How a Large Insurer Deployed AI Data Compliance at Scale

A major life insurer protecting more than five million customers needed a more effective way to manage sensitive data and strengthen compliance. With billions paid in claims each year and cyber security as its top customer principle, the organisation turned to Castlepoint’s AI-driven governance to align protection, efficiency, and trust.

The Challenge

Operating for over 150 years, the insurer manages more than 30,000 systems and an expanding estate of unstructured data. Manual oversight of records and discovery processes was slow, costly, and exposed the organisation to risk. Sensitive information could not be identified quickly enough, compliance reporting required heavy manual effort, and redundant or high-risk records were difficult to control at scale. To protect customers and meet strict regulatory obligations, the insurer needed a solution that could automate classification, reduce audit and discovery costs, and deliver transparent, real-time data governance across all systems.

The Solution

The insurer selected Castlepoint following a global search to provide privacy, audit, security, discovery, and records management compliance across its core internal business systems, configuring its disposal schedule and organisation-specific taxonomy to automatically classify all the content. Castlepoint is the automated records management system for the unstructured data estate, helping this client to meet its non-negotiable business principles of compliance, respect, fairness, sustainability, proactive risk management, and privacy and protection of data.

The Outcome

With Castlepoint in place, the insurer has transformed its approach to compliance and risk management. Sensitive data can now be identified and governed in real time, audits that once required manual effort are automated, and discovery processes are significantly faster and more cost-effective. The organisation has reduced financial and regulatory risk, improved operational efficiency, and strengthened trust with stakeholders by embedding privacy and protection as everyday practices.

“One of this company’s values is ‘doing the right thing’, which is also a Castlepoint value. Protecting stakeholders is always the right thing to do, and we are excited to support this organisation to meet its stakeholder expectations, at the same time as increasing value, meeting obligations, and reducing financial risk. Governing information effectively brings enormous benefits to operations, as well as to reputation and trust, and is one of the best ways to support clients.”
Rachael Greaves, Castlepoint CEO

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