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On Demand Adoption & Support Program

Solution: End User Computing Tags: Microsoft, SGI Type: Document Industries: Insurance

Creation of New Workflows in O365 Drives a Productivity Outcome for Claim Adjusters

THE OPPORTUNITY

Working together, SGI and WBM Technologies are providing on-demand technology adoption support, using an always available standing Teams session, or “Ask Me Anything” (AMA) service.

  • On April 30, 2020, an SGI adjuster joined the AMA, wondering if there was an easier way to extract and save claim photos that were received via email.
  • Some claims had hundreds of photos embedded in one email, requiring an adjuster to spend hours clicking and exporting each photo individually into the system.
  • The WBM Experience Team created a workflow for the adjuster, who suggested that if others knew this, the impact could be significant.

After consulting with SGI, the WBM Experience team produced an adoption video that was uploaded into SGI’s Brainstorm portal along with two quick survey questions to capture and measure the results. The feedback has been amazing.

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