Faster broker requests with Evalyze Optimize

25% boost in productivity by turning broker email handling into a structured, automated, and scalable workflow.

1 min read
How Evalyze helped:

This insurance client operates in the management of communications related to broker requests. Evalyze Optimize was implemented to transform email processing into a structured, intelligent, and scalable workflow.

 

Results:

Productivity increased by over 25%. SLA compliance improved by more than 20%. Automated assignment and case grouping accelerated analysis and improved broker response quality. Manual responses were replaced with intelligent automation, increasing overall efficiency.

 

Context and Solution:

The insurer implemented Evalyze to streamline the governance of broker requests received via email. Automated classification and intelligent routing directed each request to the appropriate team. Related case grouping and sequential processing increased efficiency, while predefined responses to recurring requests ensured speed and consistency. For cases needing additional information, real-time queries to external systems were integrated. When supervision was required, structured workflows allowed escalation without leaving the platform. A dedicated satisfaction survey module was also deployed, generating insights for continuous improvement. This transformation turned email management into an agile, intelligent process with measurable gains in productivity and stakeholder satisfaction.