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Insurance Industry



Ultimus Customer
     Profiles
Insurance – Axa Turquía

  Life and Non-Life Insurance
       675 staff / >1600 (online) agencies
       ~1.5 mio Customers

  Selection of processes automated
       Customer Complaints (150 i/d)
       Scoring Process (700 i/d)
       Red Flag (After Scoring) (40 i/d)
       IT Request – Project Process (800 i/m)

  Benefits
       Improved customer service
       Reduced cycle times
       Increased transparency, accountability
       and profitability
Insurance – Aseguradora Ancon

                  Life and Non-Life Insurance
                       Provides Priv. & Comm., Surety, Life
                       and Health Insurance in Panama
                  Challenges
                       Quick response to dispersed partners
                       Managing headcount growth (70%)
                       Speed up response time for policy
                       issuance, delivery and collections
                       Unnecessary data entry duplication
                       wasted employee time
                  Benefits
                       Became preferred provider for agents
                       elimination of human error
                       consistency in customer service
                       Improved communication with remote
                       agents, improving agent satisfaction
                       Standardization and greater control of
                       the underwriting process
Celtic Insurance

               Prime US health insurer
               Implemented BPM as process platform
                    automated numerous processes
               Benefits
                    50% - 60% performance gain
                    More than 60% of previously manual steps
                    automated
                    Application Processing reduced by days
                    Active Directory integration allows for group
                    and queue task assignments
                    Time-based monitoring system keeps the
                    process within security parameters and
                    HIPAA guidelines
                    Users follow the process without
                    circumventing the workflow
West Park Healthcare

                  West Park Assessment Centre
                       provides impartial and credible third-
                       party opinions for the resolution of
                       insurance matters between insurers
                       and claimants.
                  Ultimus is the „nerve center“ of the
                    organisation
                       automation key business processes of
                       organisation
                  Goal to save money and time
                       Greater efficiency and effectiveness
                       Remained operational during SARS
                       outbreak due to web-based solution
Other Insurance Customers

  German Auto Insurer
      Largest public servant insurer

  Health Insurer in Germany

  World Leader
      commercial property insurance and risk
      management

  Homeowner Insurance
      to mortgage originators, homebuilders
      and real estate agents
      keeps you within RESPA guidelines.

  Taiwan Insurance
      Wide variety of insurance products

  A Worldwide Leader
      based in France, automate
      administrative processes with Ultimus

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Insurance Ultimus Customer Profiles

  • 2. Insurance – Axa Turquía Life and Non-Life Insurance 675 staff / >1600 (online) agencies ~1.5 mio Customers Selection of processes automated Customer Complaints (150 i/d) Scoring Process (700 i/d) Red Flag (After Scoring) (40 i/d) IT Request – Project Process (800 i/m) Benefits Improved customer service Reduced cycle times Increased transparency, accountability and profitability
  • 3. Insurance – Aseguradora Ancon Life and Non-Life Insurance Provides Priv. & Comm., Surety, Life and Health Insurance in Panama Challenges Quick response to dispersed partners Managing headcount growth (70%) Speed up response time for policy issuance, delivery and collections Unnecessary data entry duplication wasted employee time Benefits Became preferred provider for agents elimination of human error consistency in customer service Improved communication with remote agents, improving agent satisfaction Standardization and greater control of the underwriting process
  • 4. Celtic Insurance Prime US health insurer Implemented BPM as process platform automated numerous processes Benefits 50% - 60% performance gain More than 60% of previously manual steps automated Application Processing reduced by days Active Directory integration allows for group and queue task assignments Time-based monitoring system keeps the process within security parameters and HIPAA guidelines Users follow the process without circumventing the workflow
  • 5. West Park Healthcare West Park Assessment Centre provides impartial and credible third- party opinions for the resolution of insurance matters between insurers and claimants. Ultimus is the „nerve center“ of the organisation automation key business processes of organisation Goal to save money and time Greater efficiency and effectiveness Remained operational during SARS outbreak due to web-based solution
  • 6. Other Insurance Customers German Auto Insurer Largest public servant insurer Health Insurer in Germany World Leader commercial property insurance and risk management Homeowner Insurance to mortgage originators, homebuilders and real estate agents keeps you within RESPA guidelines. Taiwan Insurance Wide variety of insurance products A Worldwide Leader based in France, automate administrative processes with Ultimus