ProcessMaker Case Studies Maury, Donnelly & Parr Inc. Case Study

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	Maury, Donnelly & Parr Inc. Case Study ProcessMaker

Maury, Donnelly & Parr Inc. Case Study

ProcessMaker

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Functions	Business Operation
Use Cases	Process Control & Optimization
Services	System Integration
Challenge	Maury, Donnelly and Parr Inc. (MDP), a leading American specialty insurance company, was facing challenges due to its outdated proposal creation processes, manual workflows, and immature software infrastructure. The company was deeply rooted in conducting business with an outdated management suite, which resulted in inefficiencies and frequent human errors. The manual processes involved in coordinating data between conducting analytics, presentations, and preparing briefs were time-consuming and prone to mistakes. The company needed to digitize its processes to continue providing the best possible value for clients and to stay competitive in the market. Read More
About Customer	Maury, Donnelly and Parr Inc. (MDP) is an American specialty insurance company based in Baltimore, Maryland. The company has been providing customers with solutions for nearly 150 years and takes pride in being the standard when it comes to offering highly customized insurance solutions. MDP is one of the oldest insurance firms in the Mid-Atlantic region and currently operates five offices around the country, serving the needs of thousands of clients. The company holds insurance licenses in 48 states. Read More
Solution	MDP chose the ProcessMaker platform to organize its internal workflows due to the platform’s comprehensive power. The platform was easy-to-deploy for its non-technical personnel and its intuitive interface, easy-to-build workflow processes, and customization ability allowed MDP’s staff to learn the software quickly. ProcessMaker was tasked with increasing the speed and efficiency of proposal generation, along with enhancing the broker onboarding experience. The digitization of the proposal creation process made it replicable and deployable in a way that was scalable, allowing MDP to create and approve in higher volumes than previously deemed possible. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Functions

Business Operation

Use Cases

Process Control & Optimization

Services

System Integration

Challenge

Maury, Donnelly and Parr Inc. (MDP), a leading American specialty insurance company, was facing challenges due to its outdated proposal creation processes, manual workflows, and immature software infrastructure. The company was deeply rooted in conducting business with an outdated management suite, which resulted in inefficiencies and frequent human errors. The manual processes involved in coordinating data between conducting analytics, presentations, and preparing briefs were time-consuming and prone to mistakes. The company needed to digitize its processes to continue providing the best possible value for clients and to stay competitive in the market.

About Customer

Maury, Donnelly and Parr Inc. (MDP) is an American specialty insurance company based in Baltimore, Maryland. The company has been providing customers with solutions for nearly 150 years and takes pride in being the standard when it comes to offering highly customized insurance solutions. MDP is one of the oldest insurance firms in the Mid-Atlantic region and currently operates five offices around the country, serving the needs of thousands of clients. The company holds insurance licenses in 48 states.

Solution

MDP chose the ProcessMaker platform to organize its internal workflows due to the platform’s comprehensive power. The platform was easy-to-deploy for its non-technical personnel and its intuitive interface, easy-to-build workflow processes, and customization ability allowed MDP’s staff to learn the software quickly. ProcessMaker was tasked with increasing the speed and efficiency of proposal generation, along with enhancing the broker onboarding experience. The digitization of the proposal creation process made it replicable and deployable in a way that was scalable, allowing MDP to create and approve in higher volumes than previously deemed possible.

Impact #1	The ProcessMaker platform empowered MDP to reduce human errors by 75% in proposal generation, protecting the profit margins of its core business and automating processes for easier replication and deployment.
Impact #2	The workflow platform also enabled MDP to minimize the time required to produce and invoice a proposal, resulting in a more focused, satisfied customer experience.
Impact #3	In terms of staff relations, collaboration and a positive attitude toward more communication has drastically increased over time. The flow of information between people and systems is more effective due to automation.

Impact #1

The ProcessMaker platform empowered MDP to reduce human errors by 75% in proposal generation, protecting the profit margins of its core business and automating processes for easier replication and deployment.

Impact #2

The workflow platform also enabled MDP to minimize the time required to produce and invoice a proposal, resulting in a more focused, satisfied customer experience.

Impact #3

In terms of staff relations, collaboration and a positive attitude toward more communication has drastically increased over time. The flow of information between people and systems is more effective due to automation.

Benefit #1	Proposal production time reduced from 45 minutes to 7-12 minutes
Benefit #2	Reduced human errors by 75% in proposal generation

Benefit #1

Proposal production time reduced from 45 minutes to 7-12 minutes

Benefit #2

Reduced human errors by 75% in proposal generation

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Overview

Maury, Donnelly & Parr Inc. Case Study

Operational Impact

Quantitative Benefit