Make Automates Insurance Operations by boosting efficiency and reducing manual workload at Arden Insurance. This article will teach you about:
- How automation can speed up daily tasks.
- The benefits of automating invoicing processes.
- The impact of automation on a company’s growth.
- Ways automation saves time and reduces errors.
Make Automates Insurance Operations: Revolutionizing Efficiency
Tyler Diogo first discovered a love of automation while managing an online community for a video game. He saved time using automation to send messages and update calendars. He then applied this knowledge to his work life. As Operations Manager at Arden Insurance Services LLC, he saw potential for automation in his daily tasks.
Streamlining Processes with Make
Arden Insurance, a firm specializing in insurance for property owners’ associations, handles over $150 million in billing and collections yearly. Tyler aimed to reduce the time spent on past-due notices, a critical part of their payment collection. Manually, this task was time-consuming and prone to errors. Tyler decided to automate this process using Make.
He created a scenario called “Invoice Archive” to manage this. The scenario begins by saving the original invoice email when a new invoice is sent from their Microsoft Outlook account. If an invoice is overdue, a new row is added in a Google Sheet, triggering a follow-up. The Make scenario then attaches the original invoice email from OneDrive to a reminder email, which is personalized and sent to the client.
This automation now runs daily, sending out hundreds of invoices automatically. What used to take up to five hours now takes mere seconds. This efficiency has led to an unexpected benefit: customers now initiate contact to settle their invoices more promptly.
Expanding Automation Across the Company
The success of the Invoice Archive led to what Tyler calls the “age of automation” at Arden Insurance. More scenarios followed, automating critical processes like mailing legal notices. A comprehensive scenario manages everything from data formatting to sending the letter and collecting proof of delivery. This saves the team more than three hours each day.
With Make, Arden Insurance has seen a significant drop in outstanding invoices. The time saved has allowed them to double their business annually. Tyler enjoys being able to implement custom, quick solutions that have a direct impact. The ease of creating and deploying these scenarios through Make has been a game changer for the company.
In 2023, Tyler estimated that automation saved around 17,000 hours of work. By 2024, they expect this to grow to 34,000 hours. These hours can now be redirected to other priorities, aiding the company’s growth and efficiency.
Overall, Make automates insurance operations at Arden Insurance, not only saving significant time but also contributing to substantial overhead savings. The company continues to thrive with the help of automation, reducing manual workload and enhancing customer interactions.
Conclusion
The story of Arden Insurance shows how using Make Automates Insurance Operations can transform a company. Thanks to automation, the company now saves thousands of hours every year. This lets them grow faster and serve more customers. Automation helps them do their work faster and better, which makes both workers and customers happier.
