The Challenge

Repetitive, illogical, and siloed workflows across the business.

The agency engaged Credera to find a solution for automating time-consuming workflows and handling large amounts of information. Before our partnership, the agency experienced the following business challenges:

• Manual, repetitive operations that pulled teams away from achieving larger business goals

• Absence of routing logic and workflows

• Validating millions of records with outdated legacy technology

• Lack of personalized customer experiences

The Solution

A unified platform tailored to cater to specific markets and customers.

Credera worked with the agency to build a single platform for underwriting, customized exclusively to cater to the firm’s Indian market. The platform created greater transparency and streamlined all lines of business and incoming channels such as agents, branches, and web aggregators.

Using Pega’s case management solutions, we automated underwriting processes to help transmit information across the business more efficiently and improve overall visibility.

The Results

Reduced turnaround time and a smoother customer experience.

As a result of our partnership, the agency saw the following positive impacts:

• Better transmission of information within the process flow

• A unified platform for all lines of business and incoming channels

• Quick visibility across a case flow cycle

• Greater transparency across customer engagement

• Increase in productivity and accountability

• Shorter turnaround time for new business processes

• Ability to validate millions of records in less time

• Easy pricing adjustment for different client needs

• Smooth tie-up with channel partners for quote management