Case Study: Forte Underwriters improves underwriting efficiency with ProcessMaker Process Intelligence

Forte Underwriters cuts software sprawl with Decisions, revealing 18 apps and 103 case variants

Forte Underwriters, an independent underwriting agency, faced challenges in managing its complex underwriting processes for specialized insurance products. While using ProcessMaker for workflow automation, the company still struggled with inconsistent processes, the use of multiple external tools, and a lack of visibility into how work was actually performed. To gain a complete digital overview, CEO John Wigg implemented ProcessMaker's Process Intelligence to map processes and identify key performance indicators.

The ProcessMaker solution provided a digital landscape that identified all 18 applications in use, revealing that half were utilized less than 1% of the time. It pinpointed inefficiencies, including significant variations in team productivity and the fact that 95% of work was done outside of formal systems. The insights allowed Forte to reprioritize projects, with a potential 17-day reduction in contract handling time and substantial cost savings from optimizing software licenses and automating manual tasks.

Forte Underwriters