Case Study / Process Re-engineering

Claims Processing Re-Engineering and Automation

How Infinitas Advisory re-engineered claims processes for an insurtech firm, reducing cycle times by 50% via automated routing engines.

50%Faster claims settlement
72%Automated straight-through routing
95%Claims processed without errors
CLIENT BACKGROUND

Engagement Profile

Industry SectorDigital Insurance Providers
Geographic RegionRiyadh, Saudi Arabia
Organizational ScaleFast-growing Digital Insurtech
Project Duration16 Weeks Execution
01 / DIAGNOSTIC SCOPING

Manual claims routing and customer delays

The client was facing customer churn due to slow claims settlements. Claims assessors spent most of their time manually routing files, verifying coverage details, and requesting missing documents.

Operational Challenge

Legacy Constraints & Friction

✕Manual parsing of inbound claims emails and PDF attachments.
✕Frequent data entry errors during claims record creation.
✕Lack of visibility for clients regarding claim status.
The Infinitas Response

Accelerated Execution Model

✓Rules-based engine for auto-approval of low-value claims.
✓OCR extraction tools processing invoice data automatically.
✓Automated customer messaging system sharing status updates.
02 / DELIVERY TIMELINE

Structured Execution Process

Our rigorous, milestone-driven advisory roadmap from immediate diagnostics to complete capability transfers.

INITIATION01

Process Mapping

Documented all path permutations in claims handling to identify bottlenecks.

Phase Strategy→
EXECUTION02

Rules Config

Formulated auto-approval criteria with compliance and underwriting teams.

Phase Strategy→
GOVERNANCE03

OCR Training

Configured document readers to accurately extract data from invoices and reports.

Phase Strategy→
INTEGRATION04

Global Release

Launched the new platform alongside customer support onboarding.

Phase Strategy→
03 / CAPABILITIES APPLIED

Integrated Execution Capabilities

Advisory disciplines applied simultaneously to deliver maximum velocity, compliance assurance, and capability transition.

1
PRACTICE COMPONENT

Process Redesign

Streamlining workflows to maximize automation potential.

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2
PRACTICE COMPONENT

Automation Calibration

Configuring automated logic to process transactions safely.

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3
PRACTICE COMPONENT

Customer Experience Focus

Creating customer portals that provide clear operational visibility.

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4
PRACTICE COMPONENT

API Orchestration

Linking front-end customer portals with legacy underwriting systems.

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04 / VALUE REALIZATION

Legacy Operations vs. Infinitas Managed State

Comparative performance mapping showing direct operational efficiencies achieved across key parameters.

OPERATIONAL MATRICES

Transformative Operational Aspect Mapping

Operational AspectLegacy ConfigurationInfinitas Managed State
Average Settlement Time8 Days of manual routingUnder 2 Hours for straight-through claims
Assessor UtilizationAssessing all claims manuallyFocusing only on high-value exceptions
Data AccuracyManual entry verification errors99% extraction accuracy from OCR
Customer ExperiencePhone-in updates onlyReal-time automated SMS and portal updates

FAQ

Frequently Asked Questions

Targeted project delivery insights for program sponsors, executive teams, and compliance auditors.

How does the system prevent fraudulent claims?+

The rules engine matches claims against anomaly detection filters, instantly routing suspicious patterns to investigators.

What percentage of claims are processed automatically?+

Currently, 72% of standard retail claims go through without requiring any manual review.

Did this require changes to policy terms?+

No. We translated existing policy rules directly into automated software logic rules.

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