Back office

USE CASE

Making RPA powered back office the frontrunner in productivity

Introduction

Our client is an established insurance agency based out of Miami, Florida. Over the years, they have made a name for themselves in the field of commercial insurance brokerage and currently offer both domestic and international coverage for commercial transport, trucking, land, air, marine cargo, and even physical damage insurance.

The Challenges

While focusing on their growth, the client had acquired and absorbed many smaller companies. As a result, their back-office team was severely burdened with work. The team had to work on multiple systems and databases, each of which had its own architecture, processes, data fields, and related customer support activities. The company was also unable to acutely analyze each employee's performance. The client had access to various employee-monitoring tools, but they were not able to check the employees' overall productivity. Eventually, the client approached Phykon to leverage our expertise in delivering mission-critical insurance back office projects in short time durations.

The Solution

Based on the client's requirements, we devised an expert solution that began with setting up a dedicated back-office team to ensure that the client’s team could focus on more important tasks. Our team comprised of agents with experience in a variety of verticals such as personal, business, and general liability insurance. With RPA assisted back office support, the team took care of all day-to-day tasks while optimizing the existing processes to deliver the best customer support and services.

The Outcome

With our help, the client was able to solve all their problems related to managing and updating the insurance agency management system, data entry, reporting and more. The overall productivity too increased by more than 20% and by streamlining their operations, Phykon helped their staff focus on more immediate objectives with ease.