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Improved Approval Processing Time by 50%, Workflow Implementation

Implemented a New Technology Platform in Support of the Request for Capital Expenditure Process for a Large Research-based Biopharmaceutical

Improved Approval Processing Time by 50%, Workflow Implementation

Implemented a New Technology Platform in Support of the Request for Capital Expenditure Process for a Large Research-based Biopharmaceutical

Overview:

Implemented a New Technology Platform in Support of the Request for Capital Expenditure Process for a Large Research-based Biopharmaceutical

Business Issue:

The organization needed assistance implementing a new Carrier Point of Sale/Premium Accounting system for use by both its captive and independent agent networks.  This required a redesign of the underwriting services and premium accounting business processes to leverage the new system and ensure the realization of the targeted benefits.

Actions:

  • Developed and implemented optimized processes for Underwriting and Premium Accounting functions
  • Documented detailed procedures for the Premium Accounting functions, supporting the new process design
  • Created documented job responsibilities and performance criteria to assist with performance and HR-related reviews
  • Created new systems training materials for Premium Accounting implementation
  • Conducted rollout training and implementation support for the Premium Accounting processing team
  • Monitored daily metrics to assist with system enhancement requests

Results:

  • Implemented new processes and procedures in support of the new technology in under 90 days

What Our Clients Say

"Our team spent a lot of time debating whether or not to hire an outside consultant for this project, but partnering with RubinBrown was one of the best strategic decisions we could have made. The level of service and their commitment to meeting our specific needs blew us away. We know we chose the right ERP system, but that's because we chose the right consultant to help us get there."

CIO

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If you’d like to learn more about this case study or explore how RubinBrown can help your organization achieve similar results, please contact us. Our team would be glad to discuss insights, strategies, and solutions tailored to your needs.

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