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Topic:Operational Excellence

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Showing 12 of 33 insights
guide

How to manage claims peaks with external operational support

Compare fixed structure, temporary support, and flexible talent in claims models. Discover which one removes backlog.

8 min readJan 2, 2026
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case-study

Claims Management in Brokerages: The Ramsec Case

Ramsec optimized claims management with operational efficiency and a flexible model to grow in the insurance sector.

8 min readNov 7, 2025
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article

Kepner-Tregoe Method to Solve Business Problems Efficiently

Learn how to use the Kepner-Tregoe method to make better decisions and solve problems.

6 min readDec 26, 2025
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article

How to transform a reactive brokerage into a flexible and preventive organization

Transform your brokerage from reactive to preventive and flexible, increasing efficiency and business results.

6 min readJan 6, 2026
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guide

Automation and flexibility to avoid bottlenecks in insurance

Avoid bottlenecks in insurance with automation and flexible teams for faster and more efficient processes.

6 min readJan 5, 2026
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case-study

Insurance Process Optimization: The BF Seguros

BF Seguros streamlines processes and boosts its commercial prospecting in insurance. We invite you to read how it managed to optimize its daily operations.

8 min readNov 4, 2025
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article

Outsource administrative tasks and improve your company’s efficiency

Learn how to outsource administrative tasks and gain time, efficiency, and control in your company.

8 min readJan 6, 2026
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guide

Checklist to assess your brokerage’s readiness for a DANA

Assess your brokerage’s readiness for a DANA and improve its operational resilience for a better response capacity.

7 min readJan 2, 2026
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guide

Is your insurance brokerage ready to outsource operations?

Determine if your brokerage can successfully outsource operations and grow without increasing fixed costs.

5 min readJan 8, 2026
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case-study

Success Story Digital Insurance Brokerage: PuntoSeguro

PuntoSeguro streamlined processes and reduced staff turnover thanks to Xternus, supporting its journey as a digital insurance brokerage.

8 min readNov 4, 2025
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guide

Optimize your logistics project management with this checklist

Practical checklist to manage logistics implementations and increase your ROI with KPIs and operational control.

8 min readJan 2, 2026
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case-study

Home Claims Management: The CuidaCasa Success Story

We present the CuidaCasa success story: Home claims management with operational efficiency and an enhanced customer experience.

8 min readNov 4, 2025
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