Automated Voluntary Benefits Underwriting Workflow
Underwriters login to personal dashboards where applications requiring approval are retrieved and assessed. Underwrite for individuals or groups, search for employee quotes and review pending cases on demand. A decision tree and reflexive questioning based on carrier rules allow for 100% automation of jet issue cases.
Manual applications can be updated and status determined. Comments leave a digital trail of the decision-making process and clients are notified via email of approval. Payments are processed online completing the sales-cycle with ultimate ease.