From Spreadsheets to Automation: Transforming Account Onboarding for Enhanced Efficiency

Insurance

Business Impact

46+

Hours are saved monthly

42%

Reduction in TAT for application submission

23%

Reduction in possibility of error

Customer Key Facts

Country : America
Size : 10000+
Industry : Insurance
About : Client, an American insurance company, is the largest provider of supplemental insurance in the US providing financial protection to more than 50 million people worldwide.

Problem Context

Client’s sales and contracting team were evaluating opportunities to minimize rework and time taken for validation with agents during the account onboarding process. The partner teams wanted to automate the initial information intake process for notification forms with a web based interface to replace the spreadsheet driven legacy process

Challenges

High Error rate due to manual validation
of the process and forms
Multiple version of documents required across platforms
Separate email, excel and sharepoint based process increasing complexity

Technologies Used

AWS EC2

AWS EKS

AWS RDS

Mule Soft

Snowflake

PostgreSQL

Solution

The core solution involved building the utilities to extract & validate agent and account onboarding information and simplify the process across 3 identified areas

Data Extraction
Extraction of data from agent notification forms into the data layer aggregated which can be easily searched and queried

Workflow Automation
Seeding in automations within the workflow using existing rules to validate inputs

Seamless Engagement
Unified engagement layer for personas to drive visibility of enrollment status & compensation details including validation, search of enrollment records and authorization status

Results

Ease of completion & elimination of manual steps

Automation of the agent notification form process has saved approximately 46 hours each month.
The new web-based interface has replaced the spreadsheet-driven legacy process, eliminating manual steps and reducing complexity.

Single view of form across all stages of completion

Unified view of the form at all stages of completion to provide clear visibility and tracking, enhancing user experience and process transparency.
Improved Tracking for users to monitor the form status, ensuring process accurately and efficiency at each each stage

Reduced Errors Ensuring Proper Payments

Automation has led to a 23% reduction in the possibility of errors, ensuring more accurate and reliable processing.
The streamlined process leads to accurate payment and improved trust in the system.

IDP, Process Automation, Data Extraction

Data Extraction: Efficient extraction of data from agent notification forms into a searchable and queryable data layer.
Process Automation: Workflow automation validates inputs using existing rules, streamlining the validation process and reducing the need for manual intervention.
Seamless Engagement: A unified engagement layer provides visibility of enrollment status and compensation details, including validation and search of enrollment records.

Ready to Solve What Matters?

Whether you're looking to build the next-gen customer experience, harness the power of Agentic AI, or modernize your data stack—Quantiphi is here to help you lead with purpose and transform with confidence.

Talk to our experts to:

Discover modernization opportunities for your business
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Begin your transformation journey today

Call Us At :+1 508-661-9050

Email Us :info@quantiphi.com

Customer Key Facts

Country : America
Size : 10000+
Industry : Insurance
About : Client, an American insurance company, is the largest provider of supplemental insurance in the US providing financial protection to more than 50 million people worldwide.

Problem Context

Solution

The core solution involved building the utilities to extract & validate agent and account onboarding information and simplify the process across 3 identified areas

Data Extraction
Extraction of data from agent notification forms into the data layer aggregated which can be easily searched and queried

Workflow Automation
Seeding in automations within the workflow using existing rules to validate inputs

Results

Ease of completion & elimination of manual steps

Automation of the agent notification form process has saved approximately 46 hours each month.

The new web-based interface has replaced the spreadsheet-driven legacy process, eliminating manual steps and reducing complexity.

Single view of form across all stages of completion

Unified view of the form at all stages of completion to provide clear visibility and tracking, enhancing user experience and process transparency.

Improved Tracking for users to monitor the form status, ensuring process accurately and efficiency at each each stage

Reduced Errors Ensuring Proper Payments

Automation has led to a 23% reduction in the possibility of errors, ensuring more accurate and reliable processing.

The streamlined process leads to accurate payment and improved trust in the system.

IDP, Process Automation, Data Extraction

Data Extraction: Efficient extraction of data from agent notification forms into a searchable and queryable data layer.

Process Automation: Workflow automation validates inputs using existing rules, streamlining the validation process and reducing the need for manual intervention.

Seamless Engagement: A unified engagement layer provides visibility of enrollment status and compensation details, including validation and search of enrollment records.

From Spreadsheets to Automation: Transforming Account Onboarding for Enhanced Efficiency

Business Impact

46+

42%

23%

Customer Key Facts

Challenges

Technologies Used

Solution

Results

Ready to Solve What Matters?

Schedule a discovery call

Partners

Solutions

Industries

Resources

Company

From Spreadsheets to Automation: Transforming Account Onboarding for Enhanced Efficiency

Business Impact

46+

42%

23%

Customer Key Facts

Challenges

Technologies Used

Solution

Results

Partners

Solutions

Industries

Resources

Company