How to Build a Strong Automation Strategy for Your Claims Management System

Independent adjusting (IA) firms are losing valuable time and money every day, stuck in outdated processes they hesitate to acknowledge. While teams get bogged down with endless paperwork, their competitors are surging ahead, leveraging automation to transform efficiency into an advantage. But not just any automation will do—it needs to be smart, strategic, and built to make an impact from day one.

When done right, automation doesn’t just eliminate bottlenecks; it redefines how you do business. In this issue, we cut through the noise with actionable tips for building a solid strategy that works for you. It’s time to stop spinning wheels and start setting the pace with automation.

Featured Article: How to Build a Strong Automation Strategy for Your Claims Management System

4 tips for building a strong automation strategy

1. Communicate: Engage stakeholders early and provide open communication to build support. Demonstrate how automation enhances workflows and shifts focus to higher-value tasks and then train workers whose roles will be affected to navigate the transition confidently.
2. Plan your budget: Treat automation as a long-term investment. Start small and prioritize high-impact, scalable, cost-effective solutions.
3. Measure success: Track key performance indicators (KPIs) like processing time, error reduction, cost savings, and customer satisfaction to evaluate automation's impact and refine your approach over time.
4. Properly manage legacy systems modernization: Use middleware or APIs to bridge old and new systems. Conduct phased implementation, with thorough testing at each stage, to catch and rectify issues before scaling up.

By implementing these tips with the help of a reliable technology partner, you can set up your automation initiative for success from the start.

What’s your biggest challenge in adopting automation??

• Resistance to change
• Budget constraints
• Measuring success
• Modernizing legacy systems

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