Problem
Automate manual processes
Markel Insurance specializes in niche insurance for the business market with a range of professional and corporate liability insurance. Handling quote requests for new insurance policies is a repetitive process within Markel's activities.
Completing, processing and drawing up large quantities of quotations is a time-consuming process. Various parts must be handled manually before a correct quotation can be sent. This working method no longer met Markel's wishes and expectations.


Solution
Streamlined process through integration with own systems
A process has been set up with Diamond in which the dynamic forms are immediately supplemented with already known data. For further processing, Markel employees no longer have to collect the data manually to prepare a quotation, the sending of forms is linked to automatic actions. After completing the form, users receive an automatically generated PDF with the form data, formatted in line with Markel's corporate identity. This PDF is also forwarded to the right department within the organization with a workflow.
Features
These features were the deciding factor for Markel Insurance
View all integration options
Implementation
Significantly reduced lead time
Showing all options directly in the form saves a lot of time. Policies can be easily compared within one form, the influence of relevant discounts and surcharges is immediately visible. It is not necessary to find out whether an adjustment is possible, only the actual possible changes are shown.