Case Study: Prudential Poland achieves process automation and sales channel integration with Fadata INSIS

Prudential Poland From Process Automation To Sales Channel Integration

Prudential Poland, part of the global Prudential financial services group, needed a more flexible insurance platform to support rapid growth, automate customer lifecycle processes, and enable new sales channels. Its existing launch systems were difficult to integrate, slow for tablet-based sales, and required too much manual work, limiting product changes and channel expansion.

Fadata implemented its INSIS process platform, combining out-of-the-box functionality with rapid configuration, customization, and open integration. The result was a smoother go-live, faster tablet-based sales, automated policy servicing, easier partner integration, and reduced manual work for regulations and claims; Prudential also cut the time to prepare new product features by half and saw major process improvements, such as anniversary letter preparation becoming fully automatic.

Prudential

Marcin Sagała

Head Of It