Prozessautomatisierung im Makleralltag: Vom Tarifvergleich bis zur geprüften Policierung

Introduction to a webinar discussing process automation from request to approved policy storage. The speaker introduces themselves and their guest, Thomas Bayer, who challenges the common belief that automation requires large teams.

Discussion on achieving significant automation efficiencies with minimal staff through proactive approaches and small steps.

Exploration of the KFZ theme scenario with various scenarios and challenges, focusing on addressing significant policy adjustments proactively.

Utilizing filters to select data for import, generating follow-ups, communicating with customers, and leveraging technology for automated processes.

Implementation of QR codes in forms for automation, initial steps in the process chain, and analog processes transitioning to automated ones.

Interaction with customers, providing offers, EVB number processing, and arranging policies outside the main process chain.

Addressing policy imports, data maintenance, using system timestamps for monitoring, and implementing escalation steps for effective management.

Utilizing GDV imports, system converters, and CSV files for efficient data management and system integration.

Exploration of BiPRO for data processing, collaboration with partners, and automation possibilities for data refinements.

Implementation of BiPRO for automating processes, document creation, partner reliability, and system updates.

Discussion on additional automation strategies, data consolidation, process extensions, and system enhancements for efficient operations.

Discussion on filtering individual cases where something went wrong and the actions that can be taken to rectify them.

Sending information letters to customers, especially first-time offenders, to enlighten them on the consequences of not paying their premiums.

Encouraging customers to make regular payments for their contributions to the organization.

Planning future events, deep dives, and elaborations on specific topics for continued engagement with the audience.

Discussion on the importance of automation, improving processes, and addressing potential challenges in streamlining operations.