Accounts & reconciliationUnilight Reinsurance Brokers
- The challenge
- A seven-person team spent weeks manually matching insurer statements and following up on differences.
- With SIBRO
- Reconciliation became exception-based, so the team could focus on records that actually required attention.
7 → 3The reconciliation activity required fewer people, while commission recovery became faster.
Continuous improvementSecurus Insurance Brokers
- The starting point
- A request to notify customers from the Claims Query workflow created a clearer communication trail.
- How it evolved
- Requests from multiple brokers expanded notifications to more workflows and ultimately led to master-based email templates that each firm can configure for its own needs.
One idea → a flexible systemA customer problem became a reusable capability without forcing every broking firm to communicate in the same way.
