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Survey Management is an important entity in most organizations. It involves developing, administering and analysing survey forms to improve communication, process management, and decision support across the organization.
In the normal course, organizations use Survey Management while determining if a survey is required for a given Fire Risk commodity. This helps in assisting Marketers, Broking, Franchises, Banks / Financial Institutions or other Business Units in companies take appropriate decisions.
MPI Generali (MPIG), a leading Insurance Solutions company, providing general insurance products for commercial, institutional, and individual customers followed a similar process for Survey Management. However,this posed various challenges to them.
In pursuit of Digital Transformation, MPIG realigned various business processes to suit their rate of growth. As part of this, one of their business objectives was to have survey forms designed as e-forms on a BPM Workspace. This was done to help BUS drive Survey Management related requests themselves so that the BU/Risk Engineer can perform surveys for assessing risks before performing a policy transaction.
Here’s how the new business process flow looked like:
This Survey Management project worked wonders for MPIG in streamlining their processes. At Neutrinos, we are constantly striving to up the digital game of our partners. Are you in the insurance space seeking to transform the way you work? Reach out to us today!