SOLUTION

Life Insurance
- New Policy Image Workflow

Realize visualization by workflow, improvement and uniformity of administrative work quality,
and mitigation of security risk in new insurance policy operations.

POINT.01: Improved efficiency through the use of monitoring functions

POINT.02: Information sharing using the authority management function

POINT.03: Achievement of both a high level of security and business operation accuracy

Solution Overview

In the life insurance industry, the trend toward diversification of reception channels is intensifying as websites, tablets, and similar come to fore. In order to meet the needs of our customers, it is essential for the back office to build a flexible administrative infrastructure for diversified channels and products, such as by expanding various product lineups and flexibly responding to legislative changes in response to economic changes.
Along with this, it is necessary to build a system with higher efficiency and maintainability, and to achieve high levels of both security and business operation accuracy. As a leading vendor of image solutions, we provide the optimum BPM and image workflow system to solve these problems.

We solve these challenges

Before: Paper-based operations made it difficult to manage processes,
resulting in backlogged projects.

After: Visualization of when, who, what, and how many for optimal management and environment.

Before: Due to diversification of channels and products, work became more dependent on the abilities of individuals, resulting in inconsistencies in quality.

After: All decision-making criteria are systematized to improve and standardize the quality of administrative work.

Before: Due to paper-based operations,
damage or loss occurred.

After: Imaging reduces not only the risk of damage/loss but also security risks.

Solution Details

Improved Efficiency Through the Use of Monitoring Functions

Utilize the monitoring function of the workflow tool (ascertain the processing status in real time with graphs and lists),
ascertain the backlog status, and optimize staffing to speed up processing.

Information Sharing Using Authority Management Functions

By using the authority management function, it is possible to set restrictions on the work handled, browsing, and operations (copying, etc.) for each user.
This function enables optimal information sharing for each user.

After Introduction

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