Trexis Insurance decided to integrate Process One, a One, Inc. product. ProcessOne® is a cloud-based payment processing and reconciliation solution that eliminates or dramatically reduces your credit card costs, while simplifying the payment process for their customers and staff.

Developed to address the unique needs of the insurance industry, ProcessOne enables you to offer your customers the convenience of card-based payments along with real time access to customers’ payment information.

The Challenge

Trexis has a difficult internal process that involves multiple offices and decision makers. The stakeholder engagement is high but slow moving. This created an environment of constantly changing requirements and processes.

The Solution

Starshot implemented a stringent project management process that required all changes to go through a process, all conversations to be documented, and client needs to be reviewed on a regular basis.

Impact

ProcessOne helps improve the client's insurance business processes. The new web app enables them to offer their customers the convenience of card-based payments along with real time access to customers’ payment information.

The automated payment processing and routing gradually streamline their internal processes, eliminating line item reconciliation, thus increasing customer retention and profitability.