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P&C Insurer Extends IBM Case Manager
with Pyramid eXpeditor

A Case Study

 

Client Overview

Based in Cincinnati, Ohio, our client focuses primarily on property and casualty insurance. They offer specialty commercial products for businesses as well as traditional fixed and fixed-indexed annuities in the retail, financial institutions, and education markets.

The Challenge

Being a leader in the insurance industry means innovating your internal processes to facilitate organic growth. Knowing this, our client took a look at their existing underwriting and policy administration systems. Doing so, they noticed several bottlenecks that needed immediate attention within their case management system, IBM Case Manager. 

Realizing they were not using the full capabilities of IBM Case Manager, they also saw it was highly customized, leading to maintenance issues. To make things worse, their document viewer was incapable of loading and viewing large documents; Users were unable to split a document into two or merge documents together. 

Altogether, these issues were causing serious delays for our client. Our client decided to partner with Pyramid Solutions because of our experience working with IBM Case Manager with the benefit that they had their own add-on tool, Pyramid eXpeditor, which among having a split-and-merge feature, would add capabilities to enhance IBM Case Manager.

Our Innovative Solution

We kicked off the project by assessing the client’s IBM Case Manager configurations. We decided to first attack the customization issues that were holding the client back and then enhanced IBM Case Manager with Pyramid eXpeditor

Pyramid eXpeditor is a “plug-and-play” tool that is used to complement IBM Case Manager with added capabilities and widgets for better user experience and functionality including:

  • Document bookmarking
  • High-speed viewer
  • Free form notepad
  • Worksheets to complete work
  • Enable cross-repository searching
  • Split-and-merge content

 

 

 

Technology Used:

  • EIBM Case Manager
  • EPyramid eXpeditor

Our Exceptional Results

“Pyramid eXpeditor was pivotal in closing this deal because it’s a product that was highly sought after. They tested it, they trusted it, and due to the high adoption rate of the viewer among their peer insurance companies, they were tied to it. It became a huge compelling reason to act.” 

IBM Business Analytics Account Executive, Financial Services Sector

We helped our client maximize  IBM Case Manager.

How can we help you make the most out of your applications and environments?

Whether you’re dealing with legacy technology or buggy applications, Pyramid Solutions is here to help. We are experts in finding ways to optimize and automate our client’s processes and technology so that they’re able to efficiently work and be more productive. Reach out to us with the issue you’re currently facing and let you know what solutions we have to fix it.