advantage.
The technical details
As with all our enterprise projects, our delivery model was anchored in co-creation, iteration and focused on maintaining robust architecture.
Stakeholder-led discovery and broker-tested prototypes
Dual-path workflow engine (manual + AI CRQ ingestion)
Cloud AI service with governance and compliance review
Real-time integration with core systems
Phased rollout with pilot brokers, training, and feedback loops
Cloud-native broker portal: self-service onboarding, AI document ingestion, status tracking, secure integration
The Intelligence Blueprint in action
You don’t need to overhaul your entire system and architecture to get results from AI. By tackling one high-value opportunity at a time, you can create a scalable model for future transformation. That’s the thinking behind the Intelligence Blueprint: a practical framework to help you identify the right opportunities, design solutions that fit your architecture and your people, and scale AI.
Download our guide to see how you can apply this approach in your business.
Conslusion
A Modern Platform for Global Broker Engagement
Atradius now has a broker platform built for clarity, speed and scale. By replacing manual processes with structured, digital workflows, the organisation has improved operational efficiency, strengthened broker relationships and created a foundation for further innovation across the commercial ecosystem.