Story
SS&C
Charles SchwabHow Charles Schwab Runs Insurance Operations on SS&C Blue Prism
Charles Schwab, a financials organization in the United States, uses SS&C Blue Prism from SS&C 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 |
| Capability | New joiners can see how insurance operations actually runs |
Story
Charles Schwab is based in the United States and runs financials operations at a scale where policy and claims cannot live in side channels. Underwriters and claims handlers were reconciling competing copies of the same work, which slowed insurance operations and hid who owned the next step.
The company runs insurance operations on SS&C, with SS&C Blue Prism as the product underwriters and claims handlers actually open. SS&C Technologies delivers software and services for investment management, healthcare administration, and intelligent automation. For Charles Schwab, that means underwriters and claims handlers can open one workflow, see policy and claims, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for policy and claims.
