Successful Cases / Eureka

Eureka

Digital Transformation in Insurance Management

Argentina

Eureka’s purpose is centered on providing access to various professional services for insurance producers and organizers in Argentina.

Customer

Eureka es una plataforma integral de gestión diseñada específicamente para productores de seguros, que ha revolucionado la manera en que más de 100 profesionales del sector gestionan sus carteras de clientes y optimizar sus operaciones diarias.

Situation status

Eureka’s purpose is centered on providing access to various professional services for insurance producers and organizers in Argentina. Insurance producers face multiple challenges in their daily operations:

  • Need to improve operational efficiency and competitiveness
  • Fragmented information management across different insurance companies
  • Difficulty monitoring KPIs and performance metrics
  • Manual process for tracking policy expiration dates
  • Lack of visibility into the status of bank-processed policies

Our work

To support them, we jointly developed a 100% customized platform that offers:

  • Centralized Management
    • Primary integration with Mercantil Andina
    • Ability to unify data from multiple insurers
    • Personalized dashboard by user type
  • Analysis and Monitoring
    • Detailed KPI tracking
    • Month-to-month comparative metrics
    • «Traffic Light» system for expiration control
  • Visualization of:
    • Number of insurances
    • Number of policies
    • Commissions Premiums
  • Automation and Notifications
    • Automatic email expiration alerts
    • Monthly notifications of bank policy bounces
    • Generation of customizable PDF reports
  • Training and Support
    • Educational resources center
    • Frequently asked questions section
    • Integrated tutorials
  • User Hierarchy
    • Organizer role (supervisors) with global team view
    • Producer role with access to individual metrics

Result

  • Successful implementation with over 100 active producers
  • Greater transparency in portfolio management
  • Increased operational efficiency Improved client satisfaction
  • Reduced administrative management time

Having an entrepreneurial mindset is a key element that is part of all Eureka programs.

For this reason, their new platform has become an indispensable tool for insurance producers, transforming the way they manage their operations and significantly improving their market competitiveness.

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