Improve Agent Loyalty
Fewer Risks & Losses
Quickly Collect and Process Client InformationFor many insurers, capturing and entering client information is a significant bottleneck within the underwriting process. With OCR technology, our Underwriting Solution captures everything from emails of a client’s motor vehicle report to their PDF application and classifies it into your SOR. It eliminates manual data entry, human and lost or misplaced documents.
Improve Underwriter Efficiency
Why make an underwriter’s job harder than it has to be? Stop making them jump from application to application looking for correct information or documents. Why not give them a single application where they can complete all their work? Our solution does just that.
From a single interface, underwriters can see all applications with priority ratings and process-specific tags so they know which to review first, what state the application is in, and how to proceed. Fully equipped with exception-based workflows, the solution takes mundane manual tasks and automates them. For example, it can capture an applicant’s data while simultaneously flagging missing fields on a document and pulling up any of the client’s historical information/prior cases. Your organization can arrange workflows and rules for fast-track applications so your underwriters can channel more time toward reviewing complicated applications that need their eyes, experience and expertise.
Your Underwriters WorkbenchFrom a single interface underwriters can access tools to split and merge documents, create bookmarks to jump to important information, tag the status of an application, or even perform a cross-repository search. Trust us, your underwriters will thank you for these tools and the high-speed document viewer.
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Make Underwriting Easier
Split & Merge Documents
Extract a signature page out of a large document to send to your client then easily merge it back in.
Provide your employees with a way to communicate with each other, comment on documents, and complete customer files and folders.
Bridge disparate systems together so your underwriters can find what they need fast.
Bookmark specific pages to mark important information like a VIN or signature line to quickly jump to it in the future.