Bring your challenges to us
Process solutions customized for every challenge
Wherever you need support in your process, we’re here with customized, end-to-end solutions. We can help take a fresh look at your organizational structure and resourcing model, take work off your hands, give your data a strategic edge, and so much more.
We love to problem-solve.
Discover some of the specific ways we’ve helped clients improve their process.
Guidance towards a new growth path
The client looked to expand into new lines of business and diversify geographically, while maintaining a strong balance sheet and superior customer experience
Created a long-term roadmap toward strategic growth, helping the client prioritize investments to optimize risk, reward, and speed to value. Our team provided:
- Market insights, competitor analysis, and internal strength/weakness analysis
- Evaluation of IT resources and strategy
- Workshops to develop growth options
- Sequenced roadmap to guide investments over the next 5 years
Fast, scalable support for entry into a new market
The client planned a launch in the US but wasn’t familiar with the market, and had limited staff to meet immediate growth goals
Assisted the client throughout its launch of multiple programs and 2 acquisitions. Our team provided:
- Expert, scalable support for underwriting & claims, product configuration, and user acceptance testing
- Processing for 17 different programs, including cyber, E&O, and energy
- Real-time, overnight and rush service in multiple geographies, with a 99.75%+ quality and accuracy rate
- Help establishing best practices and refining target operating models for US market
Process improvements to eliminate backlog
The company was paying out 3,000 hours in overtime in one year, but their years-old backlog wasn’t budging – and the team was overworked.
Got to work on a process improvement strategy. The team examined activities and tracked phone calls, assigning each task a “score” based on its time commitment. Our Operations Advisory team:
- Established and communicated productivity targets with employees
- Created transparency into the firm’s working methods
- Helped to eliminate a 10-year backlog in 3 months
- Increased profitability and overall employee satisfaction
Standardized quote checklists to reduce processing time
80% of bind requests received by the firm were missing information, resulting in backlogs and fewer opportunities to find new clients.
Helped to standardize and improve the process of collecting information for bind requests. Our Operations Advisory team:
- Determined the exact information needed to quote, bind, and issue new policies
- Created a system that prevented incomplete requests from moving forward
- Distributed checklists to ensure all staff understood the information required for applications and binds
- Created pre-written email templates for follow-ups, saving time for staff
Comprehensive user training for new admin system
The project had a tight timeline and the carrier was focused on the build, testing, and launch of the new system, with little capacity left to develop user training.
Developed a comprehensive user training curriculum for the new system. Our team:
- Established overall project governance
- Developed SOPs, job aids, and training content
- Coordinated and delivered the training on time and within budget, including instructor-led sessions and group discussions
- Conducted post-training knowledge checks
