Story
Intuit
Wells FargoWells Fargo Extends Credit Karma Across Insurance Operations
Wells Fargo, a financials organization in the United States, uses Credit Karma from Intuit to support insurance operations for underwriters and claims handlers.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because policy and claims has a clear owner |
| Productivity | Handoffs in insurance operations sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Credit Karma is the governed place underwriters and claims handlers use for insurance operations |
Story
Inside Wells Fargo, insurance operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.
Wells Fargo uses Credit Karma from Intuit as the working layer for policy and claims. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. 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 Wells Fargo gets from Intuit 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.
