 From New Business Underwriting to Policy Renewal, SmartDesk solutions automate mundane and often low value tasks while dramatically improving cycle-times and accountability.
For example, SmartDesk virtually eliminates duplicate lookup and analysis tasks during Policy Services and Underwriting steps while providing relevant information to the user as part of the default work item display; Reducing processing time, enforcing consistency, and improving accuracy
Suspended work cycle-times are mitigated as the system automatically queries Hold Account tables on pre-defined intervals then proceeds at the earliest detection of available funds.
Form Letters that are currently populated by hand are auto-populated, eliminating processing time and errors.
Field agents have up to the minute information and documents are no longer lost or misplaced in emails or traditional postal mail. Agents submitting pre-approvals, or renewals and are instantly presented with Policy Services information along with pre-approval and/or Policy Change e-forms at the appropriate steps in the process.
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