Customer Success Stories: HUB International-Puerto Rico

What do they say about us?

Antonio_Casellas_HUB_Puerto_Rico_Innoveo

Antonio
Casellas

President & CEO

HUB International-Puerto Rico

“Our insurance policy sales process has been very traditional, requiring manual data entry and hand-delivery of policies.

We needed to expedite the process so we could provide our customers with superior customer service, and ensure they receive their policies promptly. Our vision was to fully digitize the entire process. We knew Innoveo would successfully execute this.”

HOW IT STARTED

HUB International-Puerto Rico needed to identify how to convert a traditional, in-person sales process that required multiple customer visits to a digital experience that would be efficient and customer-focused. In addition, all policies required manual data entry which was cumbersome, time-consuming, and vulnerable to data entry errors. HUB International-Puerto Rico’s ultimate vision was to provide all stakeholders in the insurance sales journey – customers, agents, insurers, and partners – an immersive digital experience to facilitate and enhance their customer journey.

HOW IT WAS SOLVED

The Innoveo Skye platform provides a complete end-to-end solution offering straight-through processing from quote to bind, policy issuance and endorsements, and renewals. The solution will enable the ability to quickly add new insurers and products to the marketplace within days.

As a result, Innoveo converted HUB International-Puerto Rico’s retail sales from a largely paper-driven, in-person enrollment process to a fully digitized multi-channel marketplace offering a wide range of insurance products and a comprehensive digital customer journey.

 

HIGHLIGHTS

Customer Portal

  • Quote & Bind process with multiple business logic & underwriting rules
  • Endorsements & cancellations
  • Payment gateway integration
  • Workflow management per product line per policy status

Agent Portal

  • Enable brokers to quote & sell
  • Omnichannel experience
  • Commission reports

HUB International-Puerto Rico

Innoveo_Hub_PuertoRico_Plan_Selection

PRODUCTS

ACCIDENTAL – CANCER – HOSPITAL CASH

FEATURES

QUOTE – BIND – ENDORSEMENT – PRICING ENGINE – EMAIL SENDING – DOCUMENT GENERATION – PAYMENT GATEWAYS – ROBUST REPORTING