Manual underwriting and disconnected workflows in the health insurance policy process resulted in delays, frequent corrections, and inefficiencies in policy renewals. The existing system was unable to handle dynamic changes or maintain consistent data integrity, which led to customer dissatisfaction and increased operational costs.
Eclatprime developed a digital system where a new health insurance record was automatically created upon receiving an event from the Salesforce application. Once processed by a central business application, a unique organization ID was generated. For any required endorsements or subsequent tasks, the system dynamically created sub-cases that followed pre-defined workflows, ensuring that all updates were handled seamlessly. This end-to-end automation ensured that each step—from policy issuance to renewal—was tracked and executed without manual intervention.
