WE COVER

INSURANCE

Protection with profitability

While the insurance industry may traditionally be slow to change and somewhat risk-averse, significant transformations are underway with the introduction of AI. This technology is revolutionizing how insurance is quoted, policies are written, and claims are processed. By leveraging AI, professionals can focus on utilizing their skills and experiences, while mundane tasks are handled by technology. As experts in the insurance industry, we understand your unique challenges and precisely know how to implement solutions successfully. Partner with us to streamline your business processes and enhance the customer experience.

01/

improved proposal & policy management

Elevating proposal and policy management in the insurance industry is about revolutionizing customer experiences, turbocharging efficiency, and securing a competitive edge.  

02/

streamlined media & marketing

03/

optimized policy administration

04/

improved transition to policy quotation

05/

advanced lead management

06/

optimized claims management

07/

reduced underwritting times

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- Fin Service Client

IMPROVED PROPOSAL

& POLICY MANAGEMENT

Rulesware excels in guiding your policy management projects from inception to completion, providing essential technical guidance at every stage. We bring unparalleled expertise to the table, offering invaluable insights into design strategies and bolstering Pega proficiency within our client teams. 

Rulesware has helped numerous insurance clients in enhancing their policy processing. Whether you are looking to re-imagine your policy procedures or simply refine the coordination of your policies from application to underwriting, we possess the expertise and technical proficiency to guide you towards success.  Don’t trust it with anyone else. 

02/

Success STORY

Proposal and Policy Management

This initiative focused on the optimization of policy administration functions through the implementation of a guided system to automate end-to-end service processes…

STREAMLINED

MEDIA & MARKETING

At Rulesware, we specialize in providing comprehensive solutions tailored to address our clients’ unique marketing requirements. 

Our expertise lies in developing campaign management tools and processes on the Pega platform, complete with standardized user interfaces and automated processes. This transition from manual data exchange to automation significantly minimizes errors and enhances efficiency. 

We specialize in implementing defined roles that streamline campaign management processes. By eliminating redundancies and enabling role-based participation, we ensure seamless operations and optimized outcomes for our clients. 

02/

Success STORY

Streamlining Media and Marketing Campaigns

A personal insurance company needed a centralized campaign management tool that could secure sensitive customer data and handle a multitude of business processes.

OPTIMIZED

POLICY ADMINISTRATION

Rulesware has a rich history of assisting insurance companies in enhancing their operations. We’ve supported them in remaining competitive by optimizing and re-imagining claims management, pricing, underwriting, and even first notice of loss processes.  

Our expertise extends to designing and implementing sophisticated and creative strategies, leveraging advanced features such as breadcrumb functionality, now an integral part of the Pega platform. This lets us maintain the integrity of user data across many flow permutations, delivering unique results for our exclusive clientele.

02/

Success STORY

Guided Process Policy Administration

A Fortune 500 insurer client and Rulesware led a policy admin project that not only guided users through an automated policy process but also retained data throughout.

IMPROVED TRANSITION

TO POLICY QUOTATION

We continue to drive innovation and optimization in key areas within the insurance sector.   

Our tailored services and insurance expertise can help you streamline your entire quotation process, from application to policy quotation, ensuring risk mitigation, efficiency and accuracy at every stage.  

Leveraging our expertise in the insurance industry and the Pega platform, we provide you with essential technical guidance and insights that will optimize your transition process. We will automate and standardize you workflows to minimize errors and enhance overall efficiency. 

02/

Success STORY

Smooth Transition to Business Policy Quotation

Rulesware designed and constructed a commercial insurance application involving tree structure navigation and Pega PRPC.

ADVANCED

LEAD MANAGEMENT

Rulesware excels in implementing advanced lead management strategies with insurers like you, helping you drive and maximize your outcomes. Our comprehensive solutions have leveraged sophisticated features and automation capabilities that optimize your lead generation, tracking, and conversion processes.  

With our expertise in the Pega platform, we design and implement creative strategies tailored to meet your unique needs. By eliminating redundancies and enabling role-based participation, we ensure seamless operations and optimized outcomes specifically designed for you. 

03/

Success STORY

Guided Process Policy Administration

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OPTIMIZED

CLAIMS MANAGEMENT

Optimizing insurance claims involves implementing efficient processes such as automation and digitization to streamline claim submission, processing, and settlement.  

We utilize data analytics and artificial intelligence to help you identify patterns and trends that improve decision-making and detect fraudulent claims more effectively. We also help you foster clear communication channels with policyholders and provide self-service options that can enhance transparency and customer satisfaction throughout your customer’s claims journey. 

03/

Success STORY

Smooth Transition to Business Policy Quotation

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REDUCED

UNDERWRITING TIMES

Data and risk are at the key of your underwriting processes.  We leverage AI, integration and automation to digitize the application then apply risk models that use predictive analytics to streamline workflows and optimize the underwriting process. 

When exceptions occur, we use case management and AI to collect and rectify data discrepancies and utilize customer self service on the case to quickly resolve cases and complete the underwriting process. 

03/

Success STORY

Guided Process Policy Administration

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Want to know how we can help your business?