Outsource Function -
Account creation under EPIC

The Client:

A US-based multi-line insurance agency.

Scope of Work

Complete Support With:

Account creation under EPIC (central software repository)

The Client:

Process Bottlenecks

Time-consuming analysis of coverage during account creation resulted in severe operation lags and high costs. The client approached Cogneesol to affect both time and cost efficiencies in their account creation operations.

Cogneesol’s Optimization Solution

Cogneesol’s team proactively mapped the as-is account creation process of the client to identify steps that were time-consuming and causing inefficiencies. Our deep dive revealed that in a 50+ pages pdf document, bound coverage, instead of being in a sequence, was spread all over the document. Compounded by the validation required on contents of the bound proposal to the quotation, the time requirement of individual accounts went up significantly.

We designed an efficient alternative to the process:

  • We created a rule book for contents requiring validation
  • The rule book served as a guide to design a one-pager template for overall account creation. This template saved reference time for specific information from master documents during account creation.

There has been a huge shift in the way our customer perceives us. Our efficient processes have made us a sought-after agency, resulting in a big uptake of our business. With Cogneesol handling our processes and making them smart and agile, we have been able to put ourselves in a firm growth mode.

Impact Delivered

Enabling a US-based specialty insurance agency to enhance customer servicing and increase business spread through 66% productivity gains and 33% capacity creation.

The client’s account creation process underwent an immediate turnaround with the introduction of the rule book and the summary template.

  • Volume processed per shift increased by 33% per FTE per day
  • Productivity increased by 66 %
  • The capacity created allowed the client’s onshore team to focus on core areas of sales, enabling enhanced customer servicing and increased business spread

Client Testimonials

It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.

Get in Touch With Us

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