Case Study

SSQ Financial Group

Intro:

SSQ Financial uses BizFlow® for 10 business processes including policy change requests, correspondence tracking and medical underwriting. As a result, SSQ has increased productivity, improved management visibility and enforced accountability.

Overview:

With more than a million clients, 1,250 employees, and $3 billion under management, SSQ Financial is one of Canada’s largest financial institutions. 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. SSQ is leveraging BPM to streamline customer service for more timely results. For example, in the case of correspondence management, BizFlow® replaces email, which created black holes. With BizFlow® SSQ gains complete visibility and hold people to deadlines.

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