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Automatic

invoicing module

INSURANCE / INVOICING

OBJECTIVE

Automatic generation of policy invoices through direct connection to the database to reduce both information errors and the time invested in the issuance of more than 500 policies per month.

SOLUTION

Development of an Invoicing Module integrated in the policy management system with an automatic certificate stamp.

PROCESS

01

Discover & Strategize

Lean Manufacturing study-application on priority processes to determine waste and prioritize main issues to solve. Likewise, benchmark among invoice suppliers which will offer automatic invoicing models.

02

Assemble

Development and integrations of the invoicing system with the IRS certification supplier.

RESULTS

78% invoicing cost reduction and a 75% cutdown in time invested in information validation.

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