Automate Rate Quote Bind Issue

Our web portal solutions allow public users, previously approved users and your internal staff to interact in the insurance transaction, including data capture, underwriting, risk qualification, rating, approval by your underwriting team, and ultimately a policy document in pdf format.

Data entered at each step flows to the next step and is used to generate email content, policy PDF documents and reports without any rekeying of data. At all times the available insurance options and ability to issue policies/certificates is restricted based on user permissions and roles

Our web solutions include smart routing and workflows. For instance a prospective client could self-issue and bind based on how they answer questions on the form and/or based on pre-approved authority.

If underwriter approval is required the solution can email the underwriter the request for insurance, the underwriter simply clicks the Allow button to release the policy to the client or the disallow button to start an email conversation with the prospect.

..process renewals, endorsements with full lintegration…

iBrokerWeb is able to maintain policy data either published from an existing policy management system to the web portal, or maintained automatically from bound business to eliminate re-keying of data. This allows users to self-maintain renewals, or to create certificates based on bound policies. As with all the solutions the permissions for these workflows is controlled by you.

Your web automation solution will feature our interface look and feel standards and any branding you may want to incorporate including your logo, corporate colours, etc.

..metrics

All of the data and metrics in the web portal solution are available to administrators at your office to query and export to XL for further analysis and the creation of reports.

In addition you can track requests for quotes, hit ratios , referral ratios , and referral acceptance rates