Centralized QC Driving Accuracy & Efficiency of Quality Audits of Disbursements for Property Insurance

The Client

A leading Property & Casualty insurance company


Quality audits performed manually using multiple excel sheets and Microsoft Access-based tools made it difficult to consolidate and analyze data

Solution & Execution

  • The Copasys® solution – a centralized QA platform which supports:
  • Assignment of data (once uploaded) through Copasys to different auditors; auditors perform the audit & save the results on the platform. Reports generated through PowerBI and exported, thereby reducing several manual steps
  • All audits results stored on the Copasys platform, eliminating the need for storing data in excel files
  •  The audit has a step-by-step flow so that none of the mandatory checks are missed, ensuring accuracy of audits
  • Ease in generating various reports for management review

Value Delivered

  • 200 users are now part of centralized QC functions covering 8 processes
  • 170000+ records processed
  • 160+ reports driving insight ,Trends, data analysis leading to decision
  • 50+ Excels sheets and manual steps of consolidation of data on daily basis eliminated leading to efficiency & accuracy
  • Flexible audit tool to configure/ modify checklists, user roles, data fields, display preferences compared to MS access based tool requiring tech skill
  • Highly scalable to create any number of checklists with different formats, multiple sampling methodologies
  • Pre-defined workflows for audits and re-audits
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