Success story: Serentia

Serentia Seguros Organization – A True Organization

SERENTIA SEGUROS is one of the largest insurance brokerage agencies in Medellín. It is an organization with more than 40 years of experience structuring insurance solutions that support the growth and achievement of strategic objectives of the largest and most influential companies in various sectors of the Colombian economy.

With the growth of the policy business come new challenges, mainly internal, to give order, without reprocessing to the requests of its clients. Entering a new operation that implied a very considerable increase in the issuance of policies of one of the main products or branches.

The operational load, reprocessing and communication flows were collapsing. Evidencing that the processes and customer service capacity required a modification.

The company can hire more collaborators to streamline established manual processes, it can also restructure its process with new tasks, maintaining completely manual management. The third solution is focused on digital transformation, including technology that allows improving times, avoiding reprocessing and completely improving information and documentation flows within the company.

The SERENTIA Organization chose to make a true organization in its internal processes with technology for internal and customer satisfaction. Thanks to that decision, they learned about our Sherpaths BPM application, initiating a process of implementation and digital transformation of processes.

Implementing a BPM technology in record time implies knowing and quickly understanding the architecture of the process, identifying what the flow of activities currently looks like, how many areas and people are involved in decision making.

In addition to the speed in the implementation process, which took place in a matter of weeks, its proper functioning was essential because it becomes a core type application for firms to improve their processes, be more efficient in their operation and therefore grow. in an organized way.

Thanks to Sherpaths, the rate of dissatisfaction in the communication flow decreased considerably and they no longer have reprocessing in the operational areas associated with said operation.

Testimony

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