Case Study: Leading Reinsurer Company streamlines client onboarding and renewal with Vuram

Automation Successfully Cuts Down the Timeline And Errors Involved In Client Onboarding And Renewal Processing

Leading Reinsurer Company, a segregated account captive insurer and reinsurer of employee benefit captive programs, was struggling with a highly manual and time-consuming onboarding and renewal process. Before working with Vuram, the customer relied on spreadsheets, templates, macros, and paper-based follow-ups, which made it difficult to track applicant progress, manage signatures, and keep documents organized without delays or errors.

Vuram implemented an Appian-based low-code solution to automate the end-to-end onboarding and renewal workflow, including document generation, reminders, participant dashboards, and reporting. The new system reduced the time required to complete the process, improved visibility and accuracy, and saved an estimated 2 to 3 hours per week on document generation alone—about a 13% boost in weekly efficiency.