Utica National Insurance Group OnBase Integration Case Study

This case study details the integration of OnBase with Duck Creek Technologies by Utica National Insurance Group, a top 100 insurance organization in the U.S. The primary challenge faced was the lengthy evaluation process of insurance applications, which relied heavily on paper documentation. The integration aimed to streamline this process by automating the intake of applications, allowing for quicker evaluations and improved efficiency. OnBase's workflow capabilities enable automatic declines of unsuitable applications, while viable ones are expedited to supervisors for further assessment. This integration not only enhances internal processes but also improves the experience for independent agents and brokers, ensuring they can access necessary information easily. The case study emphasizes the competitive advantage gained through this integration, highlighting increased speed, reduced expenses, and better service delivery. The results indicate that Utica is now better positioned in the market, with improved operational efficiency and a commitment to customer satisfaction.