Internal efficiency is a key component of reducing your expenses and improving CR. InsurForce can boost your efficiency by both increasing automation and reducing admin overhead.
The design principles behind InsurForce include “task oriented design” where the platform is optimised to make things easier to achieve.
For example the default page is a policies page which has a combined search box where you can readily find a policy based on policy number, postcode, date, name etc. and when the details are shown the default fields include the personal information required to do an identity check (address etc.) This saves operator time.
In the same way the Renewals process is both automated as much as possible. Automatic renewal reminders are sent at specified intervals with renewal/requote links which can be done by the Policy holder themselves, and new policy documents sent out automatically. There is also a dedicated Renewals screen for phone renewals and manual processing.