Energy Apps for Main Insurance coverage Advisory Firm

10 July 2023

PowerApps for asset order management

The Consumer

The Consumer is a number one US-based Insurance coverage Advisory and Planning agency.

The Want

The Consumer sought an automatic and digitized solution to handle their demise declare processing unit. The agency closely relied on paper submitting programs, leading to tedious processes and compliance inconsistencies. Moreover, monitoring declare statuses turned cumbersome. They wanted a streamlined resolution that would deal with the excessive quantity of claims from giant company shoppers and enhance effectivity by way of automation.


The Consumer confronted a number of challenges of their demise declare processing unit. Their reliance on paper submitting programs proved to be extremely tedious, as every declare had distinctive traits requiring various ranges of compliance and documentation. This inconsistency made the insurance coverage claiming course of extra complicated.

Moreover, managing the requests and their statuses turned more and more difficult as they moved by way of a number of people throughout the firm. This cumbersome monitoring course of was exacerbated by the truth that the vast majority of claims got here from giant firms on the East Coast, which insured hundreds of workers.


Star Information carried out an intensive evaluation of consumer’s current enterprise processes and proposed a complete resolution to digitize and automate the demise declare processing unit. The answer aimed to streamline workflows, outline standardized procedures, and handle your complete lifecycle of a demise declare. Particularly tailor-made to satisfy the wants of firms with insured workers, the answer initiated the declare request course of upon ingesting a weekly Excel spreadsheet of recent claims.

Star Information developed a user-friendly workflow utility aligned with consumer’s branding pointers. The appliance leveraged Energy Apps and Energy Automate, with SQL Server serving because the backend information system. The answer enabled environment friendly process standing administration, process scheduling primarily based on workflow phases, and automatic notifications to related stakeholders, each internally and externally.

Stringent safety roles and entry management measures have been carried out to make sure restricted entry to Personally Identifiable Info (PII) on a need-to-know foundation. Moreover, people had the flexibleness to create and assign extra duties to precisely monitor declare statuses.


Improved Productiveness: The automated enterprise course of led to a formidable 80% enhance in productiveness with the identical workforce.

Enhanced Governance and Monitoring: The answer facilitated seamless governance and monitoring of the excessive quantity of declare requests, significantly in the course of the difficult occasions of the COVID-19 pandemic.

Strong Knowledge Safety: Function-based safety measures and a PII-focused design ensured information safety and minimized unauthorized entry.

Accelerated Declare Processing: Streamlined submissions and standardized procedures decreased declare processing time by almost 50%.

Person-Pleasant Expertise: The intuitive person expertise (UX) of the applying simplified adoption and considerably decreased paperwork.

Expertise Used

Are you scuffling with handbook and time-consuming declare processing? Accomplice with Star Information to rework your operations and obtain vital productiveness positive factors. Our crew of consultants will design and implement a tailor-made workflow resolution utilizing cutting-edge applied sciences, corresponding to Energy Apps and Energy Automate, to streamline your declare processing unit. Expertise improved effectivity, strong governance, enhanced information safety, and decreased processing time. Contact us at the moment to embark in your digital transformation journey.