Case Study: Risk Management Advisors halves policy issuance time with Pulpstream

Risk Management Advisors Streamlines Insurance Claims Management

Risk Management Advisors, Inc. (RMA), a national captive insurance and self-insured plans firm, needed a faster way to manage insurance policy generation and claims handling. Before working with Pulpstream, its team relied on spreadsheets, Word documents, and shared network folders, making policy issuance time-intensive and difficult to track across clients with hundreds of policies.

Pulpstream digitized RMA’s policy and claims workflows with a low-code process management platform and a self-service client portal. The solution centralized records in a searchable cloud, automated task routing and notifications, and improved visibility into ownership and edits, cutting policy issuance time in half while creating more transparency, accountability, and efficiency for both RMA and its clients.

Risk Management Advisors, Inc.

Sabrina Straley

Client Service Director for Risk Management Advisors