More Actionable Insights Leading Faster Process Improvements for a Global Insurance Brokerage
TABLE OF CONTENTS
The Client
A leading specialty insurance provider offers comprehensive coverage and creates seamless solutions across multiple types of insurance risks for the US market and globally.
They needed a streamlined process for collecting and managing feedback from both internal clients and external partners.
The Challenge
- The existing manual system for sending feedback requests and compiling responses was inefficient and prone to errors, leading to low response rates and delayed improvements.
- The company struggled with timely and consistent collection of internal client feedback, resulting in missed insights and delayed improvements.
- Employees had to manually track and send feedback requests, leading to inefficiencies and potential errors in the process, like no survey being sent at all.
The Solution
Connex developed an automated system using Hive Automate to send tailored email notifications upon task completion.
These notifications contained links to the appropriate feedback forms, customized based on whether the task was part of an international or US-based board.
This automation ensured that feedback requests were sent promptly and accurately, without manual intervention.
The Results
- The company saw a significant increase in feedback collection rates, allowing for more actionable insights and faster process improvements.
- Employees no longer had to manually manage feedback requests, freeing up time and reducing the chances of missed or incorrect follow-ups.
Tech Used
- Hive and Hive Automate.
