Case Study

How OGI helped Capurro Insurance with their Core Cloud platform

Capurro insurance, insurance, core cloud platform.

Nicolas Palacios Capurro, Business Development Executive at Capurro Insurance, recently spoke to us about the Core Cloud platform and how it was designed to improve both the customer experience and colleagues’ working day.

More efficient way of working

Thorough training for a seamless transition

Solution: Core Cloud

Digital transformation is a powerful tool for business today – something the Gibraltar-based Capurro Insurance recognised when it approached Open GI (OGI) about a new document handling system.

“We needed to modernise our ways of working and Open GI helped”

Before working with OGI, Capurro Insurance had been heavily reliant on paper files. This was not only inefficient but the regular, high volume of printing necessary to service clients ran up costs that were avoidable with the use of a digital service. Sustainability forms a big part of our business’s strategy, so any proposed system needed to minimise waste as much as it needed to improve internal processes.

Our traditional way of working had become difficult to manage, not to mention expensive. But we recognised the right software would make it easier for us to liaise with agents and would also create other efficiencies that are simply not possible when working on hard copies. The team saw OGI could take the business forward, so we got in touch.

“Open GI’s training was thorough and helped us transition seamlessly to a new, more efficient way of working.”

Replacing older files with new and unfamiliar workflows can be daunting – especially when the onboarding process fails to cover all possible working scenarios. So, it was helpful when OGI invited us in for in-depth training ahead of implementation. We liked the hands-on aspect of these meetings, as they allowed us to get familiar with the product before using it ‘in the field’. Our project manager and the OGI development team recognised the importance of this process and were active participants throughout the build.

OGI also emphasised the importance of the pre-configuration sheet. We provided as much detail as possible, which helped to eliminate any integration issues ahead of launch and also helped to identify where extra functions might be necessary. The development team, for instance, found it would be time-consuming for us to deal with agents using only the standard package, so enhanced processing and payment features were incorporated later on. This may seem like a small change, but it’s attention to detail that’s ultimately made the switch much smoother for us all.

Find out more about Capurro Insurance Services

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