OVERVIEW
Sedgwick reported a 250% lift in revenue support, a shorter invoice cycle, and minimized spreadsheet dependency after Mobolutions replaced multiple manual processes with a scalable, controlled workflow. Sedgwick’s experience shows that firms with complex, high-volume billing are closely tied to operational events.
THE BUSINESS CHALLENGE
Sedgwick is the large-scale operations and technology provider many enterprises hire to operate their high-volume claims and incident workflows – think workplace injury claims, disability/leave, liability incidents, and recalls – using a combination of specialized teams and workflow technology.
Sedgwick leads globally in claims administration, loss adjusting, benefits administration, and product recall. As their claims operations expanded, billing complexity intensified. Transactions multiplied, customer-specific requirements increased, exceptions grew, and teams faced mounting pressure to improvise.
Sedgwick aimed to modernize claims billing and revenue processes by removing manual dependence, standardizing data handling, and illuminating revenue at the claim level.
THE CORE BOTTLENECKS
When billing is tied to operational events (claims, service delivery, usage, exceptions), finance teams don’t just “invoice late” – they lose control: inconsistent fee application, long cycle times, opaque variance drivers, and revenue leakage hidden in manual workarounds.
Sedgwick faced that reality at scale.
The following challenges not only slowed invoicing but also imposed operational constraints that caused delays and inconsistencies throughout the billing and revenue workflow:
- Lack of real-time revenue analysis at the claim level.
- Heavy reliance on manual processes.
- Inconsistent data management over claim operations.
- Extended invoice creation cycles driven by spreadsheet-based processes.
- Revenue leakage alongside difficulty tracking financial performance.
Limited claim-level visibility extends reconciliation and makes outcome explanations more time-consuming. Cycle time increases, and rework becomes more difficult when invoicing relies on spreadsheets. Inconsistent data handling hampers reporting reliability.
Sedgwick needed scalable solutions to address bottlenecks, cut manual dependency, and boost claim-level revenue visibility and invoice speed.
MOBOLUTIONS’ APPROACH
Sedgwick partnered with Mobolutions, who then launched the transformation by strengthening and standardizing the end-to-end workflow, clarifying rules, assigning ownership, defining exceptions, and setting KPIs for success. With the workflow controlled and measured, the platform was then configured to enforce automation, apply consistent validations, deliver real-time visibility, and scale workflows, ensuring operations didn’t regress into spreadsheets, rework cycles, or inconsistent results.
Making revenue visible at the claim level in real time
Mobolutions automated claim-level revenue recognition enables real-time revenue capture, reduces manual errors, and boosts transparency for reporting and accountability.
Tracking revenue at the transaction source simplifies variance analysis, enables early exception detection, and streamlines downstream reconciliation.
Consolidating billing and invoicing into one controlled flow
The delivered solution unified billing and invoicing to increase control by replacing fragmented steps, reducing manual effort, and improving invoice speed and accuracy.
This shortened the invoice cycle, minimized handoffs and transformations, and reduced the gap between operations and billing.
Standardizing the rules and tailoring to claims realities
Mobolutions developed business-specific data structures and system improvements specifically for the claims management industry to automate fee calculations, apply business rules automatically, and generate invoices that comply with regulatory requirements.
Standardized rules reduce differences in outcomes and remove the need to rely on separate spreadsheets.
Adding monitoring capabilities to flag issues early
The team implemented real-time monitoring and reporting, including dashboards and alerts, to help Sedwick track revenue and invoices and detect issues earlier.
This reduced the time spent reacting to late issues and increased focus on controlling upstream exceptions.
Reducing manual workflows and building for growth
Manual touchpoints were prioritized for automation in order to drive operational efficiency and accuracy, with implemented validations that minimized errors and accelerated billing cycles. This enabled Sedgwick to support growth by managing rising claim volumes and facilitating client onboarding and multi-currency operations as demand expands.
IMPLEMENTATION PATH
The program followed a phased rollout designed to reduce operational risk:
- We assessed and identified inefficiencies and optimization opportunities.
- We crafted a system and configuration customized to Sedgwick’s requirements.
- We integrated and validated the setup with existing enterprise resource planning (ERP) and claims management systems.
- Deployment and training were phased for effective adoption.
- Evolution continues as new lines of business are brought onto the platform to increase value, transparency, traceability, and insights.
This phased rollout with training and post-go-live optimization reduces the risk of the old manual process reappearing as a shadow system.
WHAT CHANGED
- A 250% increase in revenue support since the implementation
- Invoice creation time reduced from more than 20 days to less than 24 hours, replacing manual spreadsheet-driven processes with a streamlined and automated billing cycle.
- Revenue leakage prevention reflected as 0.4% (roughly 18.8 million USD) additional revenue accounted for due to improved tracking.
- 80% of invoices are delivered automatically
KEY TAKEAWAYS FOR EXCEPTION-HEAVY BILLING ENVIRONMENT
Sedgwick’s story is a useful reference point for any organization dealing with high-volume, exception-heavy billing tied to operational events.
1) Cycle time is usually a symptom of upstream process design
When invoicing takes weeks, the delay is rarely due to a single step. It is usually the result of fragmented workflows, manual interpretation of terms, and repeated data movement across teams.
The fix is to standardize rules, reduce handoffs, and design a clear exception path.
2) Visibility needs to exist close to the source event
If revenue and billing signals only become visible at the invoice stage or at period-end, teams are forced into cleanup mode.
Transaction-level visibility shifts the dynamic by surfacing issues earlier, closer to where charges are created, so exceptions can be resolved before they compound.
3) Standardization is what makes automation sustainable
When rules vary by person, account, or process, manual workarounds return, and spreadsheets reappear.
Standardization is what keeps automation stable as volume grows. Automation works best when the rules are explicit, enforced, and consistently applied across teams.
KEY SUMMARY
Sedgwick, a global leader in claims, benefits, and risk services, needed a scalable way to handle diverse billing requirements and high transaction volume without manual overhead.
Mobolutions helped Sedgwick modernize its claims billing and revenue operations by standardizing workflows, automating claim-level revenue and invoicing, and reducing reliance on manual spreadsheets.
Identify what’s extending your invoice cycle, where manual work persists, and the fastest workflow fixes to reduce rework and accelerate billing.
