Sandbox Mutual Improves Information Retrieval and Cuts Response Times with ProNavigator's Knowledge Management Solution

Overview

Sandbox Mutual Insurance is a Canadian Mutual insurance company based in Saskatoon, Saskatchewan. It provides trusted and reliable home, auto, commercial, and farm insurance to policyholders in partnership with valued brokers across Saskatchewan, Alberta, and Manitoba. With a focus on providing delightfully simple insurance, Sandbox is committed to meeting the evolving needs of their customers.

Challenge

Sandbox Mutual faced several challenges in managing and accessing large amounts of insurance information. This often led to slower service and high training costs for new employees. The reliance on physical documents also impacted productivity.

Solution

ProNavigator provided Sandbox with a comprehensive knowledge management solution built for the insurance industry. Key features included:

  • Insurance-trained search that can index and centralize data, making it easier to find.
  • Automated updates & version control to ensure the latest information is always available.
  • A user-friendly interface that reduces training time for new employees to learn quickly.

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“By going paperless and centralizing our documents, we significantly improved efficiency and accuracy across our underwriting team. The user-friendly interface aided our training process, and our entire team has benefitted from the streamlined approach to retrieving information” says Sandbox Manager, Underwriting, Miranda Michel.

Implementation

With ProNavigator's system, Sandbox went paperless, centralizing all their documents for their underwriting team. Features like Snippets and Favorites allowed for easy access and customization. The process also improved document quality and identified issues like non fillable forms.

Results

The impact of ProNavigator’s solution was significant:

  • Efficiency: The Underwriting team could retrieve information much faster, reducing call handling times and improving customer satisfaction.
  • Accuracy: The centralized knowledge base ensured up-to-date and accurate information, reducing errors and enhancing compliance.
  • Usage Metrics: Since launching, Sandbox has more than tripled their search queries, with consistent monthly usage increases. Though initially rolled out for Underwriting, Sandbox has found that other departments, such as loss control, marketing, and product development, are now using the platform.

“Implementing ProNavigator’s comprehensive knowledge management solution transformed our operations and simplified our processes.” Miranda Michel, Manager, Underwriting

What users from Sandbox have to say:

“I greatly appreciate ProNav! It has been a complete game changer, constantly simplifying my work life. In my role at Sandbox, it has been an invaluable tool for training and learning. I can’t speak highly enough about this tool.“

“ProNavigator has been a game changer for me. It has made looking up information much faster and easier. I use it all day, every day.”

Additional Benefits

ProNavigator supports over 450 documents for Sandbox, covering personal, commercial, and farm insurance. Ongoing efforts include building out collections on popular topics (e.g., e-bikes, wildfires) to further centralize and streamline information retrieval.

Conclusion

ProNavigator’s knowledge management solution has greatly improved how Sandbox works, with clear measurable benefits.

For more information on how ProNavigator can help your organization, visit ProNavigator.