Case Study:
Automating Claims Processing with Salesforce & Custom System Integration
At a glance:
Challenges
Manual data entry between XactAnalysis and the company’s custom CMS caused inefficiencies.
Siloed systems led to poor data visibility and slow claims processing.
Limited automation and reporting capabilities hindered decision-making.
Benefits
Eliminated manual claim processing, reducing operational workload by 40%.
Automated claims dispatching within Salesforce, improving resolution speed.
Integrated real-time dashboards for full claims lifecycle visibility.
Key Technologies Used:
✔ Salesforce (CRM Optimization & Custom Development)
✔ XactAnalysis API Integration
✔ AI-Powered Business Automation
✔ Custom Dashboards & Reporting
Objective
A leading claims adjusting company needed to streamline claim processing by integrating XactAnalysis with their Salesforce CRM and custom CMS. Manual data entry was slowing operations, leading to delayed claims and inefficiencies.
Solutions: AI-Powered Workflow & Custom CRM Integration
🔹 Custom Integration with Salesforce & XactAnalysis – Populus Technology designed and deployed a seamless real-time API connection between XactAnalysis, Salesforce, and the CMS, eliminating manual claim transfers.
🔹 Automated Claims Dispatching – Leveraged AI-powered business automation to route claims instantly within Salesforce, reducing processing time.
🔹 Real-Time Data Insights & Dashboards – Developed custom dashboards in Salesforce, providing leadership with a single view of claim status, adjuster performance, and billing.
🔹 Optimized Workflow Automation – Automated key functions, reducing human error, improving efficiency, and enhancing customer experience.
Outcomes
40% Faster Claim Processing
AI-powered automation reduced claim handling time significantly.
United CRM Experience
Adjusters and leadership can now manage all claim activities from Salesforce.
Real-Time Data Visibility
Custom dashboards provide instant insights into claim status and adjuster performance.
Scalable, Future-Proof Integration
The solution was designed to adapt as the company grows, ensuring long-term efficiency gains.