New York, USA - Optimizing Claim Management Efficiency with Salesforce and Zoho Creator

Introduction

A large New York-based multinational corporation was facing significant inefficiencies in their manual claim management process. To accelerate claims settlement and gain complete visibility over their workflows, the company partnered with Codinix Technologies to implement an automated, scalable claim management system using Salesforce and Zoho Creator. The result was a streamlined, intuitive solution that dramatically improved efficiency and visibility.

Client Overview

Headquartered in New York City, USA, the client manages a portfolio of nearly 100 companies across diverse industries, making them a prominent player in the American business landscape. Their operational complexity and scale required a robust digital solution to modernize internal systems, especially in claims processing.

Objective

The client aimed to:

• Replace their manual, time-consuming claim management system.
• Develop a centralized platform to manage and track claims efficiently.
• Enhance visibility across locations and vendors.
• Build a scalable and sustainable solution for long-term operations.

Challenges

Key issues included:

• Manual processing that delayed claims settlements.
• Lack of real-time tracking and claim status transparency.
• High dependency on resources for routine updates and follow-ups.
• A system prone to human error and inefficiency.

Solution

Codinix Technologies, a leading provider of Zoho Implementation Services, designed and delivered a comprehensive digital solution in just five months, powered by Salesforce and Zoho Integrations.

Key Components of the Solution:

• Salesforce Integration: Developed a tailored internal claim management system aligned with the client's unique workflows and approval hierarchies.
• Zoho Creator Integration: Enabled process automation and increased system efficiency, simplifying multi-location access for internal users and vendors.
• System Design & UI: Created a user-friendly platform requiring minimal training. Employees and vendors could easily submit, track, and manage claims through an intuitive interface.
• Monitoring & Reliability: Incorporated proactive failure monitoring systems to ensure consistent uptime and rapid issue resolution.
• Scalability: Built to evolve with the client's business, with ongoing enhancements and feature rollouts as operational needs change.

Technologies Utilized

• Salesforce CRM – Custom-built for internal claim tracking and workflow management.
• Zoho Creator – Enabled seamless automation and integration for efficient process handling.
• Zoho Integrations – Ensured real-time data flow and cohesive operations across systems.
• Failure Monitoring System – For consistent reliability and system health checks.

Results

The client experienced immediate and measurable benefits:

• Faster Claim Settlements: Automation cut processing time significantly.
• Increased Transparency: Real-time visibility into claim statuses across all business units.
• Improved User Experience: Minimal training required thanks to the intuitive system design.
• Operational Reliability: Ongoing system monitoring reduced downtime and errors.
  Scalable Growth: The solution continues to support new features and business growth.
  

Conclusion

With the expert guidance of Codinix Technologies, the client successfully transitioned from a manual to an automated, intelligent claim management platform. By combining the strengths of Salesforce and Zoho Creator, and leveraging industry-best Zoho Implementation Services, the solution not only solved immediate challenges but also established a future-ready framework for growth, visibility, and operational excellence.