Wishtree Technologies

From Legacy Data to Lightning-Fast Search: Transforming Insurance Risk Assessment

 Product Engineering

Confianza Case Study Image
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The
Overview

Wishtree partnered with Confianza, a leading insurance data and analytics provider, to overcome critical limitations in their legacy data system. We engineered a modernized data infrastructure that enabled sub-second search across 250+ million records, transforming their data accessibility and client integration capabilities.

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Problem
Statement

Confianza’s growth and service quality were severely constrained by an outdated, inflexible data infrastructure. Their legacy system created critical operational and competitive bottlenecks:

  • Poor Data Accessibility: Insurance professionals couldn’t efficiently access Confianza’s valuable data insights due to slow, cumbersome retrieval from a CSV-based storage system.
  • Lack of Scalability: The legacy architecture could not support future data growth or handle increasing client demand, threatening business expansion.
  • Complex Client Integration: Onboarding new clients was slow and difficult due to the absence of modern API infrastructure, hindering sales and partnerships.
  • Severe Performance Constraints: The system’s architecture prevented the sub-second search capabilities required for real-time risk assessment, damaging client satisfaction and competitive positioning.

Highlights

Lightning fast search

Lightning-fast search

Seamless data migration

Seamless data migration

Scalable API ecosystem

Scalable API ecosystem

Intuitive user portal

Intuitive user portal

Enhanced functionality

Enhanced functionality

Modern & scalable foundation

Modern & scalable foundation

 

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Agentic AI refers to autonomous, goal-driven software agents that act with
limited human input to optimize specific goals like pricing, forecast demand,
and detect fraud in real time.

 

About Client

Confianza is a leading insurance data and analytics provider, offering critical risk assessment insights to insurance agents and companies. Their core business relies on efficiently delivering accurate data from a massive repository of over 250 million records to clients who depend on fast, reliable information for underwriting and pricing decisions.

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Challenges
  • Data Accessibility Barriers: Insurance agents and companies couldn’t efficiently access Confianza’s valuable insights due to slow, cumbersome data retrieval.
  • Scalability Limitations: The CSV-based system couldn’t support future data growth or handle increasing client demand.
  • Integration Complexity: Client onboarding was slow and difficult without modern API infrastructure.
  • Performance Constraints: Legacy architecture prevented the fast search capabilities needed for real-time risk assessment.
Solution
  • Migrated & Processed Data: Built custom Node.js applications to process 250+ million records into MongoDB Atlas, using AWS containers for parallel processing acceleration.
  • Enabled Lightning-Fast Search: Implemented MongoDB Atlas search capabilities with optimized algorithms for person, address, and household searches achieving sub-second response times.
  • Created User-Friendly Access: Developed a comprehensive admin portal and client UI for easy data request submission and instant results.
  • Established API Ecosystem: Built robust REST APIs supporting high-volume client integrations with thousands of daily calls.
  • Enhanced Functionality: Implemented advanced features like PDF order generation and replacement cost calculators using AWS services.
AI in Action
  • Intelligent Data Migration: Engineered custom Node.js applications and leveraged AWS containers to intelligently process, cleanse, and migrate 250+ million records from legacy CSVs into MongoDB Atlas in parallel, ensuring data integrity and speed.
  • Advanced Search Optimization: Implemented and fine-tuned MongoDB Atlas’s native search capabilities with custom algorithms specifically for person, address, and household lookups, engineering the system to achieve consistent sub-second response times.
  • Automated Ecosystem Development: Built a robust, scalable API ecosystem and user portal that automated the entire client workflow from data request submission to instant result delivery and PDF report generation, transforming manual processes into seamless digital experiences.

Core Features

High-Performance Search Engine

Scalable Cloud Data Pipeline

Enterprise-Grade API Ecosystem

Unified Client & Admin Portal

Advanced Service Layer

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Impact

  • Sub-second search performance across 250+ million insurance records
  • Successful onboarding of high-volume clients processing thousands of daily API calls
  • Zero downtime during migration from legacy CSV system to modern database
  • Enhanced client satisfaction through instant data access and user-friendly portal
  • Future-proof scalability to handle continued data growth and client expansion
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Outpace Competitors: Unlock Lightning-Fast Risk Assessment with Modern Search

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