CASE STUDY

Driving Operational Efficiency: Enhancing Quality and Output for American Life & Annuities Major

About The Client
Client: American Life & Annuities Major | Process /Function: Claims (Health Claims) | Geography: India

The Challenges

The client faced hurdles in ensuring that agents maximized their time on productive tasks. The organization identified two primary operational gaps:


Low Productivity Visibility:

A lack of insight into “Time on Process” and “Utilization Time” prevented agents from optimizing their daily workflows.


Process Compliance:

There was a critical need to ensure claims were processed accurately according to strict client SOPs.


The Solution

The Nudge Coach focused on two pillars of operational excellence:

Visibility

Visibility

Providing agents with data on their "Time on Process" and "Utilization" to drive self-correction.

Quality Alignment

Quality Alignment

Using behavioral nudges to focus agent attention on the specific metrics required to pass IQA assessments.

The Outcomes

20%

Improvement in Productivity

A substantial increase in the time agents spent on
core processing tasks.

12%

Improvement in Quality (IQA)

The team achieved higher compliance rates and
better internal audit results.