Story
Julius Baer Uses SS&C Intralinks for Policy and Claims
Julius Baer, a financials organization in Switzerland, uses SS&C Intralinks from SS&C to support insurance operations for underwriters and claims handlers.
Value results
| Category | Value result |
|---|---|
| Capability | Underwriters and claims handlers work from the same SS&C Intralinks record for policy and claims |
| Capability | Policy and claims can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for policy and claims |
Story
Inside Julius Baer, insurance operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of Switzerland. Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.
Julius Baer uses SS&C Intralinks from SS&C as the working layer for policy and claims. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. The practical change is simple: insurance operations has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Julius Baer gets from SS&C is a durable place to run insurance operations and a way for underwriters and claims handlers to see the same policy and claims at the same time.