Automate Insurance organisation’s most mission-critical processes, claims, underwriting, customer service, and enrolment. Leveraging SharePoint as the content repository for the documents that support these processes and adding a workflow engine, users can span LANs and WANs to instantly distribute and process work electronically.
With SharePoint's out-of-the-box robust reporting tools, it’s easy to create executive “dashboards” that provide managers and executives comprehensive and real-time views into all of their business processes and work-in-process. And since all actions are recorded and controlled, meeting Government compliance requirements (Sarbanes-Oxley) can be realized more easily.
- Underwriting and Claim documents are automatically aggregated and presented based on the work type.
- Missing documents are displayed and notifications are automatically sent.
- E-forms allow departments to quickly create “worksheets” that present comprehensive views of applicant or claim details.
- Work is electronically routed to regional underwriters/adjusters based on workload, region and/or applicant type.
- Managers have a consolidated view of all work-in-process and can reassign or move work as necessary with a click of a mouse.
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