Client Case Study

SPJST: Accelerating Innovation and Growth

How illustrate inc. helped SPJST replace paper-based processes with a connected digital workflow — and launch a new product line in under two months.

Illustrations

eApp

Underwriting Assist

Needs Analysis

Quote Compare

D2C

eDelivery

Group Insurance

Client
SPJST
Service Area
Texas
Products Offered
Life Insurance, Annuities
The Challenge

Ready to move beyond paper

SPJST was ready to replace paper-based processes with a connected digital workflow. Its existing system could not transmit applications directly to the home office, requiring them to be sent by fax, email, mail, or hand delivery.

Underwriting staff carried a heavy manual workload, gathering supporting artifacts and cross-checking information across multiple systems. Missing information often meant supplemental questionnaires had to be mailed back to agents, slowing decisions and delaying agent compensation.

They needed technology that could scale alongside their business and a collaborative team to support emerging opportunities.

The Solution

Modernizing sales-to-issue, together

illustrate inc. partnered with SPJST to modernize its sales-to-issue workflows. The engagement focused on understanding how the organization operated and configuring the platform for how their teams operate.

Fit Existing Workflows
Rather than asking the business to adapt to a predefined solution, illustrate inc. configured the new illustration and eApplication experience around SPJST's existing processes — a seamless path from the field to the home office with minimal operational disruption.
Extend the Platform
As SPJST prepared to introduce its new Group Insurance offering, illustrate inc. designed and configured a new module for their requirements within the existing platform — a cost-effective way to pilot a new business concept and meet their board-approved launch date.
Reduce Manual Work
The new eApplication experience gathers complete information earlier, eliminating much of the supplemental questionnaire follow-up that had previously delayed underwriting. Underwriting Assist consolidated the ordering and management of requirements from multiple vendor systems into a single workflow.
Grow with Confidence
SPJST worked directly with the implementation team throughout the engagement, refining workflows and validating changes before they reached production. Dedicated test environments remain in active use today, supporting future enhancements as the business evolves.
The Outcomes

More than a digital sales process

The project gave SPJST a platform that immediately improved day-to-day operations while supporting new business opportunities.

100%
Platform adoption across SPJST's agent network
<2 Months
From concept to production for the new Group Insurance offering
~50%
Faster than a typical enterprise implementation timeline

To work with a company on such a large and ever-evolving project is daunting; however, working with a company that strives to understand your goals and vision, and make you feel comfortable throughout the process, is amazing.

Doni Powell — Life Underwriter, SPJST

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