Insurance Backoffice Pro Elevates Efficiency, Cuts Operational Costs by 50% for US Insurance Firm with Intelligent Workflows

The client, a reputable mortgage lender and insurance agency founded in 2010, provides property, vehicle, and business insurance. Their value lies in their broad range of services and their commitment to customer satisfaction.

The client faced difficulties due to a significant attrition in 2022, which led to a loss of experienced staff members. This resulted in a backlog in renewal payments and a drop in quality and efficiency.

Seeking a solution to their challenges, the client reached out for assistance with handling renewals, mortgage changes, cancellations, and payment follow-ups. They were interested in streamlining their processes to improve efficiency and maintain their high standards of service.

• Significant attrition in 2022 led to a backlog in renewal payments and efficiency issues at the client's company.
• Retraining eight team members to manage the backlog was a major challenge.
• The critical task was to implement intelligent workflows to enhance efficiency, preparing for potential future attrition.