Story
Fiserv
Moody'sMoody's Brings Policy and Claims onto Fiserv
Moody's, a financials organization in the United States, uses DNA from Fiserv to support insurance operations for underwriters and claims handlers.
Underwriters and claims handlers at Moody's review policy and claims in DNA rather than in personal files.
“Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.”
“Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Policy and claims can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for policy and claims |
| Capability | Insurance operations stays visible to adjacent teams through DNA |
Story
Inside Moody's, insurance operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.
Moody's uses DNA from Fiserv as the working layer for policy and claims. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. The practical change is simple: insurance operations has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Moody's gets from Fiserv is a durable place to run insurance operations and a way for underwriters and claims handlers to see the same policy and claims at the same time.
