Insurance Policy Automation
Challenges
Develop and implement a client request processing solution aimed at streamlining and automating client request processing, enhancing its efficiency and accuracy.
This would strengthen the company’s competitive position as a part of the insurance market.
Solution Highlights
The insurance company was grappling with inefficient client request processing that averaged 7-8 hours and was often riddled with manual data entry errors. Data discrepancies led to inaccuracies in customer information and the subsequent provision of erroneous insurance offers.
In a market saturated with competition, this posed significant challenges, deterring potential clients.
Results
- Camunda and RPA integration reduced application processing from hours to minutes.
- Quotas have become more personalized and attractive to customers, increasing the likelihood of being chosen as the preferred insurance company.
- Automated data transfers enhance quota system accuracy over manual entry.
- Clients now complete fewer online forms, saving time and effort.