Case Study: Next Insurance achieves smoother operations and faster claims processing with Workato

How Next Insurance routes 300+ calls/hr to the right customer service agents

Next Insurance needed to streamline call center coordination, which had been slowed by manual processes and a high risk of human error. With Workato, the company was looking for a way to automate routing and reduce the need for manual checks and re-routing.

Workato went live in just a week and quickly expanded beyond the initial use case. It automated call routing, employee onboarding, claims processing, and other tasks, including updates in Expensify. As a result, calls were sent to the right agent, claims service became faster and more comprehensive, and the company saw significant time savings across operations within just two months.

Next Insurance

Shlomi Shpilman

Business Applications Manager