Leading Travel Insurance Company

Industry: Travel and tourism

33%

Decrease in the processing time

21%

Reduction in manual casework

47%

Increase in customer satisfaction levels

The Client

Leading Travel Insurance is a Division of a leading insurance company. It is a one-stop-shop for international insurance options. It provides coverage for Non-U.S. citizens (Foreign nationals like parents or relatives visiting USA/Canada or worldwide) traveling the USA outside their home country, or US residents/Citizens are traveling outside the USA.

The Challenge

The client needed a software-based approach to managing, improving, and automating work, tasks, and activities their employees perform on-field every day. We were tasked with providing them a solution that would help them -

Quickly input all the customer’s documents.
Upload documents scanned from mobile devices into client files.
Extract client data when needed in the form of printable PDFs.
Allow the client to sign documents electronically.
Reduce the processing times for all customer's files.

Solutions Provided

View360 solution provided offsite access to all caseworkers to update case documents on laptops, tablets, and smartphones.
The ability to locate customer data through solution searches and filters
Automatically route delayed and critical cases to the insurer for prompt action.
Send email notification automatically to the customer, caseworker, and insurer when the case is complete.
An inbuilt log to track when, where, and who opened, edited, deleted, etc. any case file.

Brand Impact

33% Decrease in the processing time of all insurance case files.
26% Increase in efficiency with the ability to sort from all insurance types.
50% Increase in security with encryption secured customer data.
21% Reduction in manual case documentation work.
47% Increase in customer satisfaction levels with the prompt recommendation of insurance plans.