Market:

Financial Services

Client Type:

Insurance Provider

Solution:

Alfresco Process Services-based case management using SynApps ConXFlow

Project:

Add workflow to content services to enable complex policy management

Challenges

This insurance company had implemented an Alfresco-based content management solution and was now looking to take advantage of Alfresco’s workflow capabilities to enable structured case management. It wanted to streamline the application process for policies in more complex insurance scenarios. For example, when applying for insurance on a farm, or for a fleet of cars. These submissions involve more than the completion of a simple online form and a range of documentation might be required to generate the insurance policies and certificates. An optimised workflow platform would make it easier to onboard, service and respond to customers as part of that process. The firm wanted to capitalise on its existing Alfresco investment, rather than go to market for a separate case management solution.

Project Success

SynApps delivered its purpose-built ConXFlow integration capability, to create a comprehensive case management solution for the insurance provider. Building on top of the firm’s existing Alfresco content management platform, this provides an integrated process workflow to automate and streamline policy-related processes using the documents and information captured in Alfresco. Now, teams can process caseloads more efficiently and effectively, meeting target response times while providing transparent, audit-friendly management information and performance metrics.

The SynApps Difference

SynApps is an established Alfresco partner which helps organisations harness an open source platform for comprehensive, end-to-end enterprise content management. Through our extensive experience of successfully deploying large-scale ECM solutions for decades, across a wide range of industry sectors, SynApps teams ensure that projects are delivered on time with the required quality to transform business operations and deliver tangible business benefits.