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Q:What types of companies

2.

BRAZOS

have benefit from Business


Process Management
Software?
BPM Software works with Banks, Credit
Unions,

Property

insurance, Life

and

Casualty

insurance,

Pension

Management, andEmployee
Benefits companies.Processes
automated

include lending,

underwriting, claims, sales, customer


on-boarding,
change

customer

service,

requests,

payable

accounts

,and invoicing.

See

below

many great examples of Companies in


action.

Founded in 1975, Brazos Higher


Education
Service
Corporation
(BHESC) is the largest non-for profit
holder of student loans with total
assets in excess of $13B. Brazos uses
BPM software to automate more than
100
business
processes,
including loan originations, loan
purchases, collections, customer
services, payments, collections,
consolidations,
acquisitions,
marketing
transfers,
funding
requests, cure, and sales.

1. BANORTE-GENERALI
3.

With

$3.9B

Generali

in

revenues,

operates

Banorte-

banking

and

insurance institutions across Mexico,


including:

Afore

Banorte-Generali

(Pension Fund Management), Pensions


Banorte-Generali
Saguaros
Medical,

(Annuities)

Banorte-Generali
Auto,

and

Home

and
(Life,

Owners

Insurance). Banorte uses BPM Software


to

automate sales, on-boarding,

andcustomer

service across life,

medical, auto and other insurance


products

FAPCIC

As a business unit of First American


Corporation
(NYSE:
FAF),
First
American Property & Casualty began
writing fire insurance in 1979. The
company
now
writes
policies
nationwide for homeowners, dwelling
first, condominium and Renters. It has
an Excellent (A) rating from A.M.
Best. The company uses BPM Software
to streamline Endorsements and
New
Business.

4.

JLT

Formed in 1997 from the merger of


Lloyd Thompson and Jardine Insurance
Broker, Jardine Lloyd Thompson (JLT) is
an
international
group
of
Risk
Specialists and Employee Benefits
Consultants. JLT is listed on the London
Stock Exchange and is one of the
largest companies of its type in the
world with 6500 employees across 34
countries. JLT works with BPM Software
to enable growth and increase
efficiencies across more than 200
processes
5.

PREMIER SEE CHANGE

Started in 2003 as a consulting


business
specializing
in
pension
scheme
management,
Premier
Pensions Management Ltd today
provides third party administration,
actuarial and trustee services, and
financial
planning
and
wealth
management. With BPM Software, the
company
distinguishes
itself
withexceptional quality at the
most
competitive
rates.

6.

SSQ Financial Group is a leading


Canadian financial institution with
more than one million clients, $3
billion under management, and 1300
employees. The company offers group
insurance, property and casualty
insurance, realty management, and
investment and retirement solutions.
SSQ places strong emphasis on
customer service with over 95% of
groups renewing their contracts each
year the highest rate of renewal in
the industry. With BPM Software, SSQ
streamlines Medical Underwriting,
Group Insurance, Policy Changes,
Correspondence
Management,
among
other
key
processes.

SSQ FINANCIAL GROUP

7.

TOUCHSTONE HEALTH

Touchstone Health is a $200M


Health Plan/Insurance provider that
is
currently
serving
20,000
members. Founded in 1998, the
HMO works with Medicare and
operates primarily in the NYC area.
Touchstone
works
with
BPM
Software to enable Dynamic Case
Management
for
Claims,
Appeals
and Grievances.

Q: What are some of the

important functionalities the


bpm Product allowed?

Leading BPM suites deliver a variety of


process,
knowledge,
and
analytics
capabilities
in
a
unified
package. Processmanagement technol
ogy allows an organization to streamline its
operations by automating, executing, and
monitoring
business
processes
from
beginning
to
end. Knowledgemanagement andcoll
aborativetools enable
it
to
leverage
information by managing its documents and
content and facilitating employee interaction
in
collaborative,
knowledge-based
communities. Integratedanalytics help
increase visibility by delivering extensive
reports on key business operations and
process
execution
to
managers.

Process Designer:
Allows a trained user to analyze
and model a business process, step
by step, as well as assign logic to it.

Engine:
Executes the actual process flow,
assigning manual activities to
people and automated activities to
applications as the process unfolds.

Rules Engine:
Manages the flow of information
and activities within a process

according to the formulas and rules


assigned to it.

Knowledge
Management:
Allows users to share tasks,
content,
documents,
and
notifications through knowledge
communities.

Document
Management:
Provides a system for storing and
securing
electronic
documents,
images, and other files.

Collaborative Tools:
Remove
intraand
interdepartmental
communication
barriers through discussion forums,
dynamic workspaces, and message
boards.

Portal:
Gives users a productive workspace
for managing tasks, content, forms,
documents,
notifications,
and
reminders.

Process Analytics:
Provide continual feedback on the
process itself so that improvements
can be made in the future.

Business Analytics:
Enable
managers
to
identify
business
issues,
trends,
and
opportunities with reports and
dashboards and react accordingly