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- Automating the Policy Jacket Creation Process for Four Underwriters Across Five Brands
Case Study
Automating the Policy Jacket Creation Process for Four Underwriters Across Five Brands
Domain: Real Estate
Product line :
Key Challenge:
- The manual creation of policy jackets for different underwriters and brands became time-consuming and repetitive, overloading the policy department.
- The expanding organization, which includes diverse brands, needed to maintain operational efficiency without increasing staff.
- Manual processes increased errors and delayed operations, significantly impacting the department’s efficiency.
Our Solution:
The Result:
Achieved a 98% reduction
in manual work with 100% data accuracy.
The solution eliminated
the need for workforce expansion while improving operational efficiency.
Managers were empowered
to review statistics in real time using the dashboard, improving decision-making.
