UNITECO streamlines the sales cycle with AuraQuantic

UNITECO is a leading Spanish insurance brokerage, with over 50 years of experience specializing in healthcare professional civil liability, that has decided to digitally transform. Since its foundation in 1969, the company has strived to offer all types of personalized and exclusive insurance for health professionals, to ensure comprehensive and effective protection. In 2014, it expanded to Ecuador, where it offers collaboration agreements between healthcare professionals and professional medical bodies. Currently, the company is among the top 10 national brokerages and positioned among the 50 best companies in the sector.

 

 

UNITECO is committed to innovation and offering the highest level of customer service. However, the different departments throughout the company lacked a process methodology, so the procedures were carried out manually and only supported by an ERP. Due to the large amounts of data and the lack of automation, they suffered from process-related coordination issues, which in turn caused procedure delays that could last days.

 

UNITECO’s main objectives included offering the first 100% online Professional Civil Liability policies for health professionals in Spain. To do this, they needed to reduce procedure times and commit to technological innovation. After analyzing different BPM (Business Process Management) tools on the market, they opted for AuraQuantic, since it allowed them to align their organizational strategy with process design.

 

The insurance brokerage wanted to achieve a more flexible and competitive environment, with significant time savings and automated procedures. Therefore, the company decided to automate various processes which include:

 

• Civil liability policies are managed in two ways. The first focuses on the Business Area and Customers, to enable advisors and managers to carry out paperless or online transactions without having to visit the customer. The second enables health professionals to contract a policy in less than 5 minutes via online access on the UNITECO website.

 

• 100% automatic quotes.

 

• Integration of electronic signatures, reducing the use of paper, and of AuraQuantic with external systems, in this case, the Visual SEG ERP, specifically for the integration of user data in insurance brokerages.

 

• Automatic policy certificate request, controlling the information and document receipt at all times, eliminating the risk of document loss and providing users with a fluid and pleasant experience.

 

According to Javier Rivas Olivares, Technological Transformation and Process Manager at UNITECO, ” The AuraQuantic digital transformation platform has made it possible to increase agility in sales, reducing the process from days to minutes.” He adds, “Customers who contract us via our commercial network have seen how the time spent on procedures has been reduced by 80%”. All these benefits, in addition to the rapid return on investment, have enabled UNITECO to continue driving continuous improvement and digitization of more business processes with AuraQuantic.