UNITECO is a leading insurance brokerage in the professional civil liability sector. With 50 years of experience, it is in the top 10 of national brokerages and among the 50 best companies in the sector.
UNITECO is a large company that is committed to innovation, development and prioritizes the highest level of customer service. With this in mind, they decided to undergo a digital transformation by applying technological innovation and transforming the company culture and way of working.
The main requirement was to have the information centralized and to be able to access the data easily, in a way that enables efficient work without investing more time than is strictly necessary and focus their efforts on the most valuable parts of their work.
After careful evaluation of different BPM solutions, UNITECO selected the AuraQuantic iBPMS Digital Platform. AuraQuantic was chosen for all its advantages and capabilities and because it allowed aligning its strategies with the main objectives, designing its own customer-oriented processes and offers features to drive continuous improvement.
PROFESSIONAL CIVIL LIABILITY POLICY
quotations are automated in AuraQuantic
SIGNING THE ONBOARDING APPLICATION
“I have had the opportunity to learn about various BPMs throughout my career, but A uraQuantic is the one I like the most; it is a very complete tool which is easy to learn and use.”
“Process automation allows us to focus our efforts on advising our clients, offering the best products and guiding the entire organization towards improving the quality of our relationship with clients.”
“We have greatly increased the speed and agility of our sales process, going from days to minutes. As for clients who contract services through our commercial network, time is reduced by 80% as it is a guided process, with the additional advantage that both the policy and the certificate are received at the same time. In addition, it is more convenient for the client as it saves time and eliminates the use of paper.”