eFFicient PolicyAssist

Features:

• Proactive inspection review with summary notes and underwriting flags
• Categorization and upload of all non-standard policy documents
• Validation and attachment of third-party data (e.g., MVRs, CLUE, ISO reports)
• Execution of coverage changes, endorsements, and mid-term adjustments

Benefits:

• Free up underwriters to focus on high-value risk evaluation
• Improve speed to quote and bind with cleaner submissions
• Directly contribute to reduced expense ratios by shifting repeatable tasks to a cost-effective, expert team
• Reduce downstream rework through consistent, rules-driven handling

Features:

• Centralized intake of inbound mail, email, and fax communications
• Intelligent document tagging by type, urgency, and policy reference
• Direct upload to carrier systems with QA checkpoints
• Routing of documents with missing or incorrect metadata for correction

Benefits:

• Eliminate internal time spent on scanning, sorting, and filing
• Ensure real-time availability of policyholder documents for UW review
• Minimize risk and administrative overhead with standardized workflows
• Increase operational throughput without increasing headcount—improving your expense ratio

Features:

• Reallocation of premiums, processing of refunds, and write-offs
• Handling of policy term corrections, cancellations, and reinstatements
• Manual renewal generation for non-auto-renew products
• Agent of record change processing and documentation updates

Benefits:

• Avoid backlog in exception queues and reduce cycle times
• Improve policy data accuracy and billing reconciliation
• Enhance agent satisfaction through timely servicing of complex requests
• Replace fixed overhead with scalable support to lower administrative costs and expense ratio