Case Study

Case Study

Insurance broker speeds data integration via automation

  • Insurance
Insurance broker speeds data integration via automation

Overcome the manual coding struggle to onboard data faster and drive customer communication

In this case study, a major life insurance and group benefits company showcases its journey toward operational efficiency and enhanced customer service through the adoption of Adeptia’s reusable self-service templates. Initially grappling with high operational costs and prolonged onboarding times, the company was in need of a solution that could streamline its processes and improve its service delivery.

This case study details the transformative approach the company took, opting for Adeptia’s innovative technology. By implementing reusable templates, they were able to significantly reduce the time required for benefits enrollment. This not only resulted in a 50% reduction in onboarding time but also led to a considerable decrease in the workload for IT staff. The move towards a more efficient system freed up resources, allowing the company to focus on other critical aspects of their business.

The benefits of this transformation extended beyond just operational efficiencies. The company witnessed a substantial improvement in the customer experience. Faster onboarding processes meant that clients could access their benefits sooner, leading to higher satisfaction rates. Additionally, the ease of use and the streamlined process also positively impacted the provider ecosystem.

This case study is a valuable resource for business leaders and IT professionals in the insurance sector. It serves as a real-world example of how embracing technological solutions can lead to significant improvements in business operations. Download the full case study to explore the in-depth analysis of this transformation and discover actionable insights for your own business practices.