Supercharging Insurance Business with Automations
With rapidly evolving changes in the insurance industry, it has become increasingly complex for the insurance companies to keep pace with the changing environment. Customers, Regulators and Top Company management have become more and more demanding. Streamlined processes, quicker responses, easier and faster processing have become the norm. Insurance processes have always been very labour-intensive […]
Automating Financial Reporting Process for global manufacturing company making it stress and error free.
Challenges: Extracting base reports from ERP was a manual process that involved collating, updating and formatting information in one single excel template Time Consuming Compilation process for FP&A which is crucial for month end close reporting due to stringent reporting timelines. Any error in compilation caused to re-perform the activity and stress. Manual data […]
Streamlining and scaling ‘Maturity Pay-out’ process by eliminating errors and re-work with Intelligent Automation
Background: The customer is a General Insurance client with multiple locations settling about 4 lakh claims annually and having over 20,000 agents Line of Business: Policy Servicing Function : Maturity Process Focus: Maturity Pay-out to policy holder Challenges: Accessing and extracting policy holder information from multiple data sources like Life Asia, CLS, MIS, Payment Assistance […]
Sales Productivity by enabling SAP data in Salesforce1 app
Background: A leading Agro science company wanted to enable analytics for large number of sales reps. The Sales team used Salesforce CRM for opportunity tracking and SAP for product availability. Salesforce CRM had a mobile app called Salesforce1 which was extensively used by the field force. Challenge: SAP data from the traditional reporting […]
Consolidation of Sales, Budget, Forecast data for multiple subcompanies and acquisitions to give an simplistic view for decision making and tracking.
Background: The customer is a leading mobility solutions provider in US, operating across multiple channels with a wide geographic footprint having extensive service offerings. Challenge: Millions of transactional records were available in different databases of different subcompanies and acquisitions. Budget data is in Excel files There is a separate set of logic […]
Large Insurance company had a lot of data in their source systems like Policy Asia.
Background: Large Insurance company had a lot of data in their source systems like Policy Asia. There were 100s of reports on top of this data based on cubes. There were almost 100 different Channels and diverse types of datasets like login, issuance, WFP, WRP, etc. Challenge: Only nightly refresh was possible as traditional […]
Large General Insurance Company increases Revenue while improving Customer experience and making Claims process scalable
Background: Vertical: General Insurance Function: Claims Processing Focus: Motor claims Opportunity: Large General Insurance company had increasing motor claims with increasing business. Manual process was a drudgery and recruiting and managing large teams was taking time. This was leading to stress on the existing team and Customer experience due to high turnaround time. Scaling up […]
