A major US insurer was gearing up for potential M+A, but data chaos was hindering their readiness
A leading East Coast insurer with more than 500 employees and thousands of policyholders was gearing up for growth and potential M&A. But years of data sprawl, siloed systems, and manual processes stood in the way, creating risk, driving up costs, and slowing progress.
Modernizing for M&A: 40% of records disposed + $11 million in productivity recovered
The customer is a privately‑owned insurance provider on the U.S. East Coast. More than 500 employees serve thousands of policyholders across multiple lines of business.
RecordPoint lets us focus on what we do best, while giving us confidence our data is secure, compliant, and future-ready.
Challenges
Siloed platforms and manual record‑keeping had allowed information to accumulate unchecked across the business's data estate. Obsolete files dating back to the early 1990s sat beside sensitive, business‑critical data, making it difficult to know what existed, where it lived, or how long it should be kept.
Employees spent valuable hours classifying content by hand, resulting in inconsistent tagging, wasted effort, and heightened risk from human error. Department‑by‑department interpretations of retention rules drove up storage costs, complicated audits, and threatened the organization’s M&A readiness.
To put it simply, the organization was experiencing data chaos.
Results
When RecordPoint entered the picture, the organization gained the visibility of a single lens across structured, unstructured, and legacy repositories, without a costly migration.
Automated classification, privacy signals, and in‑place governance enabled staff to identify ROT data quickly, enforce consistent policies, and safely remove expired records.
Within months, the insurer earmarked a hefty 40% of its electronic records for destruction, saving more than $100,000 a year in storage and returning an estimated $11 million in employee productivity. Executives now have confidence that data is secure, compliant, and ready for future acquisitions.
Why RecordPoint?
- No migration, no disruption. Managing records in place, RecordPoint eliminated the need for costly data migrations and allowed teams to modernize without disrupting day-to-day operations.
- Total data visibility. Teams gained unified oversight across structured, unstructured, and legacy sources, finally seeing what data they had, where it lived, and how it should be governed.
- Built-in privacy protection. Advanced PII detection and privacy signals helped identify sensitive information faster and reduce the risk of data breaches and regulatory exposure.
- Flexible for the future. RecordPoint supported cross-platform governance, giving the organization the agility to adapt systems, integrate acquisitions, and scale governance through M&A and modernization.
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