Challenges
Our client, was manually generating ~1000 policy correspondence letters, each month, that related to their closed book. As the system rules for triggering the correspondence had changed, and due to missing data points from the old platform, the operations users had to manually generate these letters based on the policy data sent by their IT & Actuarial teams.
Synergy Solution
Document generation quality and productivity have improved leading to better customer experience.
Various correspondence templates are now optimized to one.
Operational costs have been optimized by more than 50% for the given process.
Synergy Consultants utilized the award winning ASTRA process transformation framework to further optimize the process, re-organised and aligned the touch points with stakeholders. Subsequently bots were developed that could consolidate data & auto generate the correspondences.