Streamlining process and workflow for Insurance Settlement company

The Challenge

The employees of a client company has number of task/activities scheduled for the lead management and nurturing, the status of which are tracked by the company to gauge the progress on the lead.
With the number of changes in business requirement, the client wanted to add list of new tasks/activities and their dependency on another tasks/activities should be maintained without affecting the process flow.
The client wanted different changes in different process flows based on the lead sources and to streamline the process flow without affecting old lead records.
The client has a lot of data scattered in different places in the system which had to be consolidated in a structured manner.

Mirketa Solution

Mirketa analyzed the existing system and identified the gaps obstructing the efficient use of the system.
Analyzed the existing process flow, scheduled tasks/activities and their dependency on other scheduled tasks/activities.
Introduced the list of new tasks/activities in the current flow without affecting the flow and dependencies on another tasks/activities.

Value Delivered

Lead management process has become more efficient and has helped the team on never missing out on an important tasks/activities to keep track on the prospect leads.
With the consolidated and structured data the client don’t need to spend time on tracking the required data.
With the proper assignment model, the task/activity is assigned to the correct person and the time spend in reassignment of task/activity is eliminated.

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