Valuehub | Your Go To CRM Partner

Insurance Company Streamlines Claims Process Through Zendesk Technical Guidance

Business Overview

Business provide nationwide insurance facility with 13000 accredited and with 400+ employees. They are looking for technical guidance to deal with varied challenges.

Challenges

Siloed Communication Channels — Claims and facility inquiries were coming in from email, walk-ins, calls, and direct facility partner communications, with no unified tracking.

Manual Ticket Routing — Support staff manually assigned tickets for facility-related requests, slowing response times.

Inconsistent Claim & Facility Interaction Quality — Supervisors lacked visibility into all 13,000 partner facility communications.

Slow Internal Approvals — Back-and-forth between claims, facility management, and underwriting caused processing delays.

Limited Self-Service — Policyholders and facility partners lacked easy access to claim requirements, partner status, or service guidelines.

Solutions We Offered!

Valuehub delivered end-to-end Zendesk optimization—streamlining claims and facility workflows through AI agents, Copilot, Auto QA, omnichannel setup, SLA-driven forms, and a structured knowledge base for 13,000+ partners.

Outcomes in 4 Months

The claim acknowledgment time was reduced from 1 day to just 4 hours, ensuring faster response and improved client trust.

Facility request resolution time improved by 45%, enhancing operational efficiency and partner satisfaction.

Quality assurance coverage increased from 10% manual sampling to 100% automated reviews through Zendesk Auto QA.

The first contact resolution rate rose by 25%, reflecting improved agent effectiveness and streamlined communication.

Customer satisfaction (CSAT) for both claims and facility services saw a 15% boost, highlighting the overall success of the transformation.