PEGA

Industry - Insurance

Region - Germany

Underwriting and Policy Automation: Streamlining German Financial Services & Insurance.

Core takeaways

Core Architecture Principles

Business challenge

The company’s outdated user experience and reliance on multiple disconnected systems led to delays in policy creation and underwriting. Manual navigation through legacy systems caused inefficiencies, high error rates, and a slow overall process that negatively impacted customer service and operational costs.

Solution overview

Eclatprime implemented a solution on Pega 8.3.1 that automated the submission of policy enquiries, risk calculations, underwriting processes, and endorsements. Seamless integrations with SAP and document upload systems allowed for automated validations and real-time reporting. Personalized dashboards were developed to provide a comprehensive view of policy status and to monitor exceptions, thereby streamlining the overall process.

Key success metrics