Case Study: ePayPolicy standardizes onboarding and improves visibility with TaskRay

ePayPolicy standardizes onboarding across three product families with TaskRay

ePayPolicy, an Austin-based payment solutions platform for the insurance industry, faced challenges in scaling its customer onboarding processes. Without a dedicated solution, the team struggled with inefficient, non-repeatable workflows and a complete lack of visibility into key performance metrics like time to go-live. This made it difficult to improve efficiency and assess the impact on customer experience.

By implementing TaskRay, a Salesforce-native onboarding and project management solution, ePayPolicy standardized its processes across all product lines. The vendor's platform enabled the use of templates for repeatable workflows and provided robust reporting capabilities to track new KPIs. As a result, ePayPolicy achieved highly efficient and standardized onboarding, which easily scaled to accommodate three new product families and provided the data needed for continuous improvement.

ePayPolicy