Atlas Mutual Financial

Board Report · Q2 2026

Prepared for

Atlas Mutual Financial

180 employees · $42M USD

School16

Adoption rate

73%

Hrs/week saved

340

Workflows shipped

12

Annualized $ impact

$340K

Mapped to P&L line items

P&L lineMetricBeforeNowΔ
Claims processing costUSD per claim$48$31−35%
Sales cycle lengthDays4234−19%
Customer service handle timeMinutes9.26.4−30%
Underwriting time to quoteHours2617−35%

vs. industry baseline

Source: McKinsey State of AI 2024 · BCG Build for the Future 2024

Weekly active AI users

73%vs 18% industry

Workflows in production after 90 days

12vs 2 industry

% of pilots that reach P&L impact

83%vs 11% industry

Next quarter recommendation

Expand the program to Operations and Finance, replicating the Claims pattern. Projection: +$520K annualized and a move to top-3 in the peer benchmark.

Signed off by: María González, Program Director, School16Confidential · Atlas Mutual Financial