Optimizing Insurance Marketing:
Agility and Efficiency as Differentiators
- Development
- Equipe Editorial
Article written in partnership with collaborators Gabriela Name, at T2M since 2018 as a Business Specialist; Pablo Balbino, Head of Business since 2005 and Igor Correa, at T2M since 2021, as a Junior Business Analyst.
Our client, MAG Seguros, implemented an innovative project to optimize insurance sales, bringing more agility and efficiency to internal processes. Developed by our employees, the project was designed to meet the needs of the Insurance Company, arising from the need identified by the superintendence and technology, resulting in an MVP focused on the integration of product areas.
Applied Tools
Blueprint:
Used to eliminate the slowness of traditional process surveys, identifying pain points, opportunities and business rules from end to end.
BDOM (Business Domain Object Model):
Ensured that any requirement was validated in a domain diagram, ensuring adherence to the scope defined by the client.
Process Mapping 2B:
Covering everything from entering into a partnership to providing a digital channel for marketing products.
Existing Scenario and Challenges
Before implementation, sales at MAG Seguros faced several challenges, such as:
- High time to launch products and offers.
- Lack of integration between internal systems.
- Complexity in the offer creation process.
- Reduced reliability due to involvement of many areas.
- High operational and technical cost.
Optimization Strategy
By mapping the processes, it was possible to identify steps that could be automated and segment the flow into three macro steps:
- Commercial Need: Demands captured and forwarded to the IT and project team.
- Automated Processes: Configurations performed automatically.
- Digital Marketing: Creation of channels for selling insurance.
The Birth of Commercial eSIM
To solve these problems, eSIM Comercial was created, with the aim of generating autonomy and flexibility for commercial areas, reducing the gap between supply and production, and accelerating the entry of resources into the company.
The new process was structured as follows:
- Inputs: Product, Acceptance Policy and Commercial Need.
- Processes: Registration, approval and publication of offers, with automated integration between systems.
- Outputs: Ready-made commercial offer and digital channels for marketing (APIs, Personalized Store and Sales Channel for Brokers).
With this innovation, MAG Seguros consolidated its prominent position in the market, ensuring greater efficiency and agility in the delivery of products to its partners.
T2M is proud to have contributed to the realization of this important project.
Article written in partnership with collaborators Gabriela Name, at T2M since 2018 as a Business Specialist; Pablo Balbino, Head of Business since 2005 and Igor Correa, at T2M since 2021, as a Junior Business Analyst.
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