The challenge
ASEFA, an insurance company that specializes in construction, faced manual and disorganized management of the documentation related to its quotation processes — resulting in collapsed mailings , scattered storage and manual operational processes.
This led to bottlenecks and a lack of traceability in operations. In addition, information was scattered across multiple repositories, duplicating documents and making them difficult to locate. This slowed response times and negatively impacted internal efficiency and customer satisfaction.
The solution
ASEFA implemented an end-to-end solution, developed by Hyland partner Incentro, based on Hyland Alfresco Content Services for document management and the Alfresco Application Development Framework to provide a customized, intuitive end-user interface. The solution automated previously manual tasks and, most importantly, automated distribution and workload. ASEFA's data repository has been centralized, allowing anyone to search for an operation, know who is assigned to it and consult its history.
Now, the insurance company has automated repetitive tasks and allocated and distributed workloads through intelligent processes in APS. In addition, it consolidated document management into a single central repository, improving search and traceability. To ensure an efficient flow of information and eliminate dependency on email, it integrated existing ERP systems with its new Alfresco solution.
The benefits
Digitization enabled ASEFA to increase its quotation processing capacity by 150%, significantly reduce document duplication and improve process control through advanced traceability tools. Automation reduced customer response times and eliminated errors associated with manual handling.
In addition, the ability to pause and resume processes at specific points optimized operational efficiency by eliminating unnecessary restarts. The positive impact translated into increased customer satisfaction, improved internal productivity and a scalable solution ready for future expansion and enhancements.
