Insurance Software

Commercial Lines Insurance Broker Automation

Commercial Lines Insurance Broker Automation

An insurance broker specializing in commercial real estate with 5 500 corporate customers was in need for improving their operational processes, especially within policy admin, commission- and report management. With focus and high targets set on quality and customer care it was vital to delete manual processes freeing up time to further increase customer value. 

 After thorough business analysis a project was initiated where the entire business was migrated within six months into Insicon i2i and the system supporting the full policy lifecycle throughout their business line. With automated process in offer generation to policy conversion, commission handling, correspondence, document handling, billing, and renewals. This enables the company to increase its focus on quality and customer care, whilst also obtaining better control of their business and processes without IT-skills.

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