Process Implementation

Collaboration between your employees and our consultants is critical to our way of doing things. We bring years of experience of developing internal teams and task forces that successfully execute their mission, and of leaving behind an educated and engaged workforce to support your continued success.

Helping clients achieve the changes they want for their business is our business. We are skilled in helping you and your employees plan for and manage the changes your organization will experience. 

Business case studies available. 
Contact: Process.Implementation@wexfordpartners.com

Small Footprint --- Big Results

Sample Engagements

• Call Center

Co-led the review of a contact center at a large multi-line insurance company. The initiative was to determine how to convert multiple call centers within the firm to a more efficient structure. We proposed a single contact center with both inbound and out bound capabilities, supplemented with an outsourced outbound function. These recommendations reduced EFT’s 30% and increase sales by 52%.

• EFT Premium Payments

Directed and designed a process analysis of the electronic funds transfer premium payment process for a large life and health provider, which resulted in a streamlined process with recommendations concerning structure, staffing, systems and bank relationships. 

• New Business Processes

Designed and directed an analysis of the new business issuance process of a major life and health provider. The result was the design of a complete process model of an end-to-end issuance process.

• Key Process Indicators

Facilitated the mapping of the Key Process Indicators (KPI's) to the on-going projects in support of the customer relationship initiative at a large life and health provider. This effort was essential to the prioritization of resources in support of the CRM effort. 

• Specialty Insurance Company

Led a process re-design for a specialty property insurance company. The project’s scope included the underwriting, claim, payment processing, and policy production areas. The projects focused on increasing customer satisfaction through improved response to their needs, while seeking cost containment strategies. The projects were also heavily involved in the change management and organizational structure issues. 

• Asset Retention

Improved the response time, at a large multi-line financial firm, and compliance in the processing of death claims of variable annuity products without changing the technology infrastructure. Resulted in significant improvements in the timeliness of handling of issues, this dramatically improved the percentage of assets retained.