Pertuniti in insurance

Companies in the insurance industry face many challenges with regard to digitalization and regulation. Today, customers and employees expect a digital way of working with automation in key areas. Regulatory requirements usually make an individual, customer-centric approach difficult.

Pertuniti enables both insurance companies and insurance agents to merge project and process management in one platform. This way, it is possible to respond individually to one's own customers, i.e. insured persons or also managed insurance agents — and reactions to interactions with your customers can be performed in an automated fashion.

Pertuniti can be used to design your processes and process landscapes, as it has process modeling capabilities as well. In Pertuniti, diagrams are under version control just like all documents, they can be assigned any attributes, and you can link diagrams to other documents (e.g. related processes, manuals, templates, interviews), tasks, or scheduled meetings. Hence, Pertuniti can handle modeling as well as project and knowledge management for your optimization initiatives.

Pertuniti can be easily adapted to your current needs. As Pertuniti is a cloud solution, you don't need your own infrastructure: with a laptop or smartphone, an email address, and an internet connection, you can start right away.

Why should insurance companies use Pertuniti?

One platform

Pertuniti is the central hub for your project and process management. You and your team collaborate transparently and flexibly, and organize your projects, meetings, stakeholders and tasks (e.g. via a Kanban board). At the same time, you model, digitize, and automate your processes.

Case management

All activities and information in Pertuniti are organized in so-called cases, which contain all your master data, tasks, documents, meetings, correspondences, and processes. These are the context for e.g. policy holders, insurance policies, projects, and more.

Modeling and automation

With Pertuniti, you can model your processes and process landscapes, and also automate many use cases directly via low code. Pertuniti can handle the complete project management of modeling and optimization initiatives.

Agility and customer focus

Pertuniti combines the efficiency of structured processes with the agility of project management. Thus, you can effortlessly respond to individual customer needs — and thereby increase customer satisfaction and retention.

Authentication and authorization

Users of Pertuniti are always authenticated with two factors, whereas phishing-resistant access via security key or smartphone (webauthn) is supported as a second factor. Individual access rights can be assigned for individual workspaces, resp. cases.

Mobile work in the cloud

Pertuniti is a cloud-based solution and allows you to access your workflows from virtually anywhere. With Pertuniti, you can easily work in your office, your home office, and on the go.

Flexibility and efficiency

As a software in the realm of adaptive case management, Pertuniti treats projects and processes as so-called cases. These cases can include tasks, documents, contacts, events, correspondence, and master data — but also all links between case elements. This approach enables structured task, document, deadline, and stakeholder management, but also delivers the flexibility to implement your own workflow and to be fully equipped to deal with new situations.

Pertuniti enables structured processes as well as flexible project management — and a seamless transition to work efficiently and respond individually to customer needs. With this approach, automation can be accomplished step by step, e.g. with increasing experience in process management or for clustered, similar projects.

Initial Call 28.08.2023 Prepare Create presentation 28.08.2023, 2:00 pm

Cases represent the context for e.g. policy holders, insurance policies, projects, and more. Within those cases, you can manage the master data, trigger automated or semi-automated processes, and collect individual communication with your customer and other stakeholders. But cases can be used in a completely ad-hoc fashion as well, e.g. to organize an upcoming cooperation or a future large contract, i.e. to manage an initial or follow-up call. The example above sketches the case of an initial call with contacts, documents, tasks, a calendar entry and all connections betweeen these elements.

Process and Data Modeling with Pertuniti

With Pertuniti, you can model and automate with different notations for data, processes and process architectures.

For this purpose, you can create traditional models, flowcharts and process landscapes, but also EER diagrams or Petri nets.

Dr. Johannes Tenschert

CEO, Process Science

+49 89 21540190

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