Case Study: Chartis Insurance achieves automated, paper-free underwriting and sub-2-hour turnaround with OpenText Case360

Chartis Insurance automates underwriting for faster turnaround and improved customer care with OpenText case management system

Chartis Insurance, a global property and casualty insurer serving some 40 million clients in 160+ countries, was overwhelmed by paper: nearly 25,000 manual case files and more than 3,000 daily status updates left underwriters chasing documents, missing opportunities, and facing regulatory and audit risks. The paper-based workflow created backlogs, slow quote turnaround and prioritization problems that hurt competitiveness and customer service.

Chartis deployed OpenText Case360 to automate intake, create electronic case folders, prioritize work with business rules, and integrate with its reservation system for web-based, multi-user access and disaster recovery. The change cut underwriting cycle time from 48 hours to under two hours in some cases, reduced submission-to-quote time by 33%, slashed application reservation from 24 hours to minutes, lowered cost per application by more than 60%, and improved visibility, productivity and customer service—allowing the company to process more business without adding resources.

Chartis

Barry Sergeant

VP and Senior Information Officer