AuraQuantic Case Studies Digital Transformation in Insurance: UNITECO's Journey with AuraQuantic iBPMS

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	Digital Transformation in Insurance: UNITECO's Journey with AuraQuantic iBPMS AuraQuantic

Digital Transformation in Insurance: UNITECO's Journey with AuraQuantic iBPMS

AuraQuantic

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Finance & Insurance Healthcare & Hospitals
Applicable Functions	Product Research & Development Sales & Marketing
Use Cases	Inventory Management Usage-Based Insurance
Services	System Integration Training
Challenge	UNITECO, a leading insurance brokerage in Spain, was facing significant challenges in its operations. The company was heavily reliant on an ERP solution, Visual Seg, which was not integrated with any process methodology, resulting in a lack of automation. This led to large amounts of data and information being input manually, causing errors, misinformation, loss of documentation, and significant delays in procedures. The lack of a standardized flow or channel to monitor the entire process and the differences in working methods between various offices added to the complexity. The company's main requirement was to centralize information and access data easily, enabling efficient work without unnecessary time investment, and focus their efforts on the most valuable parts of their work. Read More
About Customer	UNITECO is a top-tier insurance brokerage specializing in professional civil liability. With 50 years of experience, it ranks among the top 10 national brokerages and the 50 best companies in the sector. UNITECO works with highly solvent companies and offers a wide range of personalized and exclusive insurance for health professionals. The company began its international expansion in Ecuador in 2014, offering its experience and know-how to health professionals there. UNITECO has 15 offices in Spain and over 120,000 active policies, serving Spanish healthcare professionals directly. Read More
Solution	UNITECO chose the AuraQuantic iBPMS Digital Platform after evaluating various BPM solutions. The platform was selected for its advantages and capabilities, including aligning strategies with main objectives, designing customer-oriented processes, and driving continuous improvement. The platform also offered language compatibility, time zone alignment, and support service availability in Spain, which were crucial for UNITECO's target market. The implementation of the platform was a significant change for the company, as it required a shift from manual procedures to a process-oriented methodology. UNITECO also integrated the electronic signature with AuraQuantic, reducing paper usage by 100% and resulting in significant cost reductions. The company also integrated its Visual Seg ERP with AuraQuantic, facilitating data integration for use in the company's processes. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Finance & Insurance

Healthcare & Hospitals

Applicable Functions

Product Research & Development

Sales & Marketing

Use Cases

Inventory Management

Usage-Based Insurance

Services

System Integration

Training

Challenge

UNITECO, a leading insurance brokerage in Spain, was facing significant challenges in its operations. The company was heavily reliant on an ERP solution, Visual Seg, which was not integrated with any process methodology, resulting in a lack of automation. This led to large amounts of data and information being input manually, causing errors, misinformation, loss of documentation, and significant delays in procedures. The lack of a standardized flow or channel to monitor the entire process and the differences in working methods between various offices added to the complexity. The company's main requirement was to centralize information and access data easily, enabling efficient work without unnecessary time investment, and focus their efforts on the most valuable parts of their work.

About Customer

UNITECO is a top-tier insurance brokerage specializing in professional civil liability. With 50 years of experience, it ranks among the top 10 national brokerages and the 50 best companies in the sector. UNITECO works with highly solvent companies and offers a wide range of personalized and exclusive insurance for health professionals. The company began its international expansion in Ecuador in 2014, offering its experience and know-how to health professionals there. UNITECO has 15 offices in Spain and over 120,000 active policies, serving Spanish healthcare professionals directly.

Solution

UNITECO chose the AuraQuantic iBPMS Digital Platform after evaluating various BPM solutions. The platform was selected for its advantages and capabilities, including aligning strategies with main objectives, designing customer-oriented processes, and driving continuous improvement. The platform also offered language compatibility, time zone alignment, and support service availability in Spain, which were crucial for UNITECO's target market. The implementation of the platform was a significant change for the company, as it required a shift from manual procedures to a process-oriented methodology. UNITECO also integrated the electronic signature with AuraQuantic, reducing paper usage by 100% and resulting in significant cost reductions. The company also integrated its Visual Seg ERP with AuraQuantic, facilitating data integration for use in the company's processes.

Impact #1	The implementation of the AuraQuantic Digital Platform has brought about significant operational improvements for UNITECO. The company can now generate a new policy in a matter of minutes, allowing them to dedicate more time to advising doctors, dentists, and healthcare professionals. The process is 100% safe and audited by a trusted third party that provides certification. The company culture has undergone a digital transformation, resulting in greater fluidity in the exchange of information and facilitating the work of employees. Customer service has improved, and the company has standardized its processes. The user-friendly interfaces of the platform have enhanced both internal and external user experiences. The integration of ERP and digital signatures with AuraQuantic has further streamlined operations.

Impact #1

The implementation of the AuraQuantic Digital Platform has brought about significant operational improvements for UNITECO. The company can now generate a new policy in a matter of minutes, allowing them to dedicate more time to advising doctors, dentists, and healthcare professionals. The process is 100% safe and audited by a trusted third party that provides certification. The company culture has undergone a digital transformation, resulting in greater fluidity in the exchange of information and facilitating the work of employees. Customer service has improved, and the company has standardized its processes. The user-friendly interfaces of the platform have enhanced both internal and external user experiences. The integration of ERP and digital signatures with AuraQuantic has further streamlined operations.

Benefit #1	Reduced the time to create a new policy from days to minutes
Benefit #2	Reduced paper usage by 100% resulting in significant cost reductions
Benefit #3	Centralized all data, eliminating loss of documentation and delays in procedures

Benefit #1

Reduced the time to create a new policy from days to minutes

Benefit #2

Reduced paper usage by 100% resulting in significant cost reductions

Benefit #3

Centralized all data, eliminating loss of documentation and delays in procedures

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Overview

Digital Transformation in Insurance: UNITECO's Journey with AuraQuantic iBPMS

Operational Impact

Quantitative Benefit