Increasing Business Agility with Automation with Salesforce FSC
- Industry: FinTech
- Location: USA
Introduction
A mid-sized insurance provider wanted to improve its operations, streamline workflows, and enhance customer service. Before coming to Tntra, the company faced challenges such as slow manual processes, frequent errors, and delays in responding to customer inquiries. These inefficiencies led to longer processing times and customer dissatisfaction. With Tntra’s expertise in automation, the company was able to increase business agility, make its processes more efficient and scalable, and maintain high standards of service.
Tntra leveraged Salesforce’s automation capabilities, including:
- Automated data collection tools
- Document generation solutions
- Workflow management systems
Business Problem
The insurance provider faced challenges with manual data collection, document generation, and workflow management. These inefficiencies led to delays in service delivery, lower employee productivity, and reduced customer satisfaction, hampering their ability to scale operations effectively.
Our Solution
Tntra implemented a suite of automated solutions tailored to the provider’s needs:
- Automated Data Collection: Integrated multiple data sources to eliminate manual input and ensure accuracy.
- Document Automation: Enabled the seamless generation and management of policies, contracts, and compliance reports.
- Workflow Optimization: Automated routine processes, such as claims processing and approvals, reducing bottlenecks and enhancing turnaround times.
Outcomes
With Tntra’s automation solutions, the insurance provider achieved remarkable results:
40% reduction in operational processing times, accelerating service delivery.
35% improvement in employee productivity, enabing staff to focus on value-driven tasks.
30% increase in customer satisfaction due to faster, error-free services.
25% reduction in operational costs, ensuring efficient resource utilization.
Tntra’s automation expertise enabled the provider to optimize operations, enhance customer experiences, and drive sustainable business growth.
Tntra Diamond
Tntra's Diamond is a comprehensive approach to helping enterprises manage the constant interplay between Business Process Reengineering and Digital Transformation. Tntra’s domain specific methodologies lead to software services for mature systems and software product engineering for new requirements, further transitioning to a managed service model to ensure stability and scale.
Tntra's Diamond enables the enterprise to stay ahead of the transformation curve, while at the same time ensuring optimal business processes to meet the needs of the new economy.
