Global Business Insurance Provider


  • Policy setup lead times were too long – delaying time to earning premiums

  • Mainly manual process with handoffs using Excel and emails – no auditable view of progress

  • High level of complexity between setting-up different policy types

  • Large volume of documentation for setup


  • Workflows redesigned to reduce complexity

  • Integration with document management system for improved correspondence handling

  • Operational reports to improve progress and SLA visibility

  • We built a migration solution to migrate inflight setup cases into Pega


  • Significant reduction in policy setup times – accelerating time to fees

  • Transparent insights via reporting and SLAs, allowing timely interventions to progress work.

  • Automated the process significantly, allowing more throughput of policies for the same team