Case Study: Proctor Loan Protector streamlines deposits and client support with Clearsulting

Proctor Loan Protector streamlines 400,000 annual inquiries with Clearsulting

Clearsulting partnered with Proctor Loan Protector, a leader in providing insurance products to financial entities, which was facing challenges due to rapid growth and an outdated technology stack. Their specific objectives were to streamline their loss draft check deposit process and improve the handling of over 400,000 annual client support inquiries under an accelerated timeline.

Clearsulting began with a fit-gap analysis to understand current-state requirements and partnered across multiple departments to document pain points. The solution involved selecting and implementing a Remote Deposit Capture (RDC) technology to expedite check deposits and a new ticketing solution for client inquiries. As a result, Clearsulting helped identify over 40 pain points and 110 unique requirements, directly enabling a more efficient and scalable digital infrastructure for Proctor Loan Protector.

Proctor Loan Protector