From Tactical Fixes to Strategic Partnership: Supporting Long-Term Growth for a National Insurance Broker

Hylaine became a trusted extension of the client’s team—solving immediate pain points and co-creating sustainable systems to support growth and change.

Client Overview

A top-20 national insurance brokerage serving both commercial and personal clients with tailored risk management solutions. The client has grown rapidly through acquisitions and platform investments, requiring agility and reliability from its technology partners.

The Challenge

The client initially came to Hylaine for help with a stalled integration project. Like many high-growth companies, they were juggling legacy systems, vendor limitations, and siloed processes. As trust grew, so did the ask: deliver not just fixes, but structure—build systems and capabilities that could grow with the business.

From platform integration to work management to data architecture, the client needed a strategic technology partner who could move fast, think long-term, and work shoulder-to-shoulder with their internal team.

The Solution

What began as a single engagement grew into a multi-year partnership spanning development, data, platform strategy, and delivery leadership.

Key highlights of Hylaine’s work included:

Rescuing and completing a mission-critical integration between a legacy platform and a new agency management system

Leading application development and platform optimization to improve client and agent experiences

Designing and delivering a modern data warehouse to support reporting and analytics needs across departments

Implementing Smartsheet for work management, including intake processes and dashboards for project visibility

Providing fractional delivery leadership to bridge gaps and drive transformation from within

Hylaine operated as an extension of the client’s team—trusted, embedded, and always aligned to real business outcomes.

Impact & Results

Delivered a reliable integration platform that enabled system sunset and cost savings

Increased visibility across functions with modern dashboards and reporting

Reduced project chaos with structured work intake and delivery oversight

Strengthened internal team capabilities through partnership and knowledge transfer

Built a foundation for scalable growth with data, platforms, and delivery all aligned.

CEO Viewpoint

“We earned their trust by showing up, solving real problems, and staying consistent. That’s how partnerships are built—and how they last.”

— Adam Boitnott, CEO

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