The digitalization of the consortia market arrived to make processes more agile, reduce bureaucracy, and make services more accessible. With this goal in mind, Embracon partnered with Evertec in search of tools capable of reducing manual effort and increasing process speed.

Andre Herculano, Project and Systems Development Manager at Embracon, shared his perspective on the improvements that Evertec’s solutions brought to the company. Check it out.

The challenge

In Embracon’s consortia operations, the individual customer journey involved a high volume of proposals waiting in queue, fully dependent on manual evaluation.

Herculano explains:
“When a sale begins, the seller attaches a customer document, and after signing, Embracon manually validated that document against the proposal to confirm that the person completing the purchase was indeed the client.”

Besides the lack of standardized processes, this activity generated a high SLA for the service team, directly affecting the satisfaction of both internal and external customers.

To solve this, the company implemented Evertec’s Digital Consortium solution, automating the validation stage. The digital document analysis and process automation modules extract data from the document, compare it with the proposal, and automatically approve or reject the request at the end of the flow.

Digital Consortium: automation and speed

The process automation module is a low-code platform that enables the orchestration of data and systems, fully integrating digital processes, improving efficiency, and automating operations.

Digital document analysis, on the other hand, is a SaaS solution powered by artificial intelligence and other technologies to analyze documents and perform facial recognition. Besides automatic document identification, it extracts data and interprets complex layouts.

By using the Digital Consortium, Embracon was able to increase response speed, reduce service times, and standardize processes — eliminating the need to expand headcount to review individual proposals. Automation also provided a more efficient and satisfying experience for internal and external customers.

“It used to be a very manual process for individual proposals. With the solutions we gained much more agility. As soon as the proposal is signed, the engine enters, performs all validations, and that was the first process to go live at Embracon.”
— Andre Herculano

For customers, the result is extremely positive — especially due to the agility incorporated into operations. The low-code environment also simplifies integration with Embracon’s core system, enabling faster and more dynamic implementation.

Evolution and next challenges

The implementation of Evertec solutions at Embracon was a success, and the next step is to continue expanding across more processes.

“It started with the individual proposal process and evolved to quota transfer. Now it covers billing for new and used assets within the platform. Recently, we also incorporated commission invoice submission,”
explains Herculano.

He adds:
“We are moving toward fully digitizing formalization processes and reducing human intervention as much as possible. For example, the digitalization of asset billing inside the service area already generated a significant improvement.”

It is important to highlight the autonomy and control that the solutions provide. The administrator can configure business logic directly within the system. The vision is that, in the future, fewer operational processes will exist, allowing teams to focus strictly on business rules.

Evertec’s platform supports continuous evolution, bringing value to the entire consortia chain — not just isolated steps. With this advancement, administrators will benefit from a faster, error-free, more efficient operation.

Want to learn about the solutions that power the Digital Consortium and transform your operation as well? Contact our consultants today!