Case Study:
XactAnalysis Integration
At a glance:
Challenges
Time lost to manual processes
Siloed software systems resulting in poor customer experience
Limited data reporting and insights available
Benefits
Time saved by eliminating manual processes
Custom reporting allows for better data insights
Automatic claims dispatching allows for faster claims resolution
Objective
A leading claims adjusting company noticed that manually exporting and importing claims from XactAnalysis to their custom CMS was time-consuming and inefficient, so they partnered with Populus Technology to integrate their existing CMS with XactAnalysis.
Solutions
Populus Technology, an insurance technology firm with a focus on leveraging technology to improve operational efficiency, developed a custom integration with Salesforce, the client's custom CMS, and XactAnalysis so that users could view, assign, report, and dispatch claims within any system, from a single view.
We started with an in-depth discovery to understand what the business pain points were, as well as what the outcomes would be. We prioritized the solution to include Salesforce in the integration so that information regarding the adjusters' interactions with claims and billing would be visible and improve internal operation workflows as well.
Outcomes
Improve Efficiency
Saved time that was previously spent doing manual reconciliation
Streamlined customer experience
Provided an end-to-end view of an adjuster’s interaction with both claims and the business
Custom feature enablement
Enabled custom CMS features such as custom reporting and automatic claims dispatching within the Xact eco-system allow for faster claims resolution and better data insights into the business
