Fortune 500 Insurer Selects Alkymi for Private Credit Operations

A leading Fortune 500 insurer with a $700B+ investment portfolio has selected Alkymi to automate document-intensive private credit workflows.

As its private credit portfolio continued to grow, the firm's operations team faced increasing challenges managing and monitoring loan agent notices (LANs) across fragmented systems and manual processes. Reliance on outsourced managed services added operational costs, complexity, and delays in delivering critical investment data to downstream workflows.

The firm selected Alkymi to automate the end-to-end processing of loan agent notices, transforming unstructured documents into validated, workflow-ready data. By replacing a fragmented operating model, the organization will gain greater transparency, improve operational efficiency, reduce manual effort, and establish a scalable foundation for continued growth in private credit.

Like many large insurers with complex fixed income and alternative investment portfolios, the firm recognized that modernizing loan agent notice processing is often the first step toward broader investment operations transformation across asset classes.

We're excited to partner with them as they scale and transform their private credit operations and help shape the future of private credit operations through innovation and automation.

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