Digibee's integration solution allows Porto Seguro to expedite proposal and policy generation to double its customer base
Case study: Porto Seguro
Automation of manual workflows
Doubled issuance of policies through integration of business applications with partner brokerage systems
Accelerated project timeline by almost 50%
The challenge
Founded in 1945, Porto Seguro is one of Brazil’s largest insurance companies providing financial, health, and insurance products and services.
In an effort to double its existing customer portfolio, the company decided to launch a digital transformation strategy. The project would focus on integrating and automating many of its existing processes to increase efficiencies and expand the number of brokerage partners, which in turn would contribute to a larger base of customers.
The objective
- Expedite the registration of proposals and policies by partner brokerages
- Increase scalability by automating manual workflows and streamlining uploads of supporting documentation
- Enable all registered brokers (in-house and third-party) to easily sell Porto Seguro products
The plan
The outcome
The Digibee enterprise integration platform exceeded expectations, accelerating the project timeline by almost 50%, completing in 8 days versus the 15 days initially estimated by Porto Seguro. By reducing the time to securely fill out, analyze, and complete proposals, the company was able to double the issuing of policies without burdening 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.
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