Our Case Studies
Automatic Agreement Generator and Approval System
Patriot has decades of experience in creating and administering solutions to complex workers' compensation risk management challenges. Through its subsidiaries, Guarantee Insurance Company and Patriot Underwriters, Inc. they produce, underwrite and administer alternative market and traditional workers' compensation insurance plans for insurance companies, segregated cell captives and reinsurers.
Rapid growth outpaced Patriot's internal systems for efficient coordination. Insurance Agreements were being tracked by a very complex Excel spreadsheet, and it was hard to keep track of where in the process the agreement was and to make sure that all the approvals and documents had been gathered. Additionally, forms were hard to fill out, and then all the information needed to be reentered into the complex agreement, which introduced potential mistakes, and therefore required additional proofing.
Patriot was already well set with a SharePoint 2010 farm that our firm had built a year earlier. (We had migrated their 2007 data.) Their SharePoint administrator Amy Lucca, an extremely efficient business analyst, was able to coordinate internal teams with our staff. (We actually did about 10 separate projects for Patriot and when time permits we will make them on the case studies....)
As often happens, just digging into solving this problem focused attention on the process and reduced 20% of the work as some processes were revealed to be redundant. After the solution was deployed it saved about 50% overall process time. A SharePoint Managed Services agreement was made after this project to provide ongoing support.
They now have a highly customized form that includes all the required fields for the agreement, and the form calculates accurately and has a final validation to verify that all data has been filled out in the form.