CASES STUDIES

Process and Relationship Modernization

La previsora 

challenge

To achieve La Previsora S.A.’s vision and mission of modernizing its processes and products through digital transformation, we partnered to create a digital tool for the company, a Web Quoting Tool for the common areas multi-risk branch.

Client

La Previsora S.A. is a national mixed insurance company with over 60 years in the market. Due to its experience and trajectory, they have built over time an important portfolio of insurance products for both the public and private sectors.

Country

Colombia

Industry

Insurance

Services provided

User experience | User Interface | Product design | Experience design

Solution

We designed, specified, and built a web platform: Web Quoting Tool, which facilitates and improves the quoting process for the Previ common areas or multi-risk co-ownership product for identified users in the fieldwork, strategic allies (insurance sellers), and company branches. The web quoting tool streamlines the flow of information from potential clients, as well as the management and review of requests, aiding in converting potential business.

IMPACT

The response times for requests were minimized, and business traceability was improved.

The information was centralized by integrating the company’s commercial information system.

The partners generate automatic quotes within business rule parameters set by the company itself.

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