Automation Helpers
Case Study
Insurance Client

Innovating the insurance industry

The insurance industry is behind when it comes to technology adoption. Learn how David French and Nicolas Lares of RiskT3k partnered with Automation Helpers to streamline client experiences.

Executive summary

Project context at a glance.

The insurance industry is behind when it comes to technology adoption. Learn how David French and Nicolas Lares of RiskT3k partnered with Automation Helpers to streamline client experiences.

Platform stack

SmartSuite, Noloco, Make, Zapier

Client

Insurance Client

Industry

Insurance

Company size

Small Business

Primary platform

SmartSuite

Engagement

Business TransformationOperations SystemCustom AppPortal

Results

What changed after the implementation went live.

Skim the outcomes quickly, then expand the item you want to inspect in more detail.

Built a highly scalable database architecture actively managing thousands of claims across a fleet of over thousands of commercial vehicles.

Client feedback

What the team said about the work.

Direct feedback from the client team adds context to the delivery proof above.

"Automation Helpers helped us streamline client experiences in a practical way that fit how our team actually works."

David French

Co-Founder

RiskT3k

Video walkthrough

Watch the project context in a more visual format.

Prefer a narrated explanation? This walkthrough adds supporting context to the implementation details and outcomes outlined above.

Ready to move

Planning a project like this?

If you're evaluating a similar business transformation project on SmartSuite, we can help you scope the right architecture, implementation plan, and rollout approach.

The best next step is usually a short architecture conversation to confirm fit, scope, and what should stay native versus custom.

Prefer to start with platform fit first? We can help scope the right architecture before implementation begins.