Improve Operations with digital coworkers
Delivering the best customer and policy holder experience, while improving margin performance, is a challenge for all operations teams. Doing more with less is an industry imperative and one that Digital Coworkers can help with.
Improve customer service and protect margin on commissions.
Your Digital Coworker functions like a fully licensed CSR, and supports your policyholders – and your business – by:
- Submitting policy changes and simple endorsements on behalf of the customer
- Setting up the Premium Finance
- Notifying the agent and/or customer of any outstanding items, such as payroll audits
- Noting any significant rate increases at renewal, and automatically re-shopping the policy
- Creating and forwarding requested documents, such as insurance ID cards, EOIs, and COIs
- Collecting data for compliance and workers comp audits
Enhance the policy holder experience, improve cycle times and reduce days-outstanding ratios.
Empower your team with a Digital Coworker that proactively responds to and manages your back-office operations by:
- Processing policy changes, release forms, NOC letters and eligible endorsements
- Administering policies, employee benefits and renewals
- Completing and distributing certificates of insurance and EOIs
- Managing correspondence
- Rating policy renewals
- Distributing documentation, like ID cards and carrier notices
- Justifying bills and invoices with EOBs
Eliminate unnecessary errors and costs, and alleviate stress from both your customers and your team.
Your Digital Coworker will improve your Billing & Collection cycle times by:
- Issuing and following up on outstanding premium receivables or claim payments
- Matching items to your general ledger
- Processing flat and prorated cancellations
- Communicating policy or procedural changes to your customers
- Calculating out of pocket billing, like copays and deductible
Reduce cycle times and days-outstanding ratios.
You can trust your Digital Coworker to follow your set processes and recover your funds in a timely manner by:
- Updating the claim throughout its journey
- Identify accounts for recovery or subrogation based on value at stake
- Complete and send any forms for third parties
- Communicate subrogation notices
- Track status of the ongoing recovery
Improve customer service and protect margin on commissions.
Your Digital Coworker functions like a fully licensed CSR, and supports your policyholders – and your business – by:
- Submitting policy changes and simple endorsements on behalf of the customer
- Setting up the Premium Finance
- Notifying the agent and/or customer of any outstanding items, such as payroll audits
- Noting any significant rate increases at renewal, and automatically re-shopping the policy
- Creating and forwarding requested documents, such as insurance ID cards, EOIs, and COIs
- Collecting data for compliance and workers comp audits
Enhance the policy holder experience, improve cycle times and reduce days-outstanding ratios.
Empower your team with a Digital Coworker that proactively responds to and manages your back-office operations by:
- Processing policy changes, release forms, NOC letters and eligible endorsements
- Administering policies, employee benefits and renewals
- Completing and distributing certificates of insurance and EOIs
- Managing correspondence
- Rating policy renewals
- Distributing documentation, like ID cards and carrier notices
- Justifying bills and invoices with EOBs
Eliminate unnecessary errors and costs, and alleviate stress from both your customers and your team.
Your Digital Coworker will improve your Billing & Collection cycle times by:
- Issuing and following up on outstanding premium receivables or claim payments
- Matching items to your general ledger
- Processing flat and prorated cancellations
- Communicating policy or procedural changes to your customers
- Calculating out of pocket billing, like copays and deductible
