Document automation for insurance firms guarantee document consistency and compliance within a highly regulated and competitive industry. Improve the speed at which you sign up new clients and settle claims.
A well-drafted proposal increases the chances of sealing a deal or policy. Impress prospects with the speed at which your agents can get back to them with quotations on different policies along with error-free proposals. Insurance document generation will include accurate data that has been approved for use in proposal documents.
Create new insurance policy letters or forms, policy correction forms, policy cancellation letters and a lot more using Windward.
The ability to settle claims as quickly as possible can improve your company's image. Compiling claim forms is usually one of the processes that delay claims settlement. However, with health insurance document automation, claims reports can be generated fast and accurate information is always included.
Avoid losing clients simply because someone forgot to send out a renewal letter. Generation of renewal letters can be automated so that just before the expiry of a policy, a notification is generated and the renewal letter drafted as well for approval. This allows sales teams to easily manage existing clients while seeking new ones as well.
Do not struggle writing an insurance endorsement. Simply use the same automation process you used to draft the contract to make changes to the original policy. As your client’s need for insurance grows, you can keep up by simply adding clauses to a policy that cover the new assets that they wish to insure.
Instead of entering item by item into a declaration page, let technology guide you through with a detailed template that offers you quick selection of items and corresponding policies to be included in the final document. With automation, you can complete this complex process in the shortest time possible.
With intense competition in the industry, customers have more choices and will not hesitate to take their business to the insurance company that offers the best experience. With automation, insurers can impress more clients and maintain them. Quick and reliable document generation will keep you competitive.
Know how Windward can make your insurance documents generation easy and flawless.