Policy Qualification & Enrollment
Create and manage dynamic questionnaires and applications to qualify new customers for suitable policies.
Once qualified, provide new members with intake and enrollment forms to collect necessary information and set up their accounts.
New & Updated Policy Information
Automate policy updates and personal information requests.
Send updated policy information for review and acceptance.
Allow for mid-term policy changes due to change of permanent residence, marital status, addition of children, or other life events.
Claim Document Management
Allow customers to fill out necessary information pertaining to opening a new claim and allow for the upload and submission of necessary claim documents.
Keep customers up to date with a claim tracker, showing the status of the claim, what still needs to be submitted, what’s currently being reviewed, and what has already been processed.
Automated Renewal Questionnaires
Automate annual policy renewals with regularly scheduled information update requests.
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