Case Study

SURA Seguros

Awarded the “Global Awards for Excellence”

by the “Workflow Management Coalition, WfMC.”

About SURA & the Project

In 2012 SURA Chile selected AuraPortal to automate the company’s strategic processes and implement a process management culture that enables Management to check the status of each process and, based on the established indicators, make well-informed decisions to achieve optimal company development.

rsa - bpm

The Challenge

To offer customers the best possible service and adhere to its innovation policy, SURA Chile decided to start a BPM (Business Process Management) implementation project. To begin, SURA wanted to automate its Business Request and Insurance Policy Quotation processes. Before the implementation, these actions (Request and Quotation) were carried out manually using Excel, which resulted in errors, delays and did not allow any activity monitoring.

The Solution

SURA has a portfolio of important projects that are being implemented with AuraPortal:

Insurance Policy Quote

This implementation starts with the “Insurance Policy Quote” process that requires a high degree of automation, document management and integration with other applications. For example, 10 points of integration with IBM’s AS400 Oracle database.

From Quotation Request to Policy Distribution

The system treats each quoted result individually and when all the quotes have been found, it links the final result to the customer according to the company-defined parameters.

High degree of automation

In order to control the various authorization levels & to manage the automatic distribution of tasks and emails to the relevant users. It must also keep a history of the requests and quotations that have been executed whilst indicating any change in its status and the date.

Real-time monitoring 

Process control points make it possible to view the status of each Request and Quotation as well as obtain reports and graphs to analyze situations, times, delays and act upon this using personalized reports as ordered by the business.

BPM Software Key Industries

Great Results

By implementing the BPM tool in the Request and Quotations processes, it has been possible to monitor the reasons for obtaining or losing any business by focusing all efforts on the improvement of the “Hit Ratio” and thus closing as many business deals as possible.

Superior Results

Greater analytical capacity0%
Efficiency improvement0%
Integration with other applications0%
Improvement in internal communication0%
Sura Case Study
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Sura Case Study
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Interesting facts about SURA

Suramericana was founded in 1944 in Colombia. In 1946, it had two offices: one in Bogota and another in Medellin. It then began to expand nationally and internationally, with backing from its parent company Sura Group, which currently provides transfer of operational, commercial and financial synergies. Today, Suramericana has presence in nine Latin American countries: Mexico, El Salvador, Dominican Republic, Panama, Colombia, Brazil, Uruguay, Argentina and Chile.

73
Years of experience

Created in 1944.

300
Years of experience in Chile (RSA acquisition)

Suramericana acquired RSA Chile in 2015. RSA has over 300 years of experience in the UK and Chile.

9
Presence in 9 Latin American countries  

SURA is one of the leading multinational insurance groups.

19
Offices

In: Arica, Iquique, Calama, Antofagasta, Copiapó, La Serena, Viña del mar, Santiago, Rancagua, Curicó, Talca, Chillán, Los Ángeles, Concepción, Temuco, Valdivia, Osorno, Puerto Montt and Punta Arenas.

Do you want to know more?

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