TrnDigital

BACKGROUND

Please describe your company and position.

I am the Chief Platform Officer of Lockton

Describe what your company does in a single sentence.

Insurance Brokerage and Reinsurance Brokerage 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TrnDigital to accomplish?

• Our goal was to leverage AI-driven automation to streamline data extraction from complex insurance documents. We wanted a solution that could ensure accuracy, security, and integrity while minimizing manual effort. Real-time monitoring and validation were key objectives to guarantee reliability, reduce errors, and deliver faster results with minimal disruption to existing processes.

SOLUTION

How did you find TrnDigital?

Referral

Why did you select TrnDigital over others?

• Great culture fit
• Good value for cost

How many teammates from TrnDigital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

TrnDigital partnered with us to develop an AI-powered solution for extracting and structuring critical data from complex insurance documents. Their team designed and delivered a secure, cloud-based API that automated data processing, improved accuracy, and reduced manual effort. By combining intelligent document understanding with robust validation, they enabled us to streamline operations, ensure reliability, and accelerate decision-making. The engagement was executed seamlessly and delivered clear business value.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The scope of work involved building an AI-powered solution to automate the extraction and structuring of data from complex insurance documents. TrnDigital designed and delivered a cloud-based API that streamlined document processing, ensured accuracy through intelligent validation, and reduced manual effort.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project met all milestones, delivering an AI-powered solution that automated data extraction with greater speed, accuracy, and security.

What was your primary form of communication with TrnDigital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was TrnDigital’s ability to pair robust technical architecture with a thoughtfully designed solution that delivered better accuracy and results. Combined with their responsive and client-first approach, they made the entire experience seamless and effective.

Are there any areas for improvement or something TrnDigital could have done differently?

Nothing notable — the engagement was smooth and well-managed.

BACKGROUND

Please describe your company and position.

I am an executive at East Coast Counterop INC

Describe what your company does in a single sentence.

We are a natural stone, quartz, and porcelain custom fabrication and installation business that focuses on countertops, showers, and fireplaces.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TrnDigital to accomplish?

• Leverage data insights to support informed decision-making across departments.
• Ensure consistent delivery and oversight of key technology initiatives for operational efficiency.

SOLUTION

How did you find TrnDigital?

Referral

Why did you select TrnDigital over others?

Referred to me

How many teammates from TrnDigital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team helped us with planning, configuration, and ongoing support. The engagement included technical implementation. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project met all milestones, improved our internal processes, and delivered the value we were aiming for.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They worked in teams of consultants with a project manager.  Timelines were given prior to start and they delivered on the timeline and the goals we agreed to aim for.  

What was your primary form of communication with TrnDigital?

Virtual Meeting

What did you find most impressive or unique about this company?

Their client-focused approach impressed us. TrnDigital was responsive, flexible, and proactive — we always felt supported.

Are there any areas for improvement or something TrnDigital could have done differently?

Nothing notable — the engagement was smooth and well-managed.