Challenge
At Ease Broking, a leading insurance broking company, faced several challenges due to their outdated manual processes. The lack of a centralized database made it difficult for their team to track claim progress and customer information. The team had to spend countless hours searching through emails for claim details and updates, and manually changing customer information in mails and reports. This resulted in delayed responses to customers, time-consuming processes, and increased errors.
The key challenges are clear, and we know that we can solve them with easy integrated automated solutions.
- No centralized database
- Searching through emails for claim details and updates
- Manually changing customer information in mails and reports
At Ease Broking wanted to communicate more efficiently with their customers. The company was in need of systems for yearly renewals, half-yearly check-ups and service reviews.
Juan Cilliers
Owner
Solution
Cloud Automation Solutions provided At Ease Broking with automated processes for 7 workflows, including correspondence with claimants. We created a centralized database with claim information and progression overview that enabled the team to access real-time data from anywhere, at any time.
This reduced the time spent searching for claim details and updates by 95%, resulting in quicker claim resolutions and improved customer service. The solution also eliminated errors related to manual data entry in mails and reports, resulting in a 75% decrease in errors. The automated correspondence with claimants also improved customer service, with unique customer information automatically populated in the mails. At Ease Broking now has a 100% improvement in claim progression overview, allowing them to efficiently manage claims from start to finish.
Overall, the solution has significantly improved workflow efficiency, time management, traceability, and customer service for At Ease Broking.
Key areas we focused on to create better workflow systems for increased traceability and management
- Claims Overview
- Centralised Database
- Automated Processes
- Unique Customer Reports
- Improved Customer Service
In addition to automated correspondence with clients when renewals are due, a comprehensive system for gathering customer feedback was included.
We at Cloud Automated Solutions are thrilled to have partnered with At Ease Broking to help them take the next step in their business. We’re looking forward to working more closely with them as we continue to incorporate more centralised, automated systems into their operations.
