Remodeling of the Advisory Process – Digital Journey Qorus-NTT DATA Innovation in Insurance Awards 2026

The project aims to expand the Digital Journey for Brokers, providing them with full autonomy to update their registration data and register their introducers directly in the Business Portal. The initiative seeks to:

• Eliminate manual and bureaucratic processes.

• Ensure greater agility and accuracy in registration updates.

• Provide brokers with a modern and efficient digital experience.

Reasons

Before the implementation, the registration of introducers was carried out through manual processes involving email exchanges and the submission of physical documents. This resulted in:

• Slow updates of information.

• Risk of errors and rework.

• Broker dissatisfaction due to the lack of autonomy.

Digitalization emerged as a response to the need for operational efficiency and improvement of the broker experience.

Competitive Landscape

In the insurance market, many companies still maintain partially manual processes for registration and data updates. This initiative positions the insurer as a reference in digital innovation, standing out by offering autonomy and convenience to its business partners.

Sources of Inspiration

The project was inspired by:

• Digital platforms from banks and fintechs, which already offer customers full autonomy to update their data.

• Self-service experiences in other sectors, such as telecommunications and e‑commerce, which have demonstrated significant gains in satisfaction and efficiency.

Departments Involved

• IT Holding

• Operations Directorate – Holding – CSC – Registration Management

• Digital Channels

Key Results Achieved

Since implementation, the results have been significant:

• Brokers satisfied with greater autonomy and reduced bureaucracy.

• Faster processes, with a substantial reduction in registration and update times.

• Lower operational costs by eliminating manual and physical steps.

• Increased reliability of information, as data is entered directly by brokers and validated in the online system.

• Strengthened relationships with brokers, who now view the insurer as an innovative and efficient partner..