Commercial Insurance Reimagined: 100% Automation with Tech Mahindra's Client Portal
Case Study

Overview

The commercial insurance industry is always looking for ways to streamline operations and improve customer experience. However outdated manual systems, lack of digitalization, and fragmented access present major challenges. The client, the commercial insurance arm of a large Swiss re-insurer, faced these obstacles with manual, time-consuming insurance processes.

Redefining the Digital Core in Digital Transformation

Client Background and Challenge

The client, a major player in the commercial insurance market in Switzerland, specializes in offering a suite of insurance products and services to businesses across various sectors worldwide. Prior to the development of the client portal, the client encountered significant operational hurdles which included:

  • A lack of centralized access for policy and claim management, causing inefficiency
  • Heavy reliance on paper-based processes and email communications, slowing down operations
  • Difficulties in providing real-time data and updates for clients and brokers, hindering transparency

Our Approach and Solution

Key enhancements and features in the portal include:

Centralized Management for Programs & Policies

A platform for clients to access all insurance program details, monitor policy issuance, and manage premium payments efficiently.

Advanced Claims Processing Services

Enables easy submission and tracking of claims for clients, with enhanced visibility and management of claims documents and history.

Integrated Risk Engineering and NatCat Tools

The portal integrates risk engineering services and natural catastrophe data monitoring, offering valuable insights and alerts directly to clients.

User-Friendly, Unified Access

A sophisticated, intuitive interface accessible across multiple devices, designed to cater to all customer touch points seamlessly