Transcript
Page 1: Generali: How We Cut Insurance Quote Preparation by 60%

Case study: 1 insurance company.51 processes. 4 countries. 5 languages

Martin Stepanek & Jan Marek – Generali PPF Holding

Roberto Biondini – Bizagi

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Introduction

Martin Stepanek

Jan Marek

Roberto Biondini

Q & A

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A data-centric system

is the foundation for

good case management.

This is what Bizagi does

well.

M. Stepanek – Generali PPF Holding

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Automating underwriting processes across

multiple countries, companies & languages

Martin Stepanek

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Who is Generali PPF Holding

Leading insurance group in Central and Eastern Europe.

It provides know-how & a professional and operational base for its

insurance companies in 10 countries.

In 2012 total premium income amounted to €3.5 billion.

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BPM Project Objective

To support

the most complex insurance process

in a multi-company

and multi-language environment

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Areas for improvement

Process Management

Document Management

Improve Working Environment

Measure Business Performance

Measure Process Performance

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Project Roadmap

2010 – Solution selection

2011 – Delivery of 1st version

2012 – Coming life

2013 – Maturing

2014 – Full policy administration

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Corporate Insurance Processa brief background

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Quoting Process

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51 processes delivered with

711 process elements in total

in 4 countriesGenerali Czech Republic

Generali Slovakia

Generali Poland

Generali Hungary

deployed in

5 languagesCzech, Polish,

Hungarian, Slovakian,

English

438 entities2,299 forms

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Benefits & ROI delivered

Simple and easy to understand reporting of

business portfolio for users

Quote preparation reduced up to 60%

Standardized Quote PDF Layout

50% savings in IT costs

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Lessons Learnt

BPM and BPMN capture most of the business logic

including Case Management.

It is better to build several tailor-made processes

compared to one general process.

It is better to build more specialized user forms

compared to one general form.

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State of the Art BPM is availableGPH Corporate Risks Application supports whole Products and Processes

Lifecycle

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Puccini BPM Features & Capabilities

Processes are defined & documented

Control & visibility

Alarms & notifications

Performance analysis & reporting

Auditing & traceability

Workload routing & balancing

Business rules

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Puccini BPM Features & Capabilities

Out-of-the-box web portal

Process versioning

Seamless deployment

Data Modeling within the BPM Suite

Enterprise class

System integration

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Generali PPF Holding Demo

Jan Marek

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Easy

350+ customers globally

& more…

Process Automation

Intuitive

Fast

Flexible

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Bizagi’s Unique BPM Stack

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Model Once - Run Anywhere

Windows | iOS | Android

Desktop | Smartphone | Tablet

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Product Demonstration

Onboarding Process

• Insurance company Employee

Onboarding process

• As a line manager, start the process on

the iPad and complete the initial

employee form

• As the head of department, approve

the request from the iPhone

• Look at real-time and historical

reporting available on the iPad

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Comprehensive online resources

www.bizagi.com

• Product downloads

• Complete product documentation

• Free online training

• Whitepapers

• Videos


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