Transformation fills slide decks. Leadership rewrites the scoreboard.
Advantage is won in the gaps no one sees — between partners, regulators, and suppliers where value leaks.
These leaders closed them first, setting a pace peers won’t notice until the board asks why they’re behind.
These are their results.
A global insurance firm, specializing in life sciences underwriting, wanted to improve its offerings and service levels to pharmaceutical clients by speeding up policy approvals for high-risk clinical trials. The underwriting process for clinical trials requires extensive manual data review — each trial has to be evaluated through hundreds of pages of medical data, regulatory filings, and trial protocols.
The prevailing manual, time-consuming process created significant delays in approving policies for trials, resulting in:
This company wanted to break the status quo in the industry and lead with advanced AI technologies to assist the underwriting process.
UBIX implemented its Proposal-to-Insights-to-Decision-to-Action Framework, which integrated:
"The introduction of Telligro UBIX AI has transformed underwriting for clinical trials. It cuts document review time from 30 minutes to just one. This isn’t just about efficiency — it’s about freeing senior underwriters to focus on strategic priorities." – Senior Underwriter
Marine Cargo insurance has long been held back by one stubborn bottleneck: complex, time-consuming forms.
To get an insurance quote or certificate, clients are forced to log into self-service portals and painstakingly fill out dozens of fields for every single shipment—sometimes five, sometimes fifty, in a single day. This manual process eats up hours of valuable staff time, is prone to errors, and simply doesn’t scale as supply chains accelerate.
As a result, clients often try to shift this tedious work back onto insurance brokers or insurers, triggering a constant “tug-of-war” between all parties. The fallout?
Delays in issuing certificates—sometimes resulting in costly demurrage charges
Overloaded brokers, who are unable to onboard new clients efficiently
Insurers forced to hire additional support staff just to handle paperwork
High error rates, leading to policy disputes and compliance headaches
For a fast-moving industry, this was more than an inconvenience—it was a roadblock to growth.
UBIX introduced an AI-powered certificate automation platform, transforming the process from manual to effortless.
Key features included:
Automatic data extraction: Instantly pulls cargo and shipment details from clients’ source documents
One-click certificate generation: Automated form-filling, quotation, and certificate issuance—no training required
Certificate issuance is now fully automated. The insurance company’s support staff only step in for special cases.
No more specialized training required. Clients simply upload their shipment documents, and receive their insurance quotation or certificate automatically.
Drastic reduction in delays, errors, and manual workload, freeing brokers and insurers to focus on higher-value activities and onboard more clients.
"UBIX, with its advanced and user-friendly features, encourages our insureds to issue their own certificates. This has liberated our staff to focus on strategic initiatives while maintaining data accuracy and speed." – Head of Marine Business, Leading Insurance Provider
A global HR and payroll BPO provider with 1 million employees across various countries struggled with manual payroll processes, resulting in delays, tax compliance issues, and escalating operational costs.
This was causing:
UBIX introduced end-to-end payroll automation, which included:
"It’s crazy! I didn’t know this level of automation was possible. UBIX is the holy grail of the payroll industry — thank you for transforming how we work." – Chairman & CEO, Regional Payroll and HRBPO Leader
A global telecommunications provider, with over 10 million subscribers, was struggling with significant delays in service activation. The company was facing challenges with its legacy system, which involved manual intervention in provisioning, installation, and customer on-boarding.
The inefficiency in its activation process resulted in:
With competition rapidly innovating and providing faster services, this provider faced the real threat of losing market share.
UBIX introduced an end-to-end automated service activation platform, which included:
"With UBIX, service activation is no longer a bottleneck. We've been able to cut activation times from hours to minutes, providing customers with faster experiences and significantly reducing operational costs." – Vice President of Operations, Global Telecom Provider
An international e-commerce retailer faced significant challenges in managing their inventory and fulfilling orders. With over 1 million SKUs and a complex multi-channel sales strategy, inventory discrepancies led to delayed shipments, lost sales, and stockouts.
This inefficient inventory management resulted in:
In a competitive, high-demand industry, the company knew it had to optimize its order fulfillment and supply chain processes to maintain growth.
UBIX implemented a real-time inventory synchronization system, which included:
"UBIX has been a game changer. The ability to sync inventory across multiple channels in real-time means we’ve not only reduced cancellations but also improved our bottom line by getting products to customers faster." – Director of E-Commerce, Leading Retailer
A major global bank with assets over $10B struggled with reconciling vast amounts of transaction data across multiple systems. Manual data reconciliation processes were slow, error-prone, and created compliance risks.
The bank faced significant hurdles with:
As the bank expanded into new international markets, they needed a scalable solution that could ensure data accuracy and compliance across all regions.
UBIX deployed an AI-powered reconciliation framework that included:
"By automating our reconciliation process with UBIX, we’re able to meet deadlines we once thought were impossible. The data accuracy and speed we now achieve have made a significant impact on both compliance and internal operations." – Head of Financial Operations, Global Bank
A global logistics provider, managing a vast fleet of trucks and containers across multiple continents, was facing inefficiencies in managing supply chain operations. With multiple vendors, partners, and stakeholders, the company had limited visibility into the status of shipments, leading to delays and increased operational costs.
This lack of visibility resulted in:
As the company grew, they realized that real-time coordination was key to staying competitive in the fast-moving logistics industry.
UBIX implemented an integrated logistics management solution, which included:
"Thanks to UBIX-AI, we now have full visibility into our supply chain, which has drastically reduced delays and boosted our ability to make smarter decisions. Our operational costs have come down significantly, and customers notice the difference." – Senior Director of Supply Chain, International Logistics Provider
These metrics reflect UBIX deployments across industries. Each shows how autonomous B2B execution delivers undeniable, measurable outcomes. While results vary by environment and goals, the transformative power is clear.