Accurate quotes based on the latest, up to date information from your system, accounting for different packages, varied terms and limits, and state variations.They can be delivered as email attachments, physical copies mailed to your clients, or displayed to them on your website or app for direct viewing.
Your proposals can be put together efficiently, based on the latest information, previously provided quotes, and taking into account any changes, customizations, and renegotiations.You can be confident that you and your clients have the same, up to date information, presented and delivered in line with your business needs.
Outlines of coverage, policy wording, certificates of insurance, and other relevant documentation are assembled with precision.They include all the additional details captured in the earlier stages of your client engagement, and are based on the quotes and proposals accepted by your clients.
Provide your B2B clients with the right enrolment kits, at the right time.These kits can include forms for employees at their selected level of coverage, delivered on paper, via email, or directly on the employer-facing insurance management portals.
Your billing documents will include all the policy parameters, along with the information collected during enrolment.You can define list bill grouping, and send out billing and invoices to your clients however and whenever suits you best.
Handle many, many rounds of claims communications with ease and confidence.Initial reporting, relevant disclosures, evaluation of loss, and notification of award can all be provable, traceable, and hassle-free.
We can help you solve challenges across the end-to-end process through document automation.
Jimmy Anthony, Supervisor, Business Analyst at Delta Dental of Arkansas.
Read the Case Study
Six legacy systems were replaced with a single solution – simplified maintenance, reduced cost.
Commercial Property Insurer
Updates used to take six weeks... now the same changes are implemented in minutes.
Large Specialty Insurer
Increased responsiveness to clients, guaranteed accuracy, access to an entirely new market segment.