Automation of Schemes and Claims Process

Business Context

The Client is a Pharmaceutical Organization that is a market leader in nutrition products. The company has an extensive on-the-ground sales process. There are different types of schemes rolled out to their customers to enhance their sales.

Challenges faced

The major challenges the client faced:

1. -Tracking of schemes and the validity period.
2. -Challenges to verify if the right claim is made against the Right scheme.
3. -Pulling up and referring to the required documentation before approving the claim.
4. -Difficulty in giving visibility on claims settlement status.

Our Solution

We have implemented an end-to-end solution which involved understanding the process, challenges, designing the solution, and implementing the same.

Brief approach for the solution:

1. -Sales leader and HO admin can define the schemes for different products and teams.
2. -The sales team can also get a quick understanding of schemes.
3. -The sales team, each individual, can submit the right claim for approval.
4. -Sales team can attach the invoices and computation of claims as required.
5. -Well-defined multi-level workflow for the claim approval.
6. -Interface with ERP to get updates on settlement status.

Benefits from our Solution

1. -Better Data Access
2. -Better Data Integrity
3. -Less paperwork
4. -Fewer operational costs
5. -Completeness of process
6. -Audit Trail
7. -Visibility to the customer
8. -Identification of Duplicitous Claims
9. -Quick Turnaround time
10. -Improvement in Sales Force Productivity
11. -Reduction in Cost