The Client
A leading provider of specialty insurance
Business Challenge
Quality audits performed manually using multiple excel sheets and Microsoft Access-based tools made it difficult to consolidate and analyse data
Solution
- Input files for quality audit received through emails, data was distributed and collated through Excel files & shared/ stored in excel format
- Managing workflow & reporting was time consuming as data stored in multiple excel files
- Checklist not followed strictly in audits
Execution
The Copasys® solution - a centralized QA platform which supports:
- Assignment of data (once uploaded) through Copasys to different auditors; auditors perform the audit & save the results on the platform. Reports generated through PowerBI and exported, thereby reducing several manual steps.
- All audits results stored on the Copasys platform, eliminating the need for storing data in excel files.
- The audit has a step-by-step flow so that none of the mandatory checks are missed, ensuring accuracy of audits.
- Ease in generating various reports for management review
Value Delivered
- Increase efficiency by eliminating manual steps in workflow management
- Improve accuracy in audits
- Manage data & report audit results efficiently through a centralized platform
