Filed Under:Carrier Innovations, Analytics & Data

Case Study: Survey Says!

Automating risk control surveys speeds process and provides more accuracy.

In judging risk, insurance carriers have always been dependent on getting the best possible information in a timely manner. For Society Insurance, an aging manual process wasn’t filling those needs so the carrier went looking for a solution that would improve the process it used to survey risks for its commercial lines business.

Society had several risk control issues to deal with as it searched for a better solution, according to Mike Rosenau, Society’s risk control manager. The carrier was conducting business in a highly manual process that involved ordering risk control surveys, maintaining reports, and uploading data into the company systems.

The hardest part of the implementation was identifying the pieces of the survey process that were going to be eliminated, according to Rosenau. If a process was going to be eliminated, Rosenau felt the carrier needed to learn if that process had some type of hidden value that would be missed.

“Was someone going to wonder why we were missing that piece?” asked Rosenau. “Training those people that aren’t living and breathing the system every day was problematic. They didn’t use it enough so we had to revisit training on the system.”

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