Knowledge sharing at its quickest
There are insurance policies for almost everything; health insurance, car insurance, travel insurance – the list goes on. So how can your sales agents keep up to speed with the in-depth details of every policy? A centralised knowledge base app ensures that all policy information, from initial sales pitches to the terms and conditions, are just a few clicks away. Having key data at your fingertips will accelerate information gathering and ensure customers receive accurate advice.
Centralise insurance policies and documents
A smarter Document Management System (DMS) means smarter working. Our DMS allows you to create unlimited hierarchies of folders, so you can store policy documents, claims, and quotes according to any category imaginable. You can add document tags to every file to connect all related information – great for easy navigation. Our version control features provide an auditable revision history for each and every document, helping you easily track policy updates and claimant information.
Manage insurance claims with e-forms and workflows
Manage all your insurance processes, from quote generations to claim submissions, using our e-forms and workflows software. Our digital workplace empowers you to transform paperwork into online-based forms, which will save time and reduce admin costs. You can even open up access to claimants using the in-built extranet system, so that they can submit claims directly to your insurance handlers who can communicate back via the messaging tool.
Lori, Lincoln Benefit Life Read more customer success stories >>
Identify insights with intuitive reporting
Build customised reports for all e-forms to uncover useful insights, such as trends in insurance claims, abandoned quote requests, and frequent customer enquiries. With copious data on hand for review and analysis, your sales agents will be knowledgeable and way ahead of the game when selling policies, providing customer support, and issuing claims. Better informed staff leads to better customer service, driving client satisfaction and profits.
Boost your internal communications
An active internal comms team are vital in the insurance business, keeping staff informed of the latest industry news, new sales and products, and customer satisfaction rates. Don’t let this key information get lost in the email inbox; get the data out there quickly and efficiently by posting on your company intranet, attracting high levels of staff engagement and attention rates.
Secure your insurance data with permissions
Data submitted for insurance claims, policy renewals, and quote requests are incredibly sensitive, containing personal and financial information that needs to be stored and handled confidentially. Our intranet permissions system provides peace of mind for both your insurance handlers and claimants, because it allows you to manage access rights to this confidential data. So you can rest easy knowing that only the authorised staff can view certain information.
