Flow Trixs Boosts Efficiency for Global Insurer with 80% Faster Processing
Discover how Argo Group, Inc. leveraged intelligent automation by Flow Trixs to streamline its agent statement process, reduce manual effort, and cut processing time from 10 minutes to just 2 minutes per statement.
Client Overview
Argo Group, Inc. is a global specialty insurance and reinsurance provider offering tailored property and casualty coverage through an extensive network of brokers and agencies. Focused on helping businesses manage complex risks efficiently, Argo combines domain expertise with innovative insurance solutions to strengthen client confidence and operational resilience.
The Challenge
High Effort and Compliance Risks in Manual Statement Processing
Argo’s agent statement process was entirely manual, leading to delays, inconsistencies, and compliance risks. Each step—from account classification (CAPS, EDGE, or both) and statement generation to email delivery and archival— was managed by a six-member team.
The team processed 400–500 statements monthly, with each statement taking nearly 10 minutes. Repetitive tasks like converting files to PDF, verifying recipients, and manually archiving records increased turnaround time and audit risk. SLA pressures demanded a two-day completion target, which was often challenged by conversion errors, delivery failures, and misfiling. Argo needed a scalable, error-free automation solution to streamline workflows and ensure compliance.
Flow Trixs Solution
Transforming the Agent Statement Workflow with Intelligent Automation
To address inefficiencies, Flow Trixs conducted an in-depth process analysis to identify pain points, from manual conversions to compliance risks, and deployed a fully automated, rule-based workflow powered by intelligent automation.
1. Process Mapping and Rule Definition
Flow Trixs defined rule sets for differentiating account types (CAPS, EDGE, or both) using structured data logic. This ensured accurate statement routing, even for incomplete or missing information.
2. Automated Statement Generation
Bots were configured to convert Excel-based statements into PDFs automatically, while retrieving EDGE statements directly in PDF format. Duplicate or empty statements were filtered, ensuring only valid files were processed.
3. Automated Email Composition and Delivery
Intelligent bots populated agent-specific details, including email addresses, subject lines, and attachments, using dynamic data mapping. Emails were sent through Outlook seamlessly, eliminating manual input and human error.
4. Automated Filing and Exception Handling
Once sent, copies of each statement were automatically archived in ImageRight with accurate metadata. Exception-handling modules managed missing data, failed deliveries, or filing issues without workflow disruption.
5. SLA Compliance and Operational Continuity
The automated solution delivered consistent, reliable results, meeting SLAs, reducing turnaround time, and maintaining continuous process reliability with full audit readiness.
Through this end-to-end automation journey, Flow Trixs transformed Argo’s statement process from a labor-heavy workflow into a scalable, error-free digital operation.
The Outcome
Reduced Effort, Improved Accuracy, and Stronger Compliance
The automation delivered measurable results:
- Processing time reduced from 10 minutes to 2 minutes per statement.
- Monthly volume of 400–500 statements managed seamlessly by automation.
- SLA adherence reached 100%, meeting all turnaround targets.
- Manual interventions for conversion, email delivery, and filing have been eliminated.
- Approximately 6 FTE hours saved per cycle through full automation.
- Audit-ready metadata ensured compliance and transparency.
This transformation not only boosted efficiency but also reinforced Argo’s trust in Flow Trixs as a strategic partner for automation and digital evolution.