Insurance

The challenge

Founded in 1945, Porto Seguro is one of the largest insurance companies in Brazil, offering financial, health and insurance products and services.

To double its client base, the company decided to launch a digital transformation strategy. The project would focus on integrating and automating many of its existing processes to increase efficiency and expand the number of partner brokers, which in turn would contribute to a larger client base.

The Objective

• Speed ​​up the registration of proposals and policies by partner brokers
• Increase scalability by automating manual workflows and simplifying support documentation uploads
• Allow all registered brokers (in-house and outsourced) to easily sell Porto Seguro products

The plan

Porto Seguro’s aggressive growth proposal required an overhaul of its existing infrastructure, especially the generation of proposals and policies which were still done manually by brokers. To resolve this, the company had to integrate its Apollo broker portal and Planium insurance sales application with all partner systems to expedite the registration of proposals and policies.

The Outcome

Digibee’s enterprise integration platform exceeded expectations, accelerating the processing time for new policies from 15 days to 8 days, resulting in a nearly 50% increase in business process efficiency. By reducing the time to securely complete, review and finalize proposals, the company was able to double policy issuance without overburdening its technical and business teams.

The Porto Seguro team recognized the monitoring, auditing, and scalability efficiencies of Digibee and is actively applying the enterprise integration technology to additional use cases to optimize the business.

>> Book a personalized demo with our team of experts and see how Digibee’s iPaaS will bring efficiency to your business.

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