Solutions for Insurance
New business opportunities come into an organization in a variety of ways and through all communications channels. A new application can be on paper, an online submission, or a customer service representative taking information over the phone or from an email or web chat. In other cases, new business can stem from a call back requesting additional coverage.
No matter the type of carrier or line of business, the process for handling new business requires collecting content, sharing information and conducting personal conversations. It’s a process that can start with a web form or a fax, and continue through a phone call or an email. While the interaction channels might change, however, all applicable information must keep flowing. It can be mind-boggling.
Imagine streamlining and tracking the process for every submission, no matter the communications path a submission takes.
- The data is entered into an online form by the agent, the customer, or the CSR, and work items are delivered and shared as needed,
- applicant data is automatically passed into the correct business applications,
- requests such as medical history information, loss runs, and MVRs are automatically submitted and processed,
- corresponding documentation is stored to an applicant or customer file,
- finally, all work is automatically pushed to the appropriate underwriter based on your company’s predetermined rules for new applications.
Now imagine that the entire process is automated — intelligently — knowing the appropriate underwriter to assign, the correct clerical staff to notify, and when to engage the supervisor. The process even integrates all internal and external communications throughout as it captures, prioritizes, routes, escalates, and tracks work. Ultimately, and quickly, your CSR notifies the applicant of the status of their submission, and does so via the phone, email, chat or a text message, whatever is most convenient for the “new customer.”
Start with our all-in-one platform and its integrated applications for the contact center and unified communications, plus equally integrated modules for business process automation and insurance content management.
From a single platform, your organization manages the information from a new insurance application in conjunction with all communications channels, including emails, faxes, phone calls and the web. In a singular process, you receive, route and assign applications as required, and store the information in a consolidated location for easy access at any point thereafter.
Throughout the enrollment process, your administration and underwriting staff do their job more effectively and provide more efficient turnaround. You visibly track the entire process from start to finish, with the ability to instantly report on every associated interaction no matter how it comes into the organization. In the end, you have a consolidated view of every aspect of the submission process, including not only the content and documentation, but every conversation and piece of correspondence with all parties involved.
Learn more about how we help you…
Create more efficient claims processing
Improve customer service
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