Case Study: UNITECO achieves fully online, minutes‑fast Professional Civil Liability policy issuance with AuraQuantic

UNITECO - Customer Case Study

UNITECO, a leading insurance brokerage for healthcare professionals with 50 years’ experience, faced slow, error-prone manual workflows despite using the Visual Seg ERP. With no process methodology and multiple offices, tasks that should take a day often stretched to a week, causing data loss, duplication and poor scalability. To centralize information and enable online sales of its Professional Civil Liability policy, UNITECO evaluated BPM options and chose AuraQuantic’s iBPMS Digital Platform.

Using AuraQuantic, UNITECO automated quotations, policy registration and onboarding, integrated Visual Seg and electronic signatures, and launched a web process that lets healthcare professionals sign a policy in about five minutes. The AuraQuantic implementation delivers real-time policy generation, 100% paper reduction, an 80% time reduction for some sales channels and fully centralized data — freeing staff to focus on advising clients and continuously improving processes.

UNITECO

Cecilia Martínez

Technology Transformation and Process Manager