FileGate — Naming Compliance Auditor + AI Intake
Built and deployed an AI-powered data-governance platform that audits about 67,000 client files against policy and files new documents automatically using LLM field extraction.
Forrest Swan III · SystemSerenity
Agency Operations & Systems Manager at Kasey Osman Insurance
I own systems architecture, automation, data governance and cybersecurity at an Allstate agency in Melbourne, Florida, and I build the internal tools the team runs on: a file-compliance auditor, AI-assisted triage, training apps and the workflows that connect them.
Dependable systems you can count on.
Workflows and data that work together.
Built to scale with your business.
Selected work
Each project has a written case study. Source code is private; walkthroughs are available on request.
Built and deployed an AI-powered data-governance platform that audits about 67,000 client files against policy and files new documents automatically using LLM field extraction.
Automated the underwriting-notice workflow end to end: LLM-powered triage, a web-based work board and two-way Slack integration for accountability and SLA tracking.
Designed and shipped an offline Python desktop application that prepares insurance agents for Florida state licensing exams across six license tracks.
Open source
Production source stays private. These 4 public tools distill the same patterns, with tests on every push.
Finds staff names, internal hostnames, private IPs and secrets before a repository or website goes public, including in git history you thought you deleted.
Policy-as-code for shared drives: audits every folder and file name against a records policy written in JSON and scores compliance with a reason code per violation.
Rolls out a WireGuard VPN to Windows laptops where users don't have admin rights, and lets them turn the tunnel on and off without ever seeing a key.
Two Google Sheets custom functions for SLA reporting: business hours elapsed between two timestamps, and the due time for an SLA measured in business hours.
How I work
Clear processes. Clear direction.
Make better decisions with the right information.
Less chaos. Less stress. More time to lead.
In practice: policies get written down as data before code enforces them, anything that can't be derived goes to a review queue instead of being guessed, and the larger tools ship with automated tests.
Services
SystemSerenity also takes on a small number of fixed-price projects for small businesses: the same systems thinking, scoped so you know the cost up front.
From $399 one-time build
A one-page site ($399) or a 5-page site ($599), delivered in 7 days, with no CMS to maintain.
From $300 fixed fee
Fixed-fee automation built in your own accounts, handed over with a runbook and 30 days of email support.