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A Corporate Quoting Tool used in the Insurance industry that provides users with the tools required to support the quick input for quoting means through a comprehensive workflow system. |
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Where current quoting and binding of accounts plus other information is possibly scattered across multiple unconnected systems - Now quoting information, documents and reports will be accessible from a central system which will be connected to one another. This system allows users to easily save time by minimizing manual duplication of information data inputs, decrease the possibility of human error due to duplication and improve strategic decision-making.
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Integrate all quoting data into a single environment
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Eliminate potential discrepancies and loss of data that may be distributed in multiple systems and handled by multiple users
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Have critical information always available from one source
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Reduce manual data collection, entry and formatting needed to produce reports
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Save time and reduce errors from manual reporting
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Enable marketing people to invest their time in more productive activities
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"This solution has given us the necessary tools, used together with the Quoting Tool, to increase workflow by at least 40% and at the same time provided multiple benefits to insured clients and Brokers."
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Online secure login for insured companies to manage travel bookings.
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An automated online tool for quick input, allocation and bookings of travel insured dates.
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If eg. ISOS is used - the ability, 24/7, to do online confirmations of cover, to render assistance if an insured company's employee calls in an emergency.
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For logged journeys, automated confirmation cover and embassy letters, plus any other additional documentation needed to travel - that are printed in real time and/or can then be sent via email.
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Actual days logged automatically calculated - for year-end reports, endorsements for refunds and/or additional premiums
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More...
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* This solution is customized according to a company's internal workflow systems
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