Challenge:

• Eradicate the traditional inefficiencies of heavily paper-based business environments in various branch offices
• Streamline unintegrated and manual processes for submittal of new business applications, customer inquires, and agent's commission inquiries
• Provide access to underwriters, insurance consultants, and administrators to collaborate in a centralized location with restricted permissions for certain information
• Find a way to provide users with access to their documents, monitor workflow processes from multiple levels, and enter data in a database tailored for the insurance processes

Solutions:

Unilogix was customized as their on-line workstation to:

• Automate and route work to support online health claims and insurance policy submissions
• Allow insurance consultants to receive immediate responses from UFC administrators
• Integrate to image scanning and document management and storage solutions for online application submission processing
• Balance workloads and intelligently route work to the appropriate administrator or insurance consultant based on business rules
• Provide online progress monitoring, application, and claims status tracking, archiving, auditing, and routing history

Results:

• Reduced the cost and time associated with processing claims, renewals, pending commissions, policy changes, and new business applications
• Increased productivity by decreasing the duplication of tasks that takes place at various levels when processing the company's correspondence
• Eliminated the need to re-key data into multiple systems
• Improved communication, accountability and workload management
• Improved agent, staff, and customer satisfaction
• Provided accurate insurance information over diverse channels