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
- View 360 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.
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