Case study: Peter J. McBreen & Associates
Modernizing legacy systems and bringing applied AI to aviation insurance operations
Challenge:
Manual, fragmented billing workflows tied to a legacy time-tracking product created multi-step approval bottlenecks and slowed cash flow, while more than five decades of historical claims data remained difficult to query and underused in day-to-day decisions.
Outcome:
JBS Americas delivered a fully custom billing and time-tracking platform to replace the legacy system, then layered an AI chat agent and email automation that put 50+ years of institutional claims data and routine customer communication directly at adjusters' fingertips, all without disrupting business continuity.
In their words
“It's really important for a small business like us to begin to incorporate AI into our business so we remain competitive.”
Client snapshot
Peter J. McBreen & Associates is a US-based third-party administrator serving the aviation insurance industry. The firm manages claims for insurers and the airport-based businesses they cover, including ground handling, fuel delivery, cargo operations, and passenger services, drawing on more than five decades of specialized institutional knowledge.
The challenge
McBreen's billing and claims operations relied on aging tools and manual hand-offs that slowed cash flow and limited the value the firm could extract from its own data:
- An aging time-tracking and billing product with limited customization, built for an earlier era of TPA workflows
- Multi-step billing approval cycles across adjusters, administrators, and senior management that created bottlenecks and slowed cash flow
- More than five decades of historical claims data locked inside legacy storage, making answers slow and labor-intensive to surface
- Manual email handling that pulled adjuster time away from higher-value claims work
- A small-business operating model with no room for inefficient processes while competing against larger TPAs
The business impact
- Billing approval bottlenecks eliminated, with bills going out on a regular and predictable cadence
- Improved cash flow as a direct result of faster, more consistent invoicing
- Historical data answers delivered in minutes rather than days for faster client and management response
- Streamlined adjuster workflows through email automation and unified platform access
- A small business positioned to compete with the efficiency and intelligence of a much larger operation
The solution
JBS Americas modernized McBreen's billing operations, then layered applied AI on top in two phases, delivering:
- A unified platform for time entry, invoicing, and approvals in one place
- Streamlined single-path approval across adjusters, admin, and senior management
- Greater management control with more accurate, client-tailored billing
- A secure AI chat agent for natural-language search of 50+ years of claims data
- Email automation that surfaces customer emails directly inside the platform
Results achieved
Days to minutes
for historical data queries through the AI chat agent
5+ decades
of institutional claims knowledge made instantly accessible to adjusters
Faster, more consistent cash flow
through a streamlined billing approval cycle
End-to-end automation
of time capture, invoicing, and customer email handling
A long-term partnership
with continued engagement on claims setup and additional workflows
Why JBS
- Custom software development tailored to specialized insurance and TPA workflows
- Applied AI experience grounded in real business outcomes and secure legacy data access
- Two-phase, partnership-led delivery that earned trust before expanding into AI
- US-based engagement backed by JBS Global's enterprise pedigree and global delivery footprint