Case Study: National Life Insurance Company streamlines operations and cuts costs with Excellarate

Life Insurance Company Transforms Operations with Automated Process Management from Excellarate

National Life Insurance Company, a top-rated U.S. life insurer with more than 1,000,000 policyholders, was facing growing operational challenges as its business expanded. Inefficient manual processes, paper waste, and limited workflow visibility were slowing operations and creating a need for an enterprise-wide solution that could be customized across business functions. The company turned to Excellarate for help optimizing processes, improving customer service, and supporting future growth.

Excellarate implemented a customized process and content management solution across customer service, claims, new business, underwriting, annuities, and accounting. The result was 95% first-call resolution, 98%+ accuracy on closed inquiries, automatic work routing, and real-time dashboards for better workload management. The project was completed on time and under budget, helping National Life Insurance Company eliminate paper-based processes and driving anticipated staffing reductions of 20% to 35% in core and support areas.