Workflow Approvals

Job description

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This case study examines a global general insurer that used SolveXia's automated processes to solve its workflow approvals problem.

Key metrics:

  • Initial automation deployed in under 3 months
  • Processes around ~100 approvals each month
  • Handles 20,000+ different request combinations that can influence approval routing
  • 3 levels of authority delegation (up to senior management)
  • Automation of 100+ steps
  • Introduction of new status and performance reporting associated with approval metrics

Download the case study

Responsibilities

Job requirements

Client

Global general insurer with over 2,000 employees, operating in five countries and having $2b in written premiums

Problem

Paper based and risky process to route, approve and process payments and claims for their partner network.

Solution

End-to-end digital solution that captures requests, routes them for approval and generates payment files for bank transfers.

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