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Case Study

Insurance provider saves $1.2 million annually with ReportBotz

Home » Resources » Case Studies » Insurance provider saves $1.2 million annually with ReportBotz

Industry

Function

Topic

,

Results

$1.2M

$1.2 million annual savings

260K

260,000 transactions processed

13Khrs

13,000 hours saved

Company Profile

Major North American religious-affinity fraternal benefit society, provides life insurance, annuities, long-term care, and disability income exclusively to its members and their families through a captive agent force. Tens of billions in life insurance in force, top-tier A.M. Best ‘Superior’ rating, and recognized for industry-leading ethics. Members contribute hundreds of millions annually to charitable causes.

Challenge

Legacy systems prevented business from scaling

This insurer’s processing team members used legacy back-office systems to perform hundreds of thousands of transactions each year to meet customer’s requests. However, these legacy systems had lengthy downtimes that impacted processing and efficiency. When the insurer expanded their offerings and services in response to an increase in demand for life insurance coverage, the processing team was not prepared to scale.

Leadership sought an automation solution that would reduce the team’s reliance on manual processing and improve operational efficiency.

Solution

ReportBotz+ automates policyholder services

WonderBotz carried out a comprehensive program to automate policyholder services using ReportBotz+. The automation retrieves open cases from the client’s workflow system to complete policyholder requests and update records. It validates the data for completeness and accuracy according to business guidelines, notifying team leaders when there are exception cases that need additional review. ReportBotz+ automated reporting produced consolidated management reports ensuring operational consistency.

The automation saved 13,000 hours in manual processing time over 260,000 transactions and saved the business $1.2 million per year.

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