Case Study / Insurance · Applied AILive

The AI automation layer for insurance.

Streaver took Apeironix from a proof of concept that timed out on a single document to a multi-tenant, self-service platform that cuts agency busywork by more than 80% — and is now processing live carrier data in production.

Client
Apeironix, Inc. · sister to Triforta
Industry
Insurance technology
Location
Reno, Nevada · US
Engagement
Q1 2025 → Ongoing
Scope
AI platform, AWS architecture, full-stack, UX/UI
80%+Time saved for agencies on policy data extraction & AMS hydration
1 → ∞From single-file processing to concurrent, multi-tenant throughput
Nov 2025Self-service portal launched to market after investor expansion
5.0/5Verified Clutch rating — quality, schedule, cost, willingness to refer
01The Client

Triforta turned its own AI tool into a product.

Headquartered in
Reno, Nevada · US
Founder & CEO
Rodney Mattos
Sister agency
Triforta
Stage at engagement
Proof of concept → product

Apeironix is an insurance-automation company that turns the unstructured chaos of the insurance back office into clean, actionable data. It extracts information from disparate documents, PDFs, and carrier emails, uses it to hydrate agency management systems and CRMs, and layers automation on top to eliminate the mundane work that drains an agent's day.

The company was born inside Triforta, a tech-forward insurance agency where founder Rodney Mattos had been training his own language models to understand insurance terminology and solve his own team's problems. Triforta became the first proving ground — and the demand from peers who saw it working became the reason to turn an internal tool into a product.

02The Challenge

A POC that timed out on a single document.

Rodney came to Streaver through a referral from a longtime collaborator after a US consulting firm vouched for the team. The first ask was sharp and unglamorous: the existing proof of concept didn't scale.

01

Synchronous, blocking API

One file at a time. The moment two documents — or two users — hit the system at once, it timed out.

02

No retries, no progress

Zero job tracking. No way to give a user feedback while extraction was running.

03

Trapped inside Salesforce

Meant to live inside Salesforce and serve a whole agency — but couldn't survive concurrent requests.

04

Engineer-in-the-loop onboarding

Every new agency required Apeironix engineers. Not a product yet — still a service.

The AI document extractor ran on a synchronous, blocking API. It could process exactly one file at a time. The moment two documents — or two users — hit the system at once, it timed out. There were no retries, no job tracking, and no way to give a user feedback on progress. For a tool meant to live inside Salesforce and serve a whole agency, that was a hard ceiling.

The deeper challenge was strategic. Apeironix didn't just need a more reliable script — it needed to become a product other agencies could buy and run themselves, without Apeironix's engineers in the loop for every onboarding.

03The Solution

First reliable. Then a platform.

Streaver embedded a dedicated pod that worked in synchronized cycles with Apeironix's leadership and delivered in two deliberate phases — first making the engine reliable, then turning it into a platform.

Phase 01 · The async backbone

From timeouts to throughput

Streaver designed an AWS-native serverless middleware to sit between Salesforce (where users trigger extraction) and the AI extractor. It introduced asynchronous processing, concurrent handling of many documents from many users, automatic retries, queue-based job scheduling, and clear progress feedback — all under a multi-tenant model with API-key authentication, file encryption, and data-lifecycle policies built for insurance compliance.

Phase 02 · The platform

From engine to product

As the system matured — and outside investors came on board — scope accelerated. Streaver architected the full integration backbone linking Salesforce CRM, Apeironix's own small and large language models, and AWS infrastructure into a single coordinated engine, then built the self-service portal: onboarding, role-based access, subscriptions, and a modular tool catalog any agency can adopt on day one.

04Under the Hood

Serverless, multi-tenant, insurance-aware.

A serverless, multi-tenant architecture that coordinates job creation, gateway authentication, task orchestration, and file lifecycle — the core engine powering every automation in the platform.

TriggerSalesforceAgent kicks off extraction inside the CRM
OrchestrateAWS MiddlewareAPI Gateway · SQS queue · Lambda workers
IntelligenceApeironix SLMs / LLMsInsurance-trained extraction & structuring
DeliverAMS & CRMStructured data routed back & hydrated
API Gateway · request handlingLambda · async processingSQS · job schedulingS3 · secure file lifecycleDynamoDB / RDS · transaction stateCloudWatch · retries & observabilityMulti-tenant · strict data isolationAPI keys · Cognito upgrade path
05What We Shipped

A catalog agencies enable themselves.

A modular catalog of AI tools that agencies enable through a self-service portal — with onboarding that recommends the right modules, role-based administration, and subscription management built in.

Policy Data Extractor

Pulls policy data from carrier PDFs and emails, ending manual rekeying.

Commissions Statement Extractor

Turns carrier commission statements into clean, reconciled revenue data.

Comparative Rates

Retrieves bind-ready premiums across carriers via AI parsing and APIs.

Proposal Builder

Auto-generates white-labeled proposals in seconds, not hours.

Policy Comparison

Side-by-side AI comparison that surfaces coverage gaps instantly.

Self-Service Portal

API keys and data mapping let agencies onboard with zero dev work.

06The Results

Prototype to market-ready — on time, on budget.

Streaver carried Apeironix from prototype to a market-ready product — on time and on budget — while absorbing waves of new ideas that would have stalled most teams. Work that could have taken an average shop 6–12 months of change requests was turned around fast enough that Apeironix chose to move its launch later simply to fit more value in before going to market.

Today the platform is live in production, processing real commission statements across national carriers, with agencies cutting back-office time by more than 80%. The relationship is ongoing and expanding into new modules and a fully embedded, portal-less integration path.

  1. DEC 2024Referral & discoveryIntroduced through a trusted referral; the async-middleware problem is scoped.
  2. Q1 2025Kickoff & the backboneAWS serverless middleware replaces the single-file POC with real throughput.
  3. MID 2025Prototype → MVP → betaPilot agencies get early access; ROI and time savings are proven.
  4. NOV 2025Self-service launchThe portal goes to market — deliberately timed to ship more value.
  5. 2026Live & expandingIn production across national carriers; new modules in active development.
I wish I could give Streaver a six.
Rodney Mattos
Rodney MattosFounder & CEO, Apeironix, Inc.

"Streaver has handled the extra work and additional requests amazingly." — verified Clutch review, 5.0 across quality, schedule, cost, and willingness to refer.

07Why It Worked

A vendor that learned the business.

Apeironix didn't hire a vendor; it gained a partner that thought like an owner. Streaver pushed back when it saw a better path, kept communication right-sized with weekly working syncs, and went a step further than most — taking a seat in Apeironix's own producer-training program to learn the language of insurance and shorten every future build.

Tala
Tala
Team Leader

Team leader for the Apeironix engagement — delivery cadence and client alignment.

Anush Aharonian
Anush Aharonian
Senior Full-Stack

Senior full-stack engineer across the AI automation platform.

Juan Pablo Rubio
Juan Pablo Rubio
Senior Full-Stack

Senior full-stack engineer across the AI automation platform.

Santiago Bentancour
Santiago Bentancour
Senior Full-Stack

Senior full-stack engineer across the AI automation platform.

Axel Cola
Axel Cola
Junior Full-Stack

Full-stack engineer supporting delivery across the platform.

An idea outgrowing its prototype?

We turn POCs into platforms — without burning the foundation.

From a single-file proof of concept to a multi-tenant, self-service AI platform in production. If your AI demo works but won't scale, you're where Apeironix was a year ago.

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